SWP Financial
SHY icon

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

SWP Financial’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
Q3 		$238K Sell
2,936
-27
-0.9% -$2.21K 0.11% 67
2026
Q2 		$243K Sell
2,963
-923
-24% -$75.9K 0.11% 71
2026
Q1 		$321K Buy
3,886
+404
+12% +$33.4K 0.16% 54
2025
Q4 		$288K Buy
3,482
+344
+11% +$28.5K 0.14% 61
2025
Q3 		$260K Hold
3,138
– – 0.13% 63
2025
Q2 		$260K Sell
3,138
-27
-0.9% -$2.23K 0.14% 63
2025
Q1 		$262K Buy
+3,165
New +$260K 0.16% 54
2024
Q4 		– Sell
-2,415
Closed -$201K – 71
2024
Q3 		$201K Sell
2,415
-473
-16% -$39K 0.12% 55
2024
Q2 		$236K Sell
2,888
-1,376
-32% -$112K 0.16% 47
2024
Q1 		$349K Buy
4,264
+142
+3% +$11.6K 0.24% 30
2023
Q4 		$338K Buy
+4,122
New +$335K 0.26% 31

Other funds holding SHY

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
RPOA Advisors
RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Edge Wealth Management
Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
TFC Financial Management
TFC Financial Management Boston, Massachusetts $893M AUM 15.25% 1-Year Est. Return
Americana Partners
Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

SWP Financial's SHY Position: Q3 2026 in Review

SWP Financial reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.91% in Q3 2026, selling an estimated $2.21K and leaving 2,936 shares worth $238K. The position accounts for 0.11% of the portfolio, ranked #67.

SWP Financial first reported a position in SHY in Q4 2023 and has held it in 11 quarters since. The position peaked at $349K in Q1 2024. 667 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

  • SWP Financial held 2,936 shares of iShares 1-3 Year Treasury Bond ETF worth $238K as of Q3 2026.
  • SWP Financial sold 27 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $2.21K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.11% of SWP Financial's portfolio in Q3 2026, its #67 holding.
  • SWP Financial first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • SWP Financial's iShares 1-3 Year Treasury Bond ETF position peaked at $349K in Q1 2024.
  • 667 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on SWP Financial's 13F filing for Q3 2026, filed 23 Oct 2026.