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

Transamerica Financial Advisors’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	$5.75M	Buy	70,033 +36,444	+108%	+$3M	0.49%	52
2026 Q1	$2.77M	Buy	33,589 +30,282	+916%	+$2.51M	0.24%	101
2025 Q4	$274K	Sell	3,307 -558	-14%	-$46.3K	0.02%	321
2025 Q3	$321K	Sell	3,865 -145,179	-97%	-$12M	0.03%	275
2025 Q2	$12.3M	Buy	149,044 +114,054	+326%	+$9.42M	1.16%	16
2025 Q1	$2.9M	Sell	34,990 -12,016	-26%	-$988K	0.3%	86
2024 Q4	$3.85M	Buy	47,006 +46,629	+12,368%	+$3.83M	0.38%	70
2024 Q3	$32K	Sell	377 -150,458	-100%	-$12.4M	﹤0.01%	318
2024 Q2	$12.3M	Hold	150,835	–	–	1.31%	13
2024 Q1	$12.3M	Buy	150,835 +101,922	+208%	+$8.34M	1.26%	13
2023 Q4	$4.01M	Sell	48,913 -22,779	-32%	-$1.85M	0.55%	34
2023 Q3	$5.8M	Buy	71,692 +70,707	+7,178%	+$5.73M	0.79%	23
2023 Q2	$80K	Sell	985 -181,047	-99%	-$14.8M	0.01%	263
2023 Q1	$15M	Buy	182,032 +180,171	+9,681%	+$14.7M	1.98%	10
2022 Q4	$152K	Sell	1,861 -342,372	-99%	-$27.8M	0.02%	236
2022 Q3	$28M	Sell	344,233 -130,648	-28%	-$10.8M	4.12%	3
2022 Q2	$39.3M	Buy	+474,881	New	+$39.4M	5.57%	3
2020 Q3	–	Sell	-13,370	Closed	-$1.16M	–	422
2020 Q2	$1.16M	Buy	+13,370	New	+$1.16M	0.25%	65
2018 Q1	–	Sell	-282	Closed	-$24K	–	472
2017 Q4	$24K	Hold	282	–	–	﹤0.01%	249
2017 Q3	$24K	Hold	282	–	–	﹤0.01%	253
2017 Q2	$24K	Hold	282	–	–	﹤0.01%	237
2017 Q1	$24K	Sell	282 -265	-48%	-$22.4K	﹤0.01%	240
2016 Q4	$47K	Sell	547 -123,093	-100%	-$10.4M	0.01%	224
2016 Q3	$10.5M	Buy	123,640 +122,904	+16,699%	+$10.5M	1.14%	19
2016 Q2	$63K	Sell	736 -135,638	-99%	-$11.5M	0.01%	221
2016 Q1	$11.6M	Sell	136,374 -203,140	-60%	-$17.2M	0.98%	23
2015 Q4	$28.6M	Buy	339,514 +297,090	+700%	+$25.2M	2.1%	9
2015 Q3	$3.61M	Buy	42,424 +12,231	+41%	+$1.04M	0.29%	71
2015 Q2	$2.56M	Hold	30,193	–	–	0.18%	108
2015 Q1	$2.56M	Buy	+30,193	New	+$2.56M	0.18%	108

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

Transamerica Financial Advisors's SHY Position: Q2 2026 in Review

Transamerica Financial Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 108% in Q2 2026, buying an estimated $3M and bringing the position to 70,033 shares worth $5.75M. The position accounts for 0.49% of the portfolio, ranked #52.

Transamerica Financial Advisors first reported a position in SHY in Q1 2015 and has held it in 30 quarters since. The position peaked at $39.3M in Q2 2022. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Transamerica Financial Advisors held 70,033 shares of iShares 1-3 Year Treasury Bond ETF worth $5.75M as of Q2 2026.
Transamerica Financial Advisors bought 36,444 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $3M.
iShares 1-3 Year Treasury Bond ETF made up 0.49% of Transamerica Financial Advisors's portfolio in Q2 2026, its #52 holding.
Transamerica Financial Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2015 and has held it in 30 quarters since.
Transamerica Financial Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $39.3M in Q2 2022.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.