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

Arbor Trust 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 Q1	$296K	Hold	3,586	–	–	0.13%	76
2025 Q4	$297K	Hold	3,586	–	–	0.13%	73
2025 Q3	$297K	Hold	3,586	–	–	0.13%	75
2025 Q2	$297K	Hold	3,586	–	–	0.15%	74
2025 Q1	$297K	Hold	3,586	–	–	0.14%	81
2024 Q4	$294K	Sell	3,586 -205	-5%	-$16.9K	0.14%	80
2024 Q3	$310K	Hold	3,791	–	–	0.16%	78
2024 Q2	$310K	Hold	3,791	–	–	0.16%	78
2024 Q1	$307K	Buy	3,791 +205	+6%	+$16.8K	0.17%	81
2023 Q4	$294K	Buy	3,586 +620	+21%	+$50.4K	0.18%	80
2023 Q3	$240K	Hold	2,966	–	–	0.16%	79
2023 Q2	$240K	Hold	2,966	–	–	0.15%	84
2023 Q1	$244K	Hold	2,966	–	–	0.16%	85
2022 Q4	$241K	Hold	2,966	–	–	0.17%	89
2022 Q3	$241K	Hold	2,966	–	–	0.18%	83
2022 Q2	$246K	Hold	2,966	–	–	0.17%	87
2022 Q1	$247K	Hold	2,966	–	–	0.15%	91
2021 Q4	$254K	Hold	2,966	–	–	0.15%	88
2021 Q3	$256K	Hold	2,966	–	–	0.16%	87
2021 Q2	$256K	Hold	2,966	–	–	0.16%	86
2021 Q1	$256K	Sell	2,966 -38	-1%	-$3.28K	0.17%	82
2020 Q4	$259K	Buy	3,004 +38	+1%	+$3.28K	0.19%	75
2020 Q3	$257K	Hold	2,966	–	–	0.22%	68
2020 Q2	$257K	Hold	2,966	–	–	0.23%	70
2020 Q1	$257K	Buy	+2,966	New	+$253K	0.27%	69

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Arbor Trust Wealth Advisors's SHY Position: Q1 2026 in Review

Arbor Trust Wealth Advisors held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q1 2026 at 3,586 shares worth $296K. The position accounts for 0.13% of the portfolio, ranked #76.

Arbor Trust Wealth Advisors first reported a position in SHY in Q1 2020 and has held it in 25 quarters since. The position peaked at $310K in Q3 2024. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Arbor Trust Wealth Advisors held 3,586 shares of iShares 1-3 Year Treasury Bond ETF worth $296K as of Q1 2026.
Arbor Trust Wealth Advisors left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.13% of Arbor Trust Wealth Advisors's portfolio in Q1 2026, its #76 holding.
Arbor Trust Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2020 and has held it in 25 quarters since.
Arbor Trust Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $310K in Q3 2024.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Arbor Trust Wealth Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.