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

Strategies 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	$2.24M	Sell	27,306 -10,976	-29%	-$903K	0.2%	51
2026 Q1	$3.16M	Buy	38,282 +29,681	+345%	+$2.46M	0.32%	29
2025 Q4	$712K	Sell	8,601 -8,418	-49%	-$698K	0.07%	72
2025 Q3	$1.41M	Sell	17,019 -1,715	-9%	-$142K	0.15%	45
2025 Q2	$1.55M	Sell	18,734 -632	-3%	-$52.2K	0.17%	43
2025 Q1	$1.6M	Buy	19,366 +15,252	+371%	+$1.25M	0.2%	39
2024 Q4	$337K	Sell	4,114 -19,921	-83%	-$1.64M	0.04%	97
2024 Q3	$2M	Buy	24,035 +19,752	+461%	+$1.63M	0.27%	32
2024 Q2	$350K	Buy	4,283 +1,816	+74%	+$148K	0.05%	71
2024 Q1	$202K	Sell	2,467 -92	-4%	-$7.53K	0.03%	94
2023 Q4	$210K	Buy	+2,559	New	+$208K	0.04%	81

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

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

Strategies Wealth Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 29% in Q2 2026, selling an estimated $903K and leaving 27,306 shares worth $2.24M. The position accounts for 0.2% of the portfolio, ranked #51.

Strategies Wealth Advisors first reported a position in SHY in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.16M in Q1 2026. 1,214 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Strategies Wealth Advisors held 27,306 shares of iShares 1-3 Year Treasury Bond ETF worth $2.24M as of Q2 2026.
Strategies Wealth Advisors sold 10,976 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $903K.
iShares 1-3 Year Treasury Bond ETF made up 0.2% of Strategies Wealth Advisors's portfolio in Q2 2026, its #51 holding.
Strategies Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
Strategies Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $3.16M in Q1 2026.
1,214 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.