Values First Advisors, Inc. SHY holdings history
ISHARES 1-3 YEAR TREASURY BO · CUSIP 464287457 · CIK 1913608
As of 2026-06-30, Values First Advisors, Inc. reported 6.10K SHY (shares), valued at $500.54K, or 0.23% of its reported non-derivative portfolio. Filed 2026-08-04.
Verify history & sources →Shares decreased 93.18%; reported value decreased 93.22%, and weight changed -3.62 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.23% | 6,096 | SEC filing ↗Filed Aug 4, 2026Amended |
| Q1 2026 | 3.85% | 89,406 | SEC filing ↗Filed Apr 17, 2026 |
| Q4 2025 | 3.75% | 87,362 | SEC filing ↗Filed Jan 30, 2026 |
| Q3 2025 | 3.66% | 82,422 | SEC filing ↗Filed Oct 21, 2025 |
| Q2 2025 | 3.60% | 79,788 | SEC filing ↗Filed Jul 29, 2025 |
| Q1 2025 | 3.83% | 79,337 | SEC filing ↗Filed Apr 30, 2025 |
| Q4 2024 | 3.65% | 80,799 | SEC filing ↗Filed Jan 29, 2025 |
| Q3 2024 | 2.38% | 52,739 | SEC filing ↗Filed Oct 23, 2024 |
| Q2 2024 | 1.85% | 37,761 | SEC filing ↗Filed Jul 19, 2024 |
| Q1 2024 | 1.73% | 36,110 | SEC filing ↗Filed Apr 23, 2024 |
| Q4 2023 | 1.66% | 33,484 | SEC filing ↗Filed Jan 18, 2024 |
| Q3 2023 | 1.11% | 21,152 | SEC filing ↗Filed Nov 8, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.11% | 21,152 | $1.71M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 8, 2023 |
| Q4 2023 | 1.66% | 33,484 | $2.75M | Shares increased 58.30%; reported value increased 60.39%, and weight changed +0.55 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 18, 2024 |
| Q1 2024 | 1.73% | 36,110 | $2.95M | Shares increased 7.84%; reported value increased 7.50%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2024 |
| Q2 2024 | 1.85% | 37,761 | $3.08M | Shares increased 4.57%; reported value increased 4.41%, and weight changed +0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 19, 2024 |
| Q3 2024 | 2.38% | 52,739 | $4.39M | Shares increased 39.67%; reported value increased 42.23%, and weight changed +0.53 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 23, 2024 |
| Q4 2024 | 3.65% | 80,799 | $6.62M | Shares increased 53.21%; reported value increased 51.05%, and weight changed +1.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 29, 2025 |
| Q1 2025 | 3.83% | 79,337 | $6.56M | Shares decreased 1.81%; reported value decreased 0.92%, and weight changed +0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2025 |
| Q2 2025 | 3.60% | 79,788 | $6.61M | Shares increased 0.57%; reported value increased 0.73%, and weight changed -0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 29, 2025 |
| Q3 2025 | 3.66% | 82,422 | $6.84M | Shares increased 3.30%; reported value increased 3.43%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2025 |
| Q4 2025 | 3.75% | 87,362 | $7.24M | Shares increased 5.99%; reported value increased 5.81%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 30, 2026 |
| Q1 2026 | 3.85% | 89,406 | $7.38M | Shares increased 2.34%; reported value increased 2.03%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 17, 2026 |
| Q2 2026 | 0.23% | 6,096 | $500.54K | Shares decreased 93.18%; reported value decreased 93.22%, and weight changed -3.62 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 4, 2026 |
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