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Blue Trust Inc’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Blue Trust Inc’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 		– Sell
-4,568
Closed -$377K – 2625
2026
Q1 		$377K Sell
4,568
-2,137
-32% -$177K ﹤0.01% 574
2025
Q4 		$555K Buy
6,705
+4,160
+163% +$345K 0.01% 449
2025
Q3 		$211K Sell
2,545
-1,107
-30% -$91.6K ﹤0.01% 780
2025
Q2 		$303K Hold
3,652
– – ﹤0.01% 626
2025
Q1 		$302K Sell
3,652
-225
-6% -$18.5K ﹤0.01% 565
2024
Q4 		$318K Sell
3,877
-2,047
-35% -$168K ﹤0.01% 511
2024
Q3 		$484K Sell
5,924
-2,106
-26% -$174K 0.01% 481
2024
Q2 		$657K Hold
8,030
– – 0.01% 300
2024
Q1 		$657K Sell
8,030
-10,895
-58% -$892K 0.01% 236
2023
Q4 		$1.53M Sell
18,925
-19,985
-51% -$1.62M 0.02% 129
2023
Q3 		$3.15M Sell
38,910
-21,234
-35% -$1.72M 0.05% 80
2023
Q2 		$4.94M Sell
60,144
-36,726
-38% -$3M 0.08% 62
2023
Q1 		$7.86M Buy
96,870
+5,368
+6% +$438K 0.13% 54
2022
Q4 		$7.43M Sell
91,502
-25,347
-22% -$2.06M 0.13% 52
2022
Q3 		$9.67M Sell
116,849
-18,921
-14% -$1.56M 0.17% 43
2022
Q2 		$11.3M Buy
+135,770
New +$11.3M 0.18% 46

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

Blue Trust Inc's SHY Position: Q2 2026 in Review

Blue Trust Inc sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026, closing a stake of 4,568 shares — an estimated $377K sold.

Blue Trust Inc first reported a position in SHY in Q2 2022 and held it in 16 quarters. The position peaked at $11.3M in Q2 2022. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Blue Trust Inc reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Blue Trust Inc sold 4,568 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $377K.
  • Blue Trust Inc first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2022 and held it in 16 quarters.
  • Blue Trust Inc's iShares 1-3 Year Treasury Bond ETF position peaked at $11.3M in Q2 2022.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.