Brady Family Wealth’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Brady Family Wealth’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	$7.65M	Buy	93,147 +8,150	+10%	+$670K	2.21%	11
2026 Q1	$7.02M	Buy	84,997 +13,100	+18%	+$1.08M	2.19%	11
2025 Q4	$5.95M	Buy	71,897 +6,920	+11%	+$574K	1.84%	17
2025 Q3	$5.39M	Buy	64,977 +922	+1%	+$76.3K	1.67%	21
2025 Q2	$5.31M	Buy	64,055 +8,380	+15%	+$692K	1.64%	19
2025 Q1	$4.61M	Buy	55,675 +1,448	+3%	+$119K	1.47%	26
2024 Q4	$4.45M	Buy	54,227 +4,386	+9%	+$361K	1.36%	26
2024 Q3	$4.14M	Buy	49,841 +1,549	+3%	+$128K	1.24%	32
2024 Q2	$3.94M	Buy	48,292 +2,812	+6%	+$229K	1.27%	31
2024 Q1	$3.72M	Buy	45,480 +3,568	+9%	+$292K	1.21%	33
2023 Q4	$3.44M	Buy	41,912 +6,398	+18%	+$520K	1.18%	34
2023 Q3	$2.88M	Buy	35,514 +1,754	+5%	+$142K	1.11%	39
2023 Q2	$2.74M	Buy	33,760 +4,265	+14%	+$349K	1.02%	40
2023 Q1	$2.42M	Buy	29,495 +4,294	+17%	+$350K	0.96%	42
2022 Q4	$2.05M	Buy	+25,201	New	+$2.04M	0.84%	43

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

Brady Family Wealth's SHY Position: Q2 2026 in Review

Brady Family Wealth increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 9.6% in Q2 2026, buying an estimated $670K and bringing the position to 93,147 shares worth $7.65M. The position accounts for 2.21% of the portfolio, ranked #11.

Brady Family Wealth first reported a position in SHY in Q4 2022 and has held it in 15 quarters since. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Brady Family Wealth held 93,147 shares of iShares 1-3 Year Treasury Bond ETF worth $7.65M as of Q2 2026.
Brady Family Wealth bought 8,150 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $670K.
iShares 1-3 Year Treasury Bond ETF made up 2.21% of Brady Family Wealth's portfolio in Q2 2026, its #11 holding.
Brady Family Wealth first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Brady Family Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.