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Beverly Hills Private Wealth’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Beverly Hills Private 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 		$247K Sell
3,014
-425
-12% -$34.9K 0.05% 221
2026
Q1 		$284K Sell
3,439
-2,713
-44% -$225K 0.05% 275
2025
Q4 		$509K Hold
6,152
– – 0.09% 175
2025
Q3 		$510K Hold
6,152
– – 0.09% 181
2025
Q2 		$510K Hold
6,152
– – 0.1% 175
2025
Q1 		$509K Sell
6,152
-60
-1% -$4.93K 0.1% 172
2024
Q4 		$509K Sell
6,212
-125
-2% -$10.3K 0.1% 169
2024
Q3 		$527K Hold
6,337
– – 0.11% 179
2024
Q2 		$517K Sell
6,337
-25
-0.4% -$2.03K 0.11% 182
2024
Q1 		$520K Buy
+6,362
New +$521K 0.12% 188
2023
Q4 		– Sell
-6,318
Closed -$512K – 353
2023
Q3 		$512K Sell
6,318
-6,035
-49% -$489K 0.15% 142
2023
Q2 		$1M Buy
12,353
+8,920
+260% +$729K 0.16% 137
2023
Q1 		$282K Buy
3,433
+325
+10% +$26.5K 0.09% 225
2022
Q4 		$252K Buy
+3,108
New +$252K 0.11% 194

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Beverly Hills Private Wealth's SHY Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 12% in Q2 2026, selling an estimated $34.9K and leaving 3,014 shares worth $247K. The position accounts for 0.05% of the portfolio, ranked #221.

Beverly Hills Private Wealth first reported a position in SHY in Q4 2022 and has held it in 14 quarters since. The position peaked at $1M in Q2 2023. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Beverly Hills Private Wealth held 3,014 shares of iShares 1-3 Year Treasury Bond ETF worth $247K as of Q2 2026.
  • Beverly Hills Private Wealth sold 425 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $34.9K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.05% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #221 holding.
  • Beverly Hills Private Wealth first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Beverly Hills Private Wealth's iShares 1-3 Year Treasury Bond ETF position peaked at $1M in Q2 2023.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.