Acorn Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Acorn Wealth 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	$1.07M	Sell	13,023 -4,545	-26%	-$374K	0.26%	80
2026 Q1	$1.45M	Sell	17,568 -1,878	-10%	-$155K	0.42%	54
2025 Q4	$1.61M	Sell	19,446 -988	-5%	-$81.9K	0.48%	52
2025 Q3	$1.7M	Buy	20,434 +518	+3%	+$42.8K	0.53%	47
2025 Q2	$1.65M	Buy	19,916 +60	+0.3%	+$4.95K	0.61%	40
2025 Q1	$1.64M	Buy	19,856 +408	+2%	+$33.6K	0.68%	34
2024 Q4	$1.59M	Sell	19,448 -1,331	-6%	-$109K	0.66%	36
2024 Q3	$1.73M	Buy	20,779 +152	+0.7%	+$12.5K	0.74%	31
2024 Q2	$1.68M	Sell	20,627 -3,311	-14%	-$269K	0.83%	29
2024 Q1	$1.96M	Buy	23,938 +8,267	+53%	+$677K	1.02%	25
2023 Q4	$1.29M	Buy	15,671 +4,864	+45%	+$395K	0.76%	30
2023 Q3	$875K	Sell	10,807 -8,909	-45%	-$721K	0.58%	39
2023 Q2	$1.6M	Sell	19,716 -415	-2%	-$33.9K	1.09%	21
2023 Q1	$1.65M	Buy	+20,131	New	+$1.64M	1.22%	18
2018 Q3	–	Sell	-1,728	Closed	-$144K	–	382
2018 Q2	$144K	Buy	1,728 +2	+0.1%	+$167	0.12%	137
2018 Q1	$144K	Sell	1,726 -124	-7%	-$10.4K	0.12%	137
2017 Q4	$155K	Buy	+1,850	New	+$156K	0.14%	122

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Acorn Wealth Advisors's SHY Position: Q2 2026 in Review

Acorn Wealth Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 26% in Q2 2026, selling an estimated $374K and leaving 13,023 shares worth $1.07M. The position accounts for 0.26% of the portfolio, ranked #80.

Acorn Wealth Advisors first reported a position in SHY in Q4 2017 and has held it in 17 quarters since. The position peaked at $1.96M in Q1 2024. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Acorn Wealth Advisors held 13,023 shares of iShares 1-3 Year Treasury Bond ETF worth $1.07M as of Q2 2026.
Acorn Wealth Advisors sold 4,545 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $374K.
iShares 1-3 Year Treasury Bond ETF made up 0.26% of Acorn Wealth Advisors's portfolio in Q2 2026, its #80 holding.
Acorn Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2017 and has held it in 17 quarters since.
Acorn Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $1.96M in Q1 2024.
1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.