Avidian Wealth Enterprises’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Avidian Wealth Enterprises’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	$444K	Sell	5,402 -3	-0.1%	-$247	0.01%	501
2026 Q1	$446K	Buy	5,405 +1,210	+29%	+$100K	0.01%	462
2025 Q4	$347K	Hold	4,195	–	–	0.01%	446
2025 Q3	$348K	Sell	4,195 -4	-0.1%	-$331	0.01%	437
2025 Q2	$348K	Hold	4,199	–	–	0.01%	410
2025 Q1	$347K	Hold	4,199	–	–	0.02%	378
2024 Q4	$344K	Sell	4,199 -203	-5%	-$16.7K	0.02%	372
2024 Q3	$366K	Buy	4,402 +203	+5%	+$16.7K	0.02%	357
2024 Q2	$343K	Sell	4,199 -361	-8%	-$29.4K	0.01%	365
2024 Q1	$373K	Buy	4,560 +256	+6%	+$20.9K	0.02%	320
2023 Q4	$353K	Sell	4,304 -11	-0.3%	-$894	0.02%	316
2023 Q3	$349K	Sell	4,315 -2,326	-35%	-$188K	0.02%	306
2023 Q2	$538K	Sell	6,641 -1,249	-16%	-$102K	0.04%	255
2023 Q1	$648K	Sell	7,890 -675	-8%	-$55K	0.04%	254
2022 Q4	$695K	Buy	8,565 +1,524	+22%	+$124K	0.05%	226
2022 Q3	$572K	Sell	7,041 -2,565	-27%	-$211K	0.04%	217
2022 Q2	$795K	Buy	9,606 +694	+8%	+$57.6K	0.06%	196
2022 Q1	$743K	Buy	8,912 +472	+6%	+$39.9K	0.05%	237
2021 Q4	$722K	Buy	+8,440	New	+$724K	0.04%	237
2019 Q2	–	Sell	-2,415	Closed	-$203K	–	161
2019 Q1	$203K	Buy	+2,415	New	+$202K	0.05%	128
2017 Q1	–	Sell	-35,214	Closed	-$2.97M	–	96
2016 Q4	$2.97M	Buy	35,214 +3,795	+12%	+$321K	1.3%	16
2016 Q3	$2.67M	Buy	31,419 +5,198	+20%	+$442K	1.08%	16
2016 Q2	$2.24K	Hold	26,221	–	–	0.81%	20
2016 Q1	$2.23M	Buy	26,221 +7,450	+40%	+$632K	1.2%	14
2015 Q4	$1.58M	Buy	18,771 +1,480	+9%	+$125K	0.77%	13
2015 Q3	$1.47M	Buy	17,291 +2,065	+14%	+$175K	0.92%	9
2015 Q2	$1.29M	Buy	+15,226	New	+$1.29M	0.54%	14

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

Avidian Wealth Enterprises's SHY Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.06% in Q2 2026, selling an estimated $247 and leaving 5,402 shares worth $444K. The position accounts for 0.01% of the portfolio, ranked #501.

Avidian Wealth Enterprises first reported a position in SHY in Q2 2015 and has held it in 27 quarters since. The position peaked at $2.97M in Q4 2016. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Avidian Wealth Enterprises held 5,402 shares of iShares 1-3 Year Treasury Bond ETF worth $444K as of Q2 2026.
Avidian Wealth Enterprises sold 3 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $247.
iShares 1-3 Year Treasury Bond ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #501 holding.
Avidian Wealth Enterprises first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2015 and has held it in 27 quarters since.
Avidian Wealth Enterprises's iShares 1-3 Year Treasury Bond ETF position peaked at $2.97M in Q4 2016.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.