Brown Advisory’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Brown Advisory’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	$371K	Buy	+4,520	New	+$372K	﹤0.01%	1228
2024 Q3	–	Sell	-6,292	Closed	-$514K	–	1292
2024 Q2	$514K	Buy	6,292 +3,315	+111%	+$270K	﹤0.01%	949
2024 Q1	$243K	Sell	2,977 -33,276	-92%	-$2.72M	﹤0.01%	1126
2023 Q4	$2.97M	Sell	36,253 -4,871	-12%	-$396K	﹤0.01%	557
2023 Q3	$3.33M	Buy	41,124 +3,320	+9%	+$269K	0.01%	532
2023 Q2	$3.07M	Buy	37,804 +27,543	+268%	+$2.25M	﹤0.01%	542
2023 Q1	$843K	Sell	10,261 -15,815	-61%	-$1.29M	﹤0.01%	795
2022 Q4	$2.12M	Buy	26,076 +18,309	+236%	+$1.49M	﹤0.01%	598
2022 Q3	$631K	Buy	+7,767	New	+$639K	﹤0.01%	804

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

Brown Advisory's SHY Position: Q2 2026 in Review

Brown Advisory opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026: 4,520 shares worth $371K. The stake represents ﹤0.01% of the portfolio and ranks #1228 among its holdings. This is a return to the name: Brown Advisory previously reported a position in SHY as recently as Q2 2024.

Brown Advisory first reported a position in SHY in Q3 2022 and has held it in 9 quarters since. The position peaked at $3.33M in Q3 2023. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Brown Advisory held 4,520 shares of iShares 1-3 Year Treasury Bond ETF worth $371K as of Q2 2026.
iShares 1-3 Year Treasury Bond ETF was a new Brown Advisory position in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of Brown Advisory's portfolio in Q2 2026, its #1228 holding.
Brown Advisory first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2022 and has held it in 9 quarters since.
Brown Advisory's iShares 1-3 Year Treasury Bond ETF position peaked at $3.33M in Q3 2023.
1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Brown Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.