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

Beaird Harris 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	$5.42K	Buy	+66	New	+$5.43K	﹤0.01%	439
2024 Q2	–	Sell	-79	Closed	-$6.46K	–	783
2024 Q1	$6.46K	Buy	+79	New	+$6.46K	﹤0.01%	368
2022 Q2	–	Sell	-156	Closed	-$13K	–	574
2022 Q1	$13K	Hold	156	–	–	﹤0.01%	298
2021 Q4	$13K	Buy	+156	New	+$13.4K	﹤0.01%	374

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

Beaird Harris Wealth Management's SHY Position: Q2 2026 in Review

Beaird Harris Wealth Management opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026: 66 shares worth $5.42K. The stake represents ﹤0.01% of the portfolio and ranks #439 among its holdings. This is a return to the name: Beaird Harris Wealth Management previously reported a position in SHY as recently as Q1 2024.

Beaird Harris Wealth Management first reported a position in SHY in Q4 2021 and has held it in 4 quarters since. The position peaked at $13K in Q1 2022. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Beaird Harris Wealth Management held 66 shares of iShares 1-3 Year Treasury Bond ETF worth $5.42K as of Q2 2026.
iShares 1-3 Year Treasury Bond ETF was a new Beaird Harris Wealth Management position in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #439 holding.
Beaird Harris Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2021 and has held it in 4 quarters since.
Beaird Harris Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $13K in Q1 2022.
1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.