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

Argent 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	$12.2M	Buy	148,295 +1,570	+1%	+$129K	3.05%	8
2026 Q1	$12.1M	Buy	146,725 +2,096	+1%	+$174K	3.31%	6
2025 Q4	$12M	Buy	144,629 +5,154	+4%	+$427K	3.34%	6
2025 Q3	$11.6M	Buy	139,475 +2,630	+2%	+$218K	3.41%	6
2025 Q2	$11.3M	Sell	136,845 -253	-0.2%	-$20.9K	3.51%	4
2025 Q1	$11.3M	Sell	137,098 -4,717	-3%	-$388K	3.8%	4
2024 Q4	$11.6M	Buy	141,815 +2,740	+2%	+$225K	4.31%	4
2024 Q3	$11.6M	Sell	139,075 -523	-0.4%	-$43.1K	4.3%	4
2024 Q2	$11.4M	Sell	139,598 -3,418	-2%	-$278K	4.53%	4
2024 Q1	$11.7M	Buy	143,016 +5,651	+4%	+$462K	4.63%	4
2023 Q4	$11.3M	Sell	137,365 -1,940	-1%	-$158K	4.94%	4
2023 Q3	$11.3M	Buy	139,305 +948	+0.7%	+$76.8K	5.16%	4
2023 Q2	$11.2M	Sell	138,357 -2,778	-2%	-$227K	5.14%	4
2023 Q1	$11.6M	Buy	141,135 +92,711	+191%	+$7.56M	5.54%	3
2022 Q4	$3.93M	Buy	48,424 +11,007	+29%	+$893K	2.03%	11
2022 Q3	$3.04M	Sell	37,417 -139,623	-79%	-$11.5M	1.77%	13
2022 Q2	$14.7M	Buy	177,040 +161,395	+1,032%	+$13.4M	8.24%	1
2022 Q1	$1.3M	Buy	15,645 +932	+6%	+$78.8K	0.7%	46
2021 Q4	$1.26M	Buy	14,713 +2,126	+17%	+$182K	0.68%	42
2021 Q3	$1.08M	Buy	12,587 +3,418	+37%	+$295K	0.62%	48
2021 Q2	$790K	Buy	9,169 +1,926	+27%	+$166K	0.48%	64
2021 Q1	$625K	Sell	7,243 -4,517	-38%	-$390K	0.4%	72
2020 Q4	$1.02M	Sell	11,760 -54,160	-82%	-$4.68M	0.62%	47
2020 Q3	$5.7M	Sell	65,920 -86,650	-57%	-$7.5M	3.91%	5
2020 Q2	$13.2M	Buy	152,570 +33,536	+28%	+$2.9M	10.11%	1
2020 Q1	$10.3M	Buy	119,034 +39,406	+49%	+$3.37M	10.33%	1
2019 Q4	$6.74M	Buy	+79,628	New	+$6.75M	5.04%	3

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

Argent Advisors's SHY Position: Q2 2026 in Review

Argent Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1.1% in Q2 2026, buying an estimated $129K and bringing the position to 148,295 shares worth $12.2M. The position accounts for 3.05% of the portfolio, ranked #8.

Argent Advisors first reported a position in SHY in Q4 2019 and has held it in 27 quarters since. The position peaked at $14.7M in Q2 2022. 1,213 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Argent Advisors held 148,295 shares of iShares 1-3 Year Treasury Bond ETF worth $12.2M as of Q2 2026.
Argent Advisors bought 1,570 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $129K.
iShares 1-3 Year Treasury Bond ETF made up 3.05% of Argent Advisors's portfolio in Q2 2026, its #8 holding.
Argent Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2019 and has held it in 27 quarters since.
Argent Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $14.7M in Q2 2022.
1,213 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

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