Valmark Advisers’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Valmark Advisers’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	$1.89M	Buy	23,056 +1,064	+5%	+$87.5K	0.02%	275
2026 Q1	$1.82M	Buy	21,992 +17,719	+415%	+$1.47M	0.02%	259
2025 Q4	$354K	Buy	4,273 +900	+27%	+$74.6K	﹤0.01%	521
2025 Q3	$280K	Buy	3,373 +287	+9%	+$23.7K	﹤0.01%	572
2025 Q2	$256K	Hold	3,086	–	–	﹤0.01%	580
2025 Q1	$255K	Sell	3,086 -25	-0.8%	-$2.06K	﹤0.01%	552
2024 Q4	$255K	Buy	+3,111	New	+$256K	﹤0.01%	544
2021 Q1	–	Sell	-3,037	Closed	-$262K	–	388
2020 Q4	$262K	Sell	3,037 -320	-10%	-$27.6K	0.01%	312
2020 Q3	$290K	Buy	+3,357	New	+$290K	0.01%	239
2018 Q2	–	Sell	-582,219	Closed	-$48.6M	–	194
2018 Q1	$48.6M	Sell	582,219 -74,270	-11%	-$6.21M	1.07%	24
2017 Q4	$55M	Buy	656,489 +22,307	+4%	+$1.88M	1.18%	21
2017 Q3	$53.6M	Buy	634,182 +9,381	+2%	+$793K	1.25%	21
2017 Q2	$52.8M	Buy	624,801 +5,784	+0.9%	+$489K	1.27%	21
2017 Q1	$52.3M	Buy	619,017 +9,129	+1%	+$771K	1.28%	21
2016 Q4	$51.5M	Sell	609,888 -1,355	-0.2%	-$115K	1.3%	21
2016 Q3	$52M	Buy	611,243 +14,102	+2%	+$1.2M	1.3%	21
2016 Q2	$50.9M	Sell	597,141 -62,233	-9%	-$5.29M	1.28%	21
2016 Q1	$56.1M	Sell	659,374 -9,667	-1%	-$820K	1.41%	19
2015 Q4	$56.5M	Buy	669,041 +557,273	+499%	+$47.2M	1.45%	19
2015 Q3	$9.5M	Buy	111,768 +10,703	+11%	+$908K	0.23%	25
2015 Q2	$8.58M	Buy	101,065 +4,381	+5%	+$372K	0.2%	25
2015 Q1	$8.21M	Buy	96,684 +2,541	+3%	+$215K	0.19%	25
2014 Q4	$7.95M	Buy	94,143 +1,276	+1%	+$108K	0.19%	25
2014 Q3	$7.85M	Buy	92,867 +656	+0.7%	+$55.4K	0.19%	25
2014 Q2	$7.8M	Sell	92,211 -2,634	-3%	-$223K	0.19%	25
2014 Q1	$8.01M	Buy	94,845 +239	+0.3%	+$20.2K	0.21%	25
2013 Q4	$7.98M	Sell	94,606 -9,567	-9%	-$808K	0.22%	26
2013 Q3	$8.8M	Sell	104,173 -12,143	-10%	-$1.02M	0.27%	27
2013 Q2	$9.8M	Buy	+116,316	New	+$9.82M	0.34%	26

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

Valmark Advisers's SHY Position: Q2 2026 in Review

Valmark Advisers increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 4.8% in Q2 2026, buying an estimated $87.5K and bringing the position to 23,056 shares worth $1.89M. The position accounts for 0.02% of the portfolio, ranked #275.

Valmark Advisers first reported a position in SHY in Q2 2013 and has held it in 29 quarters since. The position peaked at $56.5M in Q4 2015. 1,209 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Valmark Advisers held 23,056 shares of iShares 1-3 Year Treasury Bond ETF worth $1.89M as of Q2 2026.
Valmark Advisers bought 1,064 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $87.5K.
iShares 1-3 Year Treasury Bond ETF made up 0.02% of Valmark Advisers's portfolio in Q2 2026, its #275 holding.
Valmark Advisers first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and has held it in 29 quarters since.
Valmark Advisers's iShares 1-3 Year Treasury Bond ETF position peaked at $56.5M in Q4 2015.
1,209 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.