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

Toth Financial Advisory’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	$82	Sell	1 -3	-75%	-$245	﹤0.01%	1016
2026 Q2	$329	Hold	4	–	–	﹤0.01%	864
2026 Q1	$331	Hold	4	–	–	﹤0.01%	859
2025 Q4	$332	Sell	4 -26	-87%	-$2.16K	﹤0.01%	829
2025 Q3	$2.49K	Hold	30	–	–	﹤0.01%	676
2025 Q2	$2.49K	Hold	30	–	–	﹤0.01%	619
2025 Q1	$2.48K	Sell	30 -50	-63%	-$4.11K	﹤0.01%	585
2024 Q4	$6.56K	Hold	80	–	–	﹤0.01%	493
2024 Q3	$6.65K	Hold	80	–	–	﹤0.01%	493
2024 Q2	$6.53K	Hold	80	–	–	﹤0.01%	501
2024 Q1	$6.54K	Hold	80	–	–	﹤0.01%	497
2023 Q4	$6.56K	Sell	80 -158	-66%	-$12.8K	﹤0.01%	499
2023 Q3	$19.3K	Buy	+238	New	+$19.3K	﹤0.01%	374
2022 Q3	–	Sell	-73	Closed	-$6K	–	788
2022 Q2	$6K	Hold	73	–	–	﹤0.01%	492
2022 Q1	$6K	Hold	73	–	–	﹤0.01%	526
2021 Q4	$6K	Hold	73	–	–	﹤0.01%	550
2021 Q3	$6K	Hold	73	–	–	﹤0.01%	545
2021 Q2	$6K	Hold	73	–	–	﹤0.01%	499
2021 Q1	$6K	Hold	73	–	–	﹤0.01%	507
2020 Q4	$6K	Hold	73	–	–	﹤0.01%	452
2020 Q3	$6K	Sell	73 -145	-67%	-$12.5K	﹤0.01%	419
2020 Q2	$19K	Hold	218	–	–	﹤0.01%	288
2020 Q1	$19K	Hold	218	–	–	0.01%	233
2019 Q4	$18K	Hold	218	–	–	﹤0.01%	266
2019 Q3	$18K	Hold	218	–	–	﹤0.01%	283
2019 Q2	$18K	Hold	218	–	–	﹤0.01%	280
2019 Q1	$18K	Hold	218	–	–	﹤0.01%	267
2018 Q4	$18K	Hold	218	–	–	﹤0.01%	250
2018 Q3	$18K	Hold	218	–	–	﹤0.01%	274
2018 Q2	$18K	Hold	218	–	–	﹤0.01%	277
2018 Q1	$18K	Sell	218 -35	-14%	-$2.92K	﹤0.01%	279
2017 Q4	$21K	Buy	+253	New	+$21.3K	0.01%	272

Other funds holding SHY

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return

Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Toth Financial Advisory's SHY Position: Q3 2026 in Review

Toth Financial Advisory reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 75% in Q3 2026, selling an estimated $245 and leaving 1 share worth $82. The position accounts for ﹤0.01% of the portfolio, ranked #1016.

Toth Financial Advisory first reported a position in SHY in Q4 2017 and has held it in 32 quarters since. The position peaked at $21K in Q4 2017. 381 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

Toth Financial Advisory held 1 share of iShares 1-3 Year Treasury Bond ETF worth $82 as of Q3 2026.
Toth Financial Advisory sold 3 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $245.
iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #1016 holding.
Toth Financial Advisory first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2017 and has held it in 32 quarters since.
Toth Financial Advisory's iShares 1-3 Year Treasury Bond ETF position peaked at $21K in Q4 2017.
381 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.