APW
SHY icon

Aventura Private Wealth’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Aventura Private Wealth’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 		$135K Hold
1,647
– – 0.04% 207
2026
Q1 		$136K Sell
1,647
-589
-26% -$48.8K 0.05% 190
2025
Q4 		$185K Buy
2,236
+332
+17% +$27.5K 0.07% 156
2025
Q3 		$158K Hold
1,904
– – 0.06% 177
2025
Q2 		$158K Sell
1,904
-88
-4% -$7.26K 0.07% 161
2025
Q1 		$165K Sell
1,992
-391
-16% -$32.2K 0.09% 150
2024
Q4 		$195K Buy
+2,383
New +$196K 0.11% 136

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Aventura Private Wealth's SHY Position: Q2 2026 in Review

Aventura Private Wealth held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 1,647 shares worth $135K. The position accounts for 0.04% of the portfolio, ranked #207.

Aventura Private Wealth first reported a position in SHY in Q4 2024 and has held it in 7 quarters since. The position peaked at $195K in Q4 2024. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Aventura Private Wealth held 1,647 shares of iShares 1-3 Year Treasury Bond ETF worth $135K as of Q2 2026.
  • Aventura Private Wealth left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 1-3 Year Treasury Bond ETF made up 0.04% of Aventura Private Wealth's portfolio in Q2 2026, its #207 holding.
  • Aventura Private Wealth first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's iShares 1-3 Year Treasury Bond ETF position peaked at $195K in Q4 2024.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.