Strata Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Strata Wealth Advisors’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	$2.16M	Buy	26,302 +476	+2%	+$39.1K	0.53%	27
2026 Q1	$2.13M	Sell	25,826 -13,183	-34%	-$1.09M	0.58%	27
2025 Q4	$3.23M	Sell	39,009 -1,029	-3%	-$85.3K	0.9%	21
2025 Q3	$3.32M	Sell	40,038 -75	-0.2%	-$6.2K	0.88%	22
2025 Q2	$3.32M	Sell	40,113 -4,867	-11%	-$402K	0.92%	20
2025 Q1	$3.72M	Buy	44,980 +3,510	+8%	+$289K	1.16%	14
2024 Q4	$3.4M	Buy	41,470 +365	+0.9%	+$30K	1.07%	16
2024 Q3	$3.42M	Buy	41,105 +953	+2%	+$78.6K	1.1%	16
2024 Q2	$3.28M	Buy	40,152 +31,623	+371%	+$2.57M	1.13%	17
2024 Q1	$697K	Buy	8,529 +2,812	+49%	+$230K	0.25%	41
2023 Q4	$469K	Buy	5,717 +2,472	+76%	+$201K	0.18%	48
2023 Q3	$263K	Buy	+3,245	New	+$263K	0.13%	44
2023 Q1	$249K	Buy	+3,028	New	+$247K	0.13%	47

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

Strata Wealth Advisors's SHY Position: Q2 2026 in Review

Strata Wealth Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1.8% in Q2 2026, buying an estimated $39.1K and bringing the position to 26,302 shares worth $2.16M. The position accounts for 0.53% of the portfolio, ranked #27.

Strata Wealth Advisors first reported a position in SHY in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.72M in Q1 2025. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Strata Wealth Advisors held 26,302 shares of iShares 1-3 Year Treasury Bond ETF worth $2.16M as of Q2 2026.
Strata Wealth Advisors bought 476 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $39.1K.
iShares 1-3 Year Treasury Bond ETF made up 0.53% of Strata Wealth Advisors's portfolio in Q2 2026, its #27 holding.
Strata Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2023 and has held it in 13 quarters since.
Strata Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $3.72M in Q1 2025.
1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Strata Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.