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

Birchcreek 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 		$27.1M Buy
330,048
+37,599
+13% +$3.09M 10.56% 1
2026
Q1 		$24.1M Buy
292,449
+8,006
+3% +$663K 11.63% 1
2025
Q4 		$23.6M Buy
284,443
+43,205
+18% +$3.58M 11.57% 1
2025
Q3 		$20M Buy
241,238
+21,903
+10% +$1.81M 10.34% 1
2025
Q2 		$18.2M Buy
219,335
+13,026
+6% +$1.08M 10.3% 1
2025
Q1 		$17.1M Buy
206,309
+14,092
+7% +$1.16M 10.77% 1
2024
Q4 		$15.8M Buy
192,217
+25,035
+15% +$2.06M 9.9% 1
2024
Q3 		$13.9M Buy
167,182
+33,982
+26% +$2.8M 9.11% 1
2024
Q2 		$10.9M Sell
133,200
-3,845
-3% -$313K 6.12% 3
2024
Q1 		$11.2M Buy
137,045
+20,790
+18% +$1.7M 5.89% 3
2023
Q4 		$9.54M Buy
116,255
+22,946
+25% +$1.87M 5.7% 2
2023
Q3 		$7.56M Buy
93,309
+5,441
+6% +$441K 5.12% 2
2023
Q2 		$7.12M Buy
87,868
+23,591
+37% +$1.93M 4.97% 2
2023
Q1 		$5.28M Buy
64,277
+58,758
+1,065% +$4.79M 4.18% 3
2022
Q4 		$448K Sell
5,519
-345
-6% -$28K 0.4% 65
2022
Q3 		$476K Buy
5,864
+3,334
+132% +$274K 0.44% 60
2022
Q2 		$209K Buy
+2,530
New +$210K 0.19% 108
2021
Q1 		– Sell
-1,345
Closed -$116K – 252
2020
Q4 		$116K Buy
+1,345
New +$116K 0.11% 135

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

Birchcreek Wealth Management's SHY Position: Q2 2026 in Review

Birchcreek Wealth Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 13% in Q2 2026, buying an estimated $3.09M and bringing the position to 330,048 shares worth $27.1M. The position accounts for 10.56% of the portfolio, ranked #1.

Birchcreek Wealth Management first reported a position in SHY in Q4 2020 and has held it in 18 quarters since. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Birchcreek Wealth Management held 330,048 shares of iShares 1-3 Year Treasury Bond ETF worth $27.1M as of Q2 2026.
  • Birchcreek Wealth Management bought 37,599 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $3.09M.
  • iShares 1-3 Year Treasury Bond ETF made up 10.56% of Birchcreek Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Birchcreek Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and has held it in 18 quarters since.
  • 1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Birchcreek Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.