Blalock Williams’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Blalock Williams’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	$564K	Sell	6,869 -106	-2%	-$8.72K	0.37%	69
2026 Q1	$576K	Sell	6,975 -385	-5%	-$31.9K	0.45%	58
2025 Q4	$610K	Buy	7,360 +382	+5%	+$31.7K	0.49%	50
2025 Q3	$579K	Buy	6,978 +648	+10%	+$53.6K	0.51%	52
2025 Q2	$525K	Sell	6,330 -10,027	-61%	-$828K	0.52%	54
2025 Q1	$1.35M	Sell	16,357 -826	-5%	-$67.9K	1.52%	15
2024 Q4	$1.41M	Buy	+17,183	New	+$1.41M	1.64%	15

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

Blalock Williams's SHY Position: Q2 2026 in Review

Blalock Williams reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1.5% in Q2 2026, selling an estimated $8.72K and leaving 6,869 shares worth $564K. The position accounts for 0.37% of the portfolio, ranked #69.

Blalock Williams first reported a position in SHY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.41M in Q4 2024. 1,213 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Blalock Williams held 6,869 shares of iShares 1-3 Year Treasury Bond ETF worth $564K as of Q2 2026.
Blalock Williams sold 106 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $8.72K.
iShares 1-3 Year Treasury Bond ETF made up 0.37% of Blalock Williams's portfolio in Q2 2026, its #69 holding.
Blalock Williams first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Blalock Williams's iShares 1-3 Year Treasury Bond ETF position peaked at $1.41M in Q4 2024.
1,213 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Blalock Williams's 13F filing for Q2 2026, filed 7 Aug 2026.