Values First Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Values First 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 Q3	$286K	Sell	3,522 -2,574	-42%	-$210K	0.13%	150
2026 Q2	$501K	Sell	6,096 -83,310	-93%	-$6.85M	0.23%	113
2026 Q1	$7.38M	Buy	89,406 +2,044	+2%	+$169K	3.85%	2
2025 Q4	$7.24M	Buy	87,362 +4,940	+6%	+$409K	3.75%	2
2025 Q3	$6.84M	Buy	82,422 +2,634	+3%	+$218K	3.66%	2
2025 Q2	$6.61M	Buy	79,788 +451	+0.6%	+$37.2K	3.6%	3
2025 Q1	$6.56M	Sell	79,337 -1,462	-2%	-$120K	3.83%	3
2024 Q4	$6.62M	Buy	80,799 +28,060	+53%	+$2.31M	3.65%	3
2024 Q3	$4.39M	Buy	52,739 +14,978	+40%	+$1.24M	2.38%	4
2024 Q2	$3.08M	Buy	37,761 +1,651	+5%	+$134K	1.85%	7
2024 Q1	$2.95M	Buy	36,110 +2,626	+8%	+$215K	1.73%	8
2023 Q4	$2.75M	Buy	33,484 +12,332	+58%	+$1M	1.66%	7
2023 Q3	$1.71M	Buy	21,152 +801	+4%	+$64.9K	1.11%	24
2023 Q2	$1.65M	Buy	20,351 +970	+5%	+$79.3K	1%	34
2023 Q1	$1.59M	Buy	19,381 +9	+0%	+$734	1.01%	29
2022 Q4	$1.57M	Sell	19,372 -18,658	-49%	-$1.51M	1.1%	27
2022 Q3	$3.09M	Buy	38,030 +400	+1%	+$32.9K	2.22%	5
2022 Q2	$3.12M	Buy	37,630 +17,813	+90%	+$1.48M	2.21%	6
2022 Q1	$1.65M	Buy	19,817 +289	+1%	+$24.4K	1.04%	31
2021 Q4	$1.67M	Buy	19,528 +3,110	+19%	+$267K	0.99%	29
2021 Q3	$1.42M	Buy	16,418 +1,899	+13%	+$164K	0.92%	36
2021 Q2	$1.25M	Buy	14,519 +466	+3%	+$40.2K	0.85%	40
2021 Q1	$1.21M	Sell	14,053 -21	-0.1%	-$1.81K	0.89%	42
2020 Q4	$1.22M	Buy	14,074 +1,786	+15%	+$154K	0.97%	38
2020 Q3	$1.06M	Buy	12,288 +243	+2%	+$21K	0.98%	40
2020 Q2	$1.04M	Buy	12,045 +57	+0.5%	+$4.94K	1.03%	38
2020 Q1	$1.04M	Sell	11,988 -1,148	-9%	-$98.1K	1.25%	28
2019 Q4	$1.11M	Buy	+13,136	New	+$1.11M	1.07%	40

Other funds holding SHY

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return

Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

TFC Financial Management Boston, Massachusetts $893M AUM 15.25% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Values First Advisors's SHY Position: Q3 2026 in Review

Values First Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 42% in Q3 2026, selling an estimated $210K and leaving 3,522 shares worth $286K. The position accounts for 0.13% of the portfolio, ranked #150.

Values First Advisors first reported a position in SHY in Q4 2019 and has held it in 28 quarters since. The position peaked at $7.38M in Q1 2026. 509 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

Values First Advisors held 3,522 shares of iShares 1-3 Year Treasury Bond ETF worth $286K as of Q3 2026.
Values First Advisors sold 2,574 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $210K.
iShares 1-3 Year Treasury Bond ETF made up 0.13% of Values First Advisors's portfolio in Q3 2026, its #150 holding.
Values First Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2019 and has held it in 28 quarters since.
Values First Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $7.38M in Q1 2026.
509 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Values First Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.