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

Stratos 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 		$1.82M Sell
21,984
-1,393
-6% -$115K 0.11% 187
2025
Q4 		$1.94M Sell
23,377
-22,507
-49% -$1.87M 0.09% 216
2025
Q3 		$3.81M Sell
45,884
-2,650
-5% -$219K 0.18% 128
2025
Q2 		$4.02M Buy
48,534
+982
+2% +$81.1K 0.21% 120
2025
Q1 		$3.93M Sell
47,552
-1,288
-3% -$106K 0.21% 109
2024
Q4 		$4M Buy
48,840
+7,445
+18% +$612K 0.19% 117
2024
Q3 		$3.44M Buy
41,395
+22,073
+114% +$1.82M 0.16% 142
2024
Q2 		$1.58M Buy
19,322
+1,292
+7% +$105K 0.08% 247
2024
Q1 		$1.47M Buy
18,030
+1,929
+12% +$158K 0.09% 245
2023
Q4 		$1.32M Buy
16,101
+1,330
+9% +$108K 0.08% 273
2023
Q3 		$1.2M Buy
14,771
+2,533
+21% +$205K 0.08% 266
2023
Q2 		$992K Sell
12,238
-1,239
-9% -$101K 0.07% 312
2023
Q1 		$1.11M Sell
13,477
-38,566
-74% -$3.14M 0.09% 259
2022
Q4 		$4.22M Buy
+52,043
New +$4.22M 0.35% 79
2022
Q3 		– Sell
-21,097
Closed -$1.75M – 530
2022
Q2 		$1.75M Sell
21,097
-2,781
-12% -$231K 0.16% 166
2022
Q1 		$1.99M Buy
23,878
+1,131
+5% +$95.6K 0.16% 163
2021
Q4 		$1.95M Buy
22,747
+4,650
+26% +$399K 0.14% 191
2021
Q3 		$1.56M Buy
18,097
+2,152
+13% +$186K 0.13% 197
2021
Q2 		$1.37M Sell
15,945
-5,319
-25% -$459K 0.12% 198
2021
Q1 		$1.83M Buy
21,264
+1,970
+10% +$170K 0.19% 145
2020
Q4 		$1.67M Buy
19,294
+14,830
+332% +$1.28M 0.23% 110
2020
Q3 		$386K Hold
4,464
– – 0.09% 215
2020
Q2 		$387K Buy
4,464
+4,199
+1,585% +$364K 0.12% 171
2020
Q1 		$23K Buy
+265
New +$22.6K 0.02% 211

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Stratos Wealth Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 6% in Q1 2026, selling an estimated $115K and leaving 21,984 shares worth $1.82M. The position accounts for 0.11% of the portfolio, ranked #187.

Stratos Wealth Advisors first reported a position in SHY in Q1 2020 and has held it in 24 quarters since. The position peaked at $4.22M in Q4 2022. 1,218 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Stratos Wealth Advisors held 21,984 shares of iShares 1-3 Year Treasury Bond ETF worth $1.82M as of Q1 2026.
  • Stratos Wealth Advisors sold 1,393 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $115K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.11% of Stratos Wealth Advisors's portfolio in Q1 2026, its #187 holding.
  • Stratos Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2020 and has held it in 24 quarters since.
  • Stratos Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $4.22M in Q4 2022.
  • 1,218 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

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