SHY — ISHARES 1-3 YEAR TREASURY BOND ETF

Ownership history in Modus Advisors, LLC  ·  14 quarters on record

This page tracks every 13F SEC filing in which Modus Advisors, LLC reported a position in ISHARES 1-3 YEAR TREASURY BOND ETF (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
2.32% (2023 Q3)
Avg. % of fund
1.81%
First filed
2020 Q2
Last filed
2025 Q4
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 69,489 +238 +0.3% 1.52% $5.8M $82.35
2025 Q3 ADDED 69,251 +2,292 +3.4% 1.56% $5.7M $81.48
2025 Q2 REDUCED 66,959 -933 -1.4% 1.65% $5.5M $80.60
2025 Q1 REDUCED 67,892 -1,651 -2.4% 1.84% $5.6M $79.69
10 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% America First Investment Advisors, LLC 3Y 7Y 7.62% INSIGHT 2811, INC. 3Y 7Y 7.61% Kiker Wealth Management, LLC 6.28% Mizuho Markets Cayman LP 3Y 6.15%
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