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

Addison 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	–	Sell	-160	Closed	-$13.2K	–	954
2026 Q1	$13.2K	Hold	160	–	–	﹤0.01%	609
2025 Q4	$13.3K	Hold	160	–	–	﹤0.01%	592
2025 Q3	$13.3K	Hold	160	–	–	﹤0.01%	594
2025 Q2	$13.3K	Hold	160	–	–	﹤0.01%	592
2025 Q1	$13.2K	Sell	160 -625	-80%	-$51.4K	﹤0.01%	539
2024 Q4	$64.4K	Sell	785 -7,905	-91%	-$650K	0.02%	345
2024 Q3	$723K	Sell	8,690 -240	-3%	-$19.8K	0.2%	83
2024 Q2	$729K	Buy	8,930 +495	+6%	+$40.3K	0.24%	78
2024 Q1	$690K	Buy	8,435 +3,655	+76%	+$299K	0.24%	79
2023 Q4	$392K	Buy	4,780 +2,160	+82%	+$176K	0.15%	110
2023 Q3	$212K	Buy	+2,620	New	+$212K	0.1%	144

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

Addison Advisors's SHY Position: Q2 2026 in Review

Addison Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026, closing a stake of 160 shares — an estimated $13.2K sold.

Addison Advisors first reported a position in SHY in Q3 2023 and held it in 11 quarters. The position peaked at $729K in Q2 2024. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Addison Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Addison Advisors sold 160 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $13.2K.
Addison Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2023 and held it in 11 quarters.
Addison Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $729K in Q2 2024.
1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.