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Bogart Wealth LLC’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Bogart Wealth LLC’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 		$14.4K Hold
175
– – ﹤0.01% 901
2026
Q1 		$14.4K Hold
175
– – ﹤0.01% 813
2025
Q4 		$14.5K Hold
175
– – ﹤0.01% 770
2025
Q3 		$14.5K Hold
175
– – ﹤0.01% 750
2025
Q2 		$14.5K Hold
175
– – ﹤0.01% 710
2025
Q1 		$14.5K Sell
175
-130
-43% -$10.7K ﹤0.01% 664
2024
Q4 		$25K Hold
305
– – ﹤0.01% 539
2024
Q3 		$25.4K Hold
305
– – ﹤0.01% 517
2024
Q2 		$24.9K Buy
305
+130
+74% +$10.6K ﹤0.01% 507
2024
Q1 		$14.3K Hold
175
– – ﹤0.01% 583
2023
Q4 		$14.4K Hold
175
– – ﹤0.01% 563
2023
Q3 		$14.2K Hold
175
– – ﹤0.01% 532
2023
Q2 		$14.2K Hold
175
– – ﹤0.01% 523
2023
Q1 		$14.4K Sell
175
-8
-4% -$652 ﹤0.01% 527
2022
Q4 		$14.9K Hold
183
– – ﹤0.01% 482
2022
Q3 		$15K Hold
183
– – ﹤0.01% 478
2022
Q2 		$15K Hold
183
– – ﹤0.01% 470
2022
Q1 		$15K Hold
183
– – ﹤0.01% 434
2021
Q4 		$16K Hold
183
– – ﹤0.01% 413
2021
Q3 		$16K Buy
183
+8
+5% +$690 ﹤0.01% 391
2021
Q2 		$15K Hold
175
– – ﹤0.01% 393
2021
Q1 		$15K Hold
175
– – ﹤0.01% 361
2020
Q4 		$15K Hold
175
– – ﹤0.01% 289
2020
Q3 		$15K Sell
175
-78
-31% -$6.75K ﹤0.01% 272
2020
Q2 		$22K Sell
253
-77
-23% -$6.67K 0.01% 234
2020
Q1 		$29K Hold
330
– – 0.01% 192
2019
Q4 		$28K Sell
330
-254
-43% -$21.5K 0.01% 216
2019
Q3 		$50K Sell
584
-117
-17% -$9.91K 0.02% 158
2019
Q2 		$59K Sell
701
-952
-58% -$80.2K 0.04% 138
2019
Q1 		$139K Sell
1,653
-97
-6% -$8.12K 0.07% 100
2018
Q4 		$146K Buy
+1,750
New +$145K 0.07% 85

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

Bogart Wealth LLC's SHY Position: Q2 2026 in Review

Bogart Wealth LLC held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 175 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #901.

Bogart Wealth LLC first reported a position in SHY in Q4 2018 and has held it in 31 quarters since. The position peaked at $146K in Q4 2018. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Bogart Wealth LLC held 175 shares of iShares 1-3 Year Treasury Bond ETF worth $14.4K as of Q2 2026.
  • Bogart Wealth LLC left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #901 holding.
  • Bogart Wealth LLC first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • Bogart Wealth LLC's iShares 1-3 Year Treasury Bond ETF position peaked at $146K in Q4 2018.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.