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

Avion 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	$11K	Hold	135	–	–	﹤0.01%	586
2026 Q1	$11K	Hold	135	–	–	﹤0.01%	476
2025 Q4	$11K	Hold	135	–	–	﹤0.01%	479
2025 Q3	$11K	Hold	135	–	–	﹤0.01%	462
2025 Q2	$11K	Buy	135 +91	+207%	+$7.51K	﹤0.01%	450
2025 Q1	$3K	Buy	+44	New	+$3.62K	﹤0.01%	667
2023 Q4	–	Sell	-44	Closed	-$3K	–	1319
2023 Q3	$3K	Hold	44	–	–	﹤0.01%	432
2023 Q2	$3K	Buy	+44	New	+$3.6K	﹤0.01%	438
2023 Q1	–	Sell	-178	Closed	-$14K	–	752
2022 Q4	$14K	Hold	178	–	–	﹤0.01%	241
2022 Q3	$14K	Hold	178	–	–	﹤0.01%	242
2022 Q2	$15K	Hold	178	–	–	﹤0.01%	227
2022 Q1	$15K	Hold	178	–	–	﹤0.01%	200
2021 Q4	$15K	Hold	178	–	–	﹤0.01%	203
2021 Q3	$15K	Buy	+178	New	+$15.3K	﹤0.01%	203

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

Avion Wealth's SHY Position: Q2 2026 in Review

Avion Wealth held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 135 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #586.

Avion Wealth first reported a position in SHY in Q3 2021 and has held it in 14 quarters since. The position peaked at $15K in Q2 2022. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Avion Wealth held 135 shares of iShares 1-3 Year Treasury Bond ETF worth $11K as of Q2 2026.
Avion 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 ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #586 holding.
Avion Wealth first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2021 and has held it in 14 quarters since.
Avion Wealth's iShares 1-3 Year Treasury Bond ETF position peaked at $15K in Q2 2022.
1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.