Strata Wealth Advisors
SHY icon

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
Q3 		– Sell
-26,302
Closed -$2.16M – 105
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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
RPOA Advisors
RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return
Edge Wealth Management
Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
New Harbor Financial Group
New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Strata Wealth Advisors's SHY Position: Q3 2026 in Review

Strata Wealth Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2026, closing a stake of 26,302 shares — an estimated $2.16M sold.

Strata Wealth Advisors first reported a position in SHY in Q1 2023 and held it in 13 quarters. The position peaked at $3.72M in Q1 2025. 381 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

  • Strata Wealth Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Strata Wealth Advisors sold 26,302 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $2.16M.
  • Strata Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2023 and held it in 13 quarters.
  • Strata Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $3.72M in Q1 2025.
  • 381 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Strata Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.