VA
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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Valmark Advisers's SHY Position: Q1 2026 in Review

Valmark Advisers increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 415% in Q1 2026, buying an estimated $1.47M and bringing the position to 21,992 shares worth $1.82M. The position accounts for 0.02% of the portfolio, ranked #259.

Valmark Advisers first reported a position in SHY in Q2 2013 and has held it in 28 quarters since. The position peaked at $56.5M in Q4 2015. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Valmark Advisers held 21,992 shares of iShares 1-3 Year Treasury Bond ETF worth $1.82M as of Q1 2026.
  • Valmark Advisers bought 17,719 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.47M.
  • iShares 1-3 Year Treasury Bond ETF made up 0.02% of Valmark Advisers's portfolio in Q1 2026, its #259 holding.
  • Valmark Advisers first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and has held it in 28 quarters since.
  • Valmark Advisers's iShares 1-3 Year Treasury Bond ETF position peaked at $56.5M in Q4 2015.
  • 1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.