BankPlus Trust Department’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

BankPlus Trust Department’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	$463K	Hold	5,641	–	–	0.11%	137
2026 Q1	$466K	Sell	5,641 -126	-2%	-$10.4K	0.12%	124
2025 Q4	$478K	Buy	5,767 +216	+4%	+$17.9K	0.12%	120
2025 Q3	$461K	Hold	5,551	–	–	0.12%	121
2025 Q2	$460K	Hold	5,551	–	–	0.14%	115
2025 Q1	$459K	Buy	5,551 +3,445	+164%	+$283K	0.15%	103
2024 Q4	$173K	Buy	+2,106	New	+$173K	0.06%	152

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

BankPlus Trust Department's SHY Position: Q2 2026 in Review

BankPlus Trust Department held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 5,641 shares worth $463K. The position accounts for 0.11% of the portfolio, ranked #137.

BankPlus Trust Department first reported a position in SHY in Q4 2024 and has held it in 7 quarters since. The position peaked at $478K in Q4 2025. 1,216 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

BankPlus Trust Department held 5,641 shares of iShares 1-3 Year Treasury Bond ETF worth $463K as of Q2 2026.
BankPlus Trust Department left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.11% of BankPlus Trust Department's portfolio in Q2 2026, its #137 holding.
BankPlus Trust Department first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
BankPlus Trust Department's iShares 1-3 Year Treasury Bond ETF position peaked at $478K in Q4 2025.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.