SNS Financial Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

SNS Financial Group’s Portfolio SHY Stock Details SHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$268K	Buy	+3,263	New	+$268K	0.01%	484
2023 Q3	–	Sell	-2,834	Closed	-$230K	–	193
2023 Q2	$230K	Sell	2,834 -250	-8%	-$20.4K	0.03%	166
2023 Q1	$253K	Hold	3,084	–	–	0.03%	161
2022 Q4	$250K	Sell	3,084 -282	-8%	-$22.9K	0.03%	169
2022 Q3	$273K	Sell	3,366 -86	-2%	-$7.08K	0.04%	150
2022 Q2	$286K	Sell	3,452 -339	-9%	-$28.1K	0.04%	151
2022 Q1	$316K	Hold	3,791	–	–	0.04%	162
2021 Q4	$324K	Sell	3,791 -492	-11%	-$42.2K	0.03%	171
2021 Q3	$369K	Hold	4,283	–	–	0.04%	147
2021 Q2	$369K	Sell	4,283 -591	-12%	-$51K	0.05%	148
2021 Q1	$420K	Sell	4,874 -4,950	-50%	-$427K	0.06%	131
2020 Q4	$849K	Sell	9,824 -4,237	-30%	-$366K	0.12%	94
2020 Q3	$1.22M	Buy	14,061 +3,123	+29%	+$270K	0.19%	75
2020 Q2	$947K	Sell	10,938 -2,114	-16%	-$183K	0.17%	83
2020 Q1	$1.13M	Sell	13,052 -2,080	-14%	-$178K	0.22%	80
2019 Q4	$1.28M	Sell	15,132 -365	-2%	-$30.9K	0.23%	71
2019 Q3	$1.31M	Buy	15,497 +377	+2%	+$31.9K	0.25%	64
2019 Q2	$1.28M	Buy	15,120 +2,251	+17%	+$190K	0.24%	69
2019 Q1	$1.08M	Sell	12,869 -133	-1%	-$11.1K	0.24%	68
2018 Q4	$1.09M	Buy	13,002 +2,979	+30%	+$248K	0.27%	69
2018 Q3	$833K	Sell	10,023 -37	-0.4%	-$3.08K	0.2%	79
2018 Q2	$839K	Sell	10,060 -2,802	-22%	-$233K	0.22%	71
2018 Q1	$1.07M	Sell	12,862 -1,099	-8%	-$91.8K	0.29%	61
2017 Q4	$1.17M	Sell	13,961 -1,403	-9%	-$118K	0.28%	65
2017 Q3	$1.3M	Sell	15,364 -2,038	-12%	-$172K	0.33%	61
2017 Q2	$1.47M	Sell	17,402 -1,830	-10%	-$155K	0.39%	61
2017 Q1	$1.63M	Sell	19,232 -8,065	-30%	-$681K	0.42%	58
2016 Q4	$2.31M	Buy	27,297 +975	+4%	+$82.5K	0.68%	40
2016 Q3	$2.24M	Buy	26,322 +3,492	+15%	+$297K	0.65%	33
2016 Q2	$1.95M	Buy	22,830 +2,576	+13%	+$219K	0.49%	32
2016 Q1	$1.72M	Buy	20,254 +2,264	+13%	+$192K	0.44%	35
2015 Q4	$1.52M	Sell	17,990 -925	-5%	-$78.3K	0.37%	43
2015 Q3	$1.61M	Sell	18,915 -2,586	-12%	-$219K	0.44%	35
2015 Q2	$1.82M	Sell	21,501 -1,252	-6%	-$106K	0.55%	40
2015 Q1	$1.93M	Sell	22,753 -407	-2%	-$34.5K	0.7%	35
2014 Q4	$1.96M	Buy	23,160 +1,017	+5%	+$86.1K	0.77%	32
2014 Q3	$1.87M	Buy	22,143 +3,119	+16%	+$264K	0.61%	34
2014 Q2	$1.61M	Buy	19,024 +2,443	+15%	+$206K	0.65%	34
2014 Q1	$1.4M	Sell	16,581 -2,544	-13%	-$215K	0.62%	35
2013 Q4	$1.61M	Sell	19,125 -6,628	-26%	-$560K	0.74%	29
2013 Q3	$2.17M	Buy	25,753 +5,029	+24%	+$424K	1.38%	15
2013 Q2	$1.75M	Buy	+20,724	New	+$1.75M	0.66%	18

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SNS Financial Group's SHY Position: Q2 2026 in Review

SNS Financial Group opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026: 3,263 shares worth $268K. The stake represents 0.01% of the portfolio and ranks #484 among its holdings. This is a return to the name: SNS Financial Group previously reported a position in SHY as recently as Q2 2023.

SNS Financial Group first reported a position in SHY in Q2 2013 and has held it in 42 quarters since. The position peaked at $2.31M in Q4 2016. 1,216 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

SNS Financial Group held 3,263 shares of iShares 1-3 Year Treasury Bond ETF worth $268K as of Q2 2026.
iShares 1-3 Year Treasury Bond ETF was a new SNS Financial Group position in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.01% of SNS Financial Group's portfolio in Q2 2026, its #484 holding.
SNS Financial Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and has held it in 42 quarters since.
SNS Financial Group's iShares 1-3 Year Treasury Bond ETF position peaked at $2.31M in Q4 2016.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on SNS Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.