Bar Harbor Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Bar Harbor Wealth Management’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	$235K	Buy	2,868 +105	+4%	+$8.63K	0.01%	243
2026 Q1	$228K	Buy	+2,763	New	+$229K	0.01%	241
2023 Q4	–	Sell	-2,820	Closed	-$228K	–	263
2023 Q3	$228K	Sell	2,820 -827	-23%	-$67K	0.02%	225
2023 Q2	$296K	Hold	3,647	–	–	0.02%	214
2023 Q1	$300K	Sell	3,647 -3,980	-52%	-$324K	0.02%	213
2022 Q4	$619K	Sell	7,627 -8,083	-51%	-$656K	0.05%	174
2022 Q3	$1.28M	Buy	+15,710	New	+$1.29M	0.11%	138
2020 Q1	–	Sell	-6,298	Closed	-$533K	–	273
2019 Q4	$533K	Sell	6,298 -496	-7%	-$42K	0.06%	182
2019 Q3	$576K	Buy	6,794 +3,680	+118%	+$312K	0.07%	192
2019 Q2	$264K	Buy	+3,114	New	+$262K	0.03%	268

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

Bar Harbor Wealth Management's SHY Position: Q2 2026 in Review

Bar Harbor Wealth Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 3.8% in Q2 2026, buying an estimated $8.63K and bringing the position to 2,868 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #243.

Bar Harbor Wealth Management first reported a position in SHY in Q2 2019 and has held it in 10 quarters since. The position peaked at $1.28M in Q3 2022. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Bar Harbor Wealth Management held 2,868 shares of iShares 1-3 Year Treasury Bond ETF worth $235K as of Q2 2026.
Bar Harbor Wealth Management bought 105 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $8.63K.
iShares 1-3 Year Treasury Bond ETF made up 0.01% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #243 holding.
Bar Harbor Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2019 and has held it in 10 quarters since.
Bar Harbor Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $1.28M in Q3 2022.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.