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 Q2	$329	Hold	4	–	–	﹤0.01%	864
2026 Q1	$331	Hold	4	–	–	﹤0.01%	859
2025 Q4	$332	Sell	4 -26	-87%	-$2.15K	﹤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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Toth Financial Advisory's SHY Position: Q2 2026 in Review

Toth Financial Advisory held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 4 shares worth $329. The position accounts for ﹤0.01% of the portfolio, ranked #864.

Toth Financial Advisory first reported a position in SHY in Q4 2017 and has held it in 31 quarters since. The position peaked at $21K in Q4 2017. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Toth Financial Advisory held 4 shares of iShares 1-3 Year Treasury Bond ETF worth $329 as of Q2 2026.
Toth Financial Advisory left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #864 holding.
Toth Financial Advisory first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2017 and has held it in 31 quarters since.
Toth Financial Advisory's iShares 1-3 Year Treasury Bond ETF position peaked at $21K in Q4 2017.
1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.