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

Bingham 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	$690K	Buy	8,406 +2,102	+33%	+$173K	0.48%	66
2026 Q1	$521K	Sell	6,304 -82	-1%	-$6.79K	0.41%	74
2025 Q4	$529K	Buy	+6,386	New	+$529K	0.46%	69
2025 Q2	$524K	Buy	6,329 +23	+0.4%	+$1.9K	0.5%	59
2025 Q1	$522K	Sell	6,306 -28	-0.4%	-$2.3K	0.54%	58
2024 Q4	$519K	Buy	+6,334	New	+$521K	0.55%	60

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

Bingham Private Wealth's SHY Position: Q2 2026 in Review

Bingham Private Wealth increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 33% in Q2 2026, buying an estimated $173K and bringing the position to 8,406 shares worth $690K. The position accounts for 0.48% of the portfolio, ranked #66.

Bingham Private Wealth first reported a position in SHY in Q4 2024 and has held it in 6 quarters since. 1,211 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Bingham Private Wealth held 8,406 shares of iShares 1-3 Year Treasury Bond ETF worth $690K as of Q2 2026.
Bingham Private Wealth bought 2,102 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $173K.
iShares 1-3 Year Treasury Bond ETF made up 0.48% of Bingham Private Wealth's portfolio in Q2 2026, its #66 holding.
Bingham Private Wealth first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
1,211 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Bingham Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.