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

Wellspring 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	$371K	Hold	141,522	–	–	0.02%	198
2026 Q1	$373K	Sell	141,522 -1,227	-0.9%	-$102K	0.03%	195
2025 Q4	$417K	Buy	142,749 +121,714	+579%	+$10.1M	0.03%	159
2025 Q3	$1.75M	Sell	21,035 -297,180	-93%	-$24.6M	0.16%	47
2025 Q2	$26.4M	Sell	318,215 -49,235	-13%	-$4.06M	2.65%	9
2025 Q1	$30.4M	Buy	367,450 +185,895	+102%	+$15.3M	3.38%	7
2024 Q4	$14.9M	Buy	181,555 +16,875	+10%	+$1.39M	1.56%	15
2024 Q3	$13.7M	Buy	164,680 +32,017	+24%	+$2.64M	1.63%	15
2024 Q2	$10.8M	Buy	132,663 +21,176	+19%	+$1.72M	1.47%	17
2024 Q1	$9.12M	Buy	111,487 +26,464	+31%	+$2.17M	1.44%	17
2023 Q4	$6.98M	Buy	85,023 +64,871	+322%	+$5.27M	1.74%	18
2023 Q3	$1.63M	Buy	20,152 +21	+0.1%	+$1.7K	0.48%	38
2023 Q2	$1.63M	Buy	20,131 +15,169	+306%	+$1.24M	0.46%	38
2023 Q1	$408K	Buy	4,962 +864	+21%	+$70.4K	0.12%	72
2022 Q4	$333K	Buy	+4,098	New	+$332K	0.11%	78

Other funds holding SHY

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

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Wellspring Financial Advisors held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 141,522 shares worth $371K. The position accounts for 0.02% of the portfolio, ranked #198.

Wellspring Financial Advisors first reported a position in SHY in Q4 2022 and has held it in 15 quarters since. The position peaked at $30.4M in Q1 2025. 260 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Wellspring Financial Advisors held 141,522 shares of iShares 1-3 Year Treasury Bond ETF worth $371K as of Q2 2026.
Wellspring Financial Advisors left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.02% of Wellspring Financial Advisors's portfolio in Q2 2026, its #198 holding.
Wellspring Financial Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
Wellspring Financial Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $30.4M in Q1 2025.
260 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.