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

Anchor Capital 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	$32.9M	Buy	400,907 +2,111	+0.5%	+$174K	0.93%	45
2026 Q1	$32.9M	Buy	398,796 +147,479	+59%	+$12.2M	0.94%	45
2025 Q4	$20.8M	Sell	251,317 -5,408	-2%	-$448K	0.6%	60
2025 Q3	$21.3M	Sell	256,725 -4,433	-2%	-$367K	0.62%	57
2025 Q2	$21.6M	Sell	261,158 -160,117	-38%	-$13.2M	0.64%	59
2025 Q1	$34.9M	Sell	421,275 -3,991	-0.9%	-$328K	1.04%	42
2024 Q4	$34.9M	Buy	425,266 +1,836	+0.4%	+$151K	0.99%	40
2024 Q3	$35.2M	Sell	423,430 -33,129	-7%	-$2.73M	0.94%	48
2024 Q2	$37.3M	Buy	456,559 +223,703	+96%	+$18.2M	1.05%	41
2024 Q1	$19M	Buy	232,856 +1,930	+0.8%	+$158K	0.5%	66
2023 Q4	$18.9M	Sell	230,926 -16,037	-6%	-$1.3M	0.5%	63
2023 Q3	$20M	Buy	246,963 +4,303	+2%	+$348K	0.56%	59
2023 Q2	$19.7M	Sell	242,660 -90,546	-27%	-$7.4M	0.51%	64
2023 Q1	$27.4M	Buy	333,206 +12,874	+4%	+$1.05M	0.72%	49
2022 Q4	$26M	Buy	320,332 +235,237	+276%	+$19.1M	0.67%	50
2022 Q3	$6.91M	Buy	+85,095	New	+$7M	0.19%	104

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

Anchor Capital Advisors's SHY Position: Q2 2026 in Review

Anchor Capital Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.53% in Q2 2026, buying an estimated $174K and bringing the position to 400,907 shares worth $32.9M. The position accounts for 0.93% of the portfolio, ranked #45.

Anchor Capital Advisors first reported a position in SHY in Q3 2022 and has held it in 16 quarters since. The position peaked at $37.3M in Q2 2024. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Anchor Capital Advisors held 400,907 shares of iShares 1-3 Year Treasury Bond ETF worth $32.9M as of Q2 2026.
Anchor Capital Advisors bought 2,111 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $174K.
iShares 1-3 Year Treasury Bond ETF made up 0.93% of Anchor Capital Advisors's portfolio in Q2 2026, its #45 holding.
Anchor Capital Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2022 and has held it in 16 quarters since.
Anchor Capital Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $37.3M in Q2 2024.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Anchor Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.