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 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 $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Strata Wealth Advisors's SHY Position: Q1 2026 in Review

Strata Wealth Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 34% in Q1 2026, selling an estimated $1.09M and leaving 25,826 shares worth $2.13M. The position accounts for 0.58% of the portfolio, ranked #27.

Strata Wealth Advisors first reported a position in SHY in Q1 2023 and has held it in 12 quarters since. The position peaked at $3.72M in Q1 2025. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Strata Wealth Advisors held 25,826 shares of iShares 1-3 Year Treasury Bond ETF worth $2.13M as of Q1 2026.
Strata Wealth Advisors sold 13,183 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.09M.
iShares 1-3 Year Treasury Bond ETF made up 0.58% of Strata Wealth Advisors's portfolio in Q1 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 12 quarters since.
Strata Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $3.72M in Q1 2025.
1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Strata Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.