Strategic Financial Concepts’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Strategic Financial Concepts’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	–	Sell	-10,543	Closed	-$871K	–	301
2026 Q1	$871K	Buy	10,543 +555	+6%	+$45.9K	0.21%	106
2025 Q4	$827K	Buy	+9,988	New	+$828K	0.76%	36
2025 Q2	–	Sell	-15,561	Closed	-$1.29M	–	351
2025 Q1	$1.29M	Buy	15,561 +365	+2%	+$30K	0.24%	90
2024 Q4	$1.25M	Buy	+15,196	New	+$1.25M	0.24%	91
2024 Q3	–	Sell	-15,004	Closed	-$1.23M	–	648
2024 Q2	$1.23M	Sell	15,004 -8,565	-36%	-$697K	0.71%	39
2024 Q1	$1.93M	Sell	23,569 -1,304	-5%	-$107K	0.46%	54
2023 Q4	$2.04M	Sell	24,873 -5,001	-17%	-$407K	1.21%	24
2023 Q3	$2.42M	Sell	29,874 -2,174	-7%	-$176K	0.82%	35
2023 Q2	$2.6M	Buy	32,048 +16,355	+104%	+$1.34M	0.96%	26
2023 Q1	$1.29M	Buy	+15,693	New	+$1.28M	0.52%	53

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

Strategic Financial Concepts's SHY Position: Q2 2026 in Review

Strategic Financial Concepts sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026, closing a stake of 10,543 shares — an estimated $871K sold.

Strategic Financial Concepts first reported a position in SHY in Q1 2023 and held it in 10 quarters. The position peaked at $2.6M in Q2 2023. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Strategic Financial Concepts reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Strategic Financial Concepts sold 10,543 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $871K.
Strategic Financial Concepts first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2023 and held it in 10 quarters.
Strategic Financial Concepts's iShares 1-3 Year Treasury Bond ETF position peaked at $2.6M in Q2 2023.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.