SHY — iShares 1-3 Yr Treas. COM

Ownership history in America First Investment Advisors, LLC  ·  82 quarters on record

This page tracks every 13F SEC filing in which America First Investment Advisors, LLC reported a position in iShares 1-3 Yr Treas. COM (SHY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
8.19% (2024 Q4)
Avg. % of fund
2.29%
First filed
2005 Q2
Last filed
2025 Q4
Quarters held
82
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 505,362 +35,511 +7.6% 7.62% $41.9M $82.35
2025 Q3 ADDED 469,851 +17,029 +3.8% 7.24% $39.0M $81.48
2025 Q2 ADDED 452,822 +1,206 +0.3% 7.48% $37.5M $80.60
2025 Q1 REDUCED 451,616 -5,442 -1.2% 7.88% $37.4M $79.69
78 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SHY price (monthly, adj. close)

Other funds also holding SHY

As of 2025 Q4 — sorted by position size

Santa Clara Valley Transportation Authority 22.94% Mader & Shannon Wealth Management, Inc. 3Y 7Y 13.65% Birchcreek Wealth Management, LLC 3Y 11.57% Lake Hills Wealth Management, LLC 3Y 9.9% TFC Financial Management, Inc. 3Y 9.69% LWM ADVISORS INC 7.77% INSIGHT 2811, INC. 3Y 7Y 7.61% Kiker Wealth Management, LLC 6.28% Mizuho Markets Cayman LP 3Y 6.15% Innova Wealth Partners 3Y 5.66%
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