American Institute for Advanced Investment Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

American Institute for Advanced Investment Management’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	$372K	Buy	4,530 +1,200	+36%	+$98.7K	0.21%	116
2026 Q1	$275K	Buy	3,330 +50	+2%	+$4.14K	0.18%	131
2025 Q4	$272K	Buy	3,280 +850	+35%	+$70.5K	0.17%	120
2025 Q3	$202K	Sell	2,430 -270	-10%	-$22.3K	0.13%	141
2025 Q2	$224K	Hold	2,700	–	–	0.16%	131
2025 Q1	$223K	Buy	+2,700	New	+$222K	0.17%	129

Other funds holding SHY

BlackRock New York $6.73T AUM 46.02% 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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Smithfield Trust Pittsburgh, Pennsylvania $2.5B AUM 19.97% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

American Institute for Advanced Investment Management's SHY Position: Q2 2026 in Review

American Institute for Advanced Investment Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 36% in Q2 2026, buying an estimated $98.7K and bringing the position to 4,530 shares worth $372K. The position accounts for 0.21% of the portfolio, ranked #116.

American Institute for Advanced Investment Management first reported a position in SHY in Q1 2025 and has held it in 6 quarters since. 882 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

American Institute for Advanced Investment Management held 4,530 shares of iShares 1-3 Year Treasury Bond ETF worth $372K as of Q2 2026.
American Institute for Advanced Investment Management bought 1,200 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $98.7K.
iShares 1-3 Year Treasury Bond ETF made up 0.21% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #116 holding.
American Institute for Advanced Investment Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
882 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.