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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
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 $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

SWP Financial's SHY Position: Q2 2026 in Review

SWP Financial reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 24% in Q2 2026, selling an estimated $75.9K and leaving 2,963 shares worth $243K. The position accounts for 0.11% of the portfolio, ranked #71.

SWP Financial first reported a position in SHY in Q4 2023 and has held it in 10 quarters since. The position peaked at $349K in Q1 2024. 631 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • SWP Financial held 2,963 shares of iShares 1-3 Year Treasury Bond ETF worth $243K as of Q2 2026.
  • SWP Financial sold 923 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $75.9K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.11% of SWP Financial's portfolio in Q2 2026, its #71 holding.
  • SWP Financial first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • SWP Financial's iShares 1-3 Year Treasury Bond ETF position peaked at $349K in Q1 2024.
  • 631 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on SWP Financial's 13F filing for Q2 2026, filed 24 Jul 2026.