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Bond & Devick Financial Network’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Bond & Devick Financial Network’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 		$712K Buy
8,674
+615
+8% +$50.6K 0.18% 86
2026
Q1 		$665K Buy
8,059
+351
+5% +$29.1K 0.19% 82
2025
Q4 		$638K Buy
7,708
+1,581
+26% +$131K 0.18% 78
2025
Q3 		$508K Buy
6,127
+1,220
+25% +$101K 0.15% 95
2025
Q2 		$407K Hold
4,907
– – 0.14% 99
2025
Q1 		$406K Sell
4,907
-467
-9% -$38.4K 0.15% 91
2024
Q4 		$447K Hold
5,374
– – 0.19% 94
2024
Q3 		$447K Buy
5,374
+1,647
+44% +$136K 0.19% 94
2024
Q2 		$304K Buy
+3,727
New +$303K 0.16% 108
2024
Q1 		– Sell
-4,057
Closed -$333K – 144
2023
Q4 		$333K Buy
4,057
+422
+12% +$34.3K 0.19% 97
2023
Q3 		$294K Sell
3,635
-664
-15% -$53.8K 0.19% 99
2023
Q2 		$349K Sell
4,299
-2,331
-35% -$191K 0.22% 89
2023
Q1 		$545K Sell
6,630
-428
-6% -$34.9K 0.35% 60
2022
Q4 		$573K Buy
7,058
+2,773
+65% +$225K 0.41% 52
2022
Q3 		$348K Sell
4,285
-984
-19% -$81K 0.29% 77
2022
Q2 		$436K Buy
+5,269
New +$437K 0.38% 62

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

Bond & Devick Financial Network's SHY Position: Q2 2026 in Review

Bond & Devick Financial Network increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 7.6% in Q2 2026, buying an estimated $50.6K and bringing the position to 8,674 shares worth $712K. The position accounts for 0.18% of the portfolio, ranked #86.

Bond & Devick Financial Network first reported a position in SHY in Q2 2022 and has held it in 16 quarters since. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Bond & Devick Financial Network held 8,674 shares of iShares 1-3 Year Treasury Bond ETF worth $712K as of Q2 2026.
  • Bond & Devick Financial Network bought 615 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $50.6K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.18% of Bond & Devick Financial Network's portfolio in Q2 2026, its #86 holding.
  • Bond & Devick Financial Network first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Bond & Devick Financial Network's 13F filing for Q2 2026, filed 16 Jul 2026.