Burke & Herbert Bank & Trust’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Burke & Herbert Bank & Trust’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	$667K	Buy	8,119 +26	+0.3%	+$2.14K	0.17%	128
2026 Q1	$668K	Sell	8,093 -505	-6%	-$41.8K	0.18%	118
2025 Q4	$712K	Sell	8,598 -80	-0.9%	-$6.63K	0.2%	114
2025 Q3	$720K	Sell	8,678 -775	-8%	-$64.1K	0.15%	138
2025 Q2	$783K	Sell	9,453 -200	-2%	-$16.5K	0.18%	135
2025 Q1	$799K	Sell	9,653 -7,520	-44%	-$618K	0.19%	129
2024 Q4	$1.41M	Sell	17,173 -20	-0.1%	-$1.64K	0.33%	84
2024 Q3	$1.43M	Sell	17,193 -675	-4%	-$55.7K	0.33%	86
2024 Q2	$1.46M	Buy	+17,868	New	+$1.45M	0.35%	79

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

Burke & Herbert Bank & Trust's SHY Position: Q2 2026 in Review

Burke & Herbert Bank & Trust increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.32% in Q2 2026, buying an estimated $2.14K and bringing the position to 8,119 shares worth $667K. The position accounts for 0.17% of the portfolio, ranked #128.

Burke & Herbert Bank & Trust first reported a position in SHY in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.46M in Q2 2024. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Burke & Herbert Bank & Trust held 8,119 shares of iShares 1-3 Year Treasury Bond ETF worth $667K as of Q2 2026.
Burke & Herbert Bank & Trust bought 26 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.14K.
iShares 1-3 Year Treasury Bond ETF made up 0.17% of Burke & Herbert Bank & Trust's portfolio in Q2 2026, its #128 holding.
Burke & Herbert Bank & Trust first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
Burke & Herbert Bank & Trust's iShares 1-3 Year Treasury Bond ETF position peaked at $1.46M in Q2 2024.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Burke & Herbert Bank & Trust's 13F filing for Q2 2026, filed 7 Aug 2026.