UAS
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United Asset Strategies’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

United Asset Strategies’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 		$2.11M Sell
25,642
-1,984
-7% -$163K 0.15% 103
2026
Q1 		$2.28M Buy
27,626
+452
+2% +$37.4K 0.18% 92
2025
Q4 		$2.25M Sell
27,174
-875
-3% -$72.5K 0.17% 98
2025
Q3 		$2.33M Buy
28,049
+223
+0.8% +$18.4K 0.19% 91
2025
Q2 		$2.31M Buy
27,826
+8,318
+43% +$687K 0.2% 91
2025
Q1 		$1.61M Buy
19,508
+10,861
+126% +$893K 0.15% 116
2024
Q4 		$709K Sell
8,647
-288
-3% -$23.7K 0.07% 159
2024
Q3 		$743K Sell
8,935
-142
-2% -$11.7K 0.07% 164
2024
Q2 		$741K Sell
9,077
-337
-4% -$27.4K 0.07% 155
2024
Q1 		$770K Sell
9,414
-116
-1% -$9.49K 0.08% 169
2023
Q4 		$782K Sell
9,530
-3,585
-27% -$291K 0.09% 161
2023
Q3 		$1.06M Buy
13,115
+382
+3% +$30.9K 0.14% 135
2023
Q2 		$1.03M Buy
12,733
+1,055
+9% +$86.3K 0.13% 136
2023
Q1 		$1.09M Sell
11,678
-1,389
-11% -$113K 0.14% 133
2022
Q4 		$1.06M Sell
13,067
-1,478
-10% -$120K 0.15% 134
2022
Q3 		$1.18M Sell
14,545
-2,879
-17% -$237K 0.18% 109
2022
Q2 		$1.44M Sell
17,424
-2,007
-10% -$166K 0.21% 91
2022
Q1 		$1.62M Sell
19,431
-158
-0.8% -$13.4K 0.21% 93
2021
Q4 		$1.68M Buy
+19,589
New +$1.68M 0.2% 90
2021
Q3 		– Sell
-3,809
Closed -$328K – 221
2021
Q2 		$328K Sell
3,809
-1,568
-29% -$135K 0.04% 172
2021
Q1 		$464K Sell
5,377
-5,774
-52% -$498K 0.07% 151
2020
Q4 		$963K Buy
11,151
+6,209
+126% +$536K 0.15% 105
2020
Q3 		$428K Sell
4,942
-6,000
-55% -$519K 0.08% 147
2020
Q2 		$948K Sell
10,942
-208
-2% -$18K 0.19% 96
2020
Q1 		$966K Buy
+11,150
New +$952K 0.24% 83
2019
Q3 		– Sell
-2,768
Closed -$235K – 200
2019
Q2 		$235K Sell
2,768
-41
-1% -$3.45K 0.05% 167
2019
Q1 		$236K Buy
+2,809
New +$235K 0.06% 178
2018
Q3 		– Sell
-2,566
Closed -$214K – 218
2018
Q2 		$214K Sell
2,566
-1,608
-39% -$134K 0.06% 187
2018
Q1 		$349K Sell
4,174
-229
-5% -$19.1K 0.1% 155
2017
Q4 		$369K Buy
4,403
+241
+6% +$20.3K 0.1% 150
2017
Q3 		$351K Sell
4,162
-2,276
-35% -$192K 0.2% 99
2017
Q2 		$544K Sell
6,438
-1,930
-23% -$163K 0.16% 104
2017
Q1 		$707K Sell
8,368
-120
-1% -$10.1K 0.22% 87
2016
Q4 		$717K Buy
8,488
+88
+1% +$7.45K 0.23% 88
2016
Q3 		$714K Sell
8,400
-71
-0.8% -$6.04K 0.25% 80
2016
Q2 		$723K Buy
+8,471
New +$720K 0.27% 80

Other funds holding SHY

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
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

United Asset Strategies's SHY Position: Q2 2026 in Review

United Asset Strategies reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 7.2% in Q2 2026, selling an estimated $163K and leaving 25,642 shares worth $2.11M. The position accounts for 0.15% of the portfolio, ranked #103.

United Asset Strategies first reported a position in SHY in Q2 2016 and has held it in 36 quarters since. The position peaked at $2.33M in Q3 2025. 409 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • United Asset Strategies held 25,642 shares of iShares 1-3 Year Treasury Bond ETF worth $2.11M as of Q2 2026.
  • United Asset Strategies sold 1,984 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $163K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.15% of United Asset Strategies's portfolio in Q2 2026, its #103 holding.
  • United Asset Strategies first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2016 and has held it in 36 quarters since.
  • United Asset Strategies's iShares 1-3 Year Treasury Bond ETF position peaked at $2.33M in Q3 2025.
  • 409 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.