Sunburst Financial Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Sunburst Financial Group’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	–	Sell	-6,717	Closed	-$556K	–	138
2025 Q4	$556K	Buy	+6,717	New	+$557K	0.11%	67
2024 Q1	–	Sell	-2,965	Closed	-$243K	–	111
2023 Q4	$243K	Hold	2,965	–	–	0.08%	89
2023 Q3	$240K	Sell	2,965 -57	-2%	-$4.62K	0.08%	80
2023 Q2	$245K	Sell	3,022 -90	-3%	-$7.36K	0.09%	81
2023 Q1	$256K	Sell	3,112 -3,249	-51%	-$265K	0.09%	81
2022 Q4	$516K	Sell	6,361 -1,082	-15%	-$87.8K	0.21%	57
2022 Q3	$604K	Sell	7,443 -308	-4%	-$25.3K	0.29%	42
2022 Q2	$642K	Sell	7,751 -1,776	-19%	-$147K	0.31%	44
2022 Q1	$794K	Buy	9,527 +2,113	+29%	+$179K	0.39%	32
2021 Q4	$634K	Buy	+7,414	New	+$636K	0.32%	39

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

Sunburst Financial Group's SHY Position: Q1 2026 in Review

Sunburst Financial Group sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2026, closing a stake of 6,717 shares — an estimated $556K sold.

Sunburst Financial Group first reported a position in SHY in Q4 2021 and held it in 10 quarters. The position peaked at $794K in Q1 2022. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Sunburst Financial Group reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Sunburst Financial Group sold 6,717 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $556K.
Sunburst Financial Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2021 and held it in 10 quarters.
Sunburst Financial Group's iShares 1-3 Year Treasury Bond ETF position peaked at $794K in Q1 2022.
1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Sunburst Financial Group's 13F filing for Q1 2026, filed 8 Apr 2026.