Cabot Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Cabot Wealth Management’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	$9.45M	Sell	115,086 -94,682	-45%	-$7.79M	0.96%	43
2026 Q1	$17.3M	Buy	209,768 +7,122	+4%	+$590K	1.99%	15
2025 Q4	$16.8M	Buy	202,646 +24,226	+14%	+$2.01M	1.86%	19
2025 Q3	$14.8M	Buy	178,420 +72,967	+69%	+$6.04M	1.64%	21
2025 Q2	$8.74M	Buy	105,453 +11,853	+13%	+$979K	1.04%	39
2025 Q1	$7.74M	Buy	93,600 +33,677	+56%	+$2.77M	0.99%	39
2024 Q4	$4.91M	Buy	59,923 +161	+0.3%	+$13.2K	0.62%	50
2024 Q3	$4.97M	Buy	59,762 +18,115	+43%	+$1.49M	0.62%	49
2024 Q2	$3.4M	Sell	41,647 -7,293	-15%	-$593K	0.45%	58
2024 Q1	$4M	Sell	48,940 -100	-0.2%	-$8.18K	0.52%	55
2023 Q4	$4.02M	Sell	49,040 -83,322	-63%	-$6.77M	0.56%	50
2023 Q3	$10.7M	Buy	132,362 +845	+0.6%	+$68.4K	1.64%	23
2023 Q2	$10.7M	Buy	131,517 +14,513	+12%	+$1.19M	1.59%	23
2023 Q1	$9.61M	Buy	+117,004	New	+$9.54M	1.52%	29

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

Cabot Wealth Management's SHY Position: Q2 2026 in Review

Cabot Wealth Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 45% in Q2 2026, selling an estimated $7.79M and leaving 115,086 shares worth $9.45M. The position accounts for 0.96% of the portfolio, ranked #43.

Cabot Wealth Management first reported a position in SHY in Q1 2023 and has held it in 14 quarters since. The position peaked at $17.3M in Q1 2026. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Cabot Wealth Management held 115,086 shares of iShares 1-3 Year Treasury Bond ETF worth $9.45M as of Q2 2026.
Cabot Wealth Management sold 94,682 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $7.79M.
iShares 1-3 Year Treasury Bond ETF made up 0.96% of Cabot Wealth Management's portfolio in Q2 2026, its #43 holding.
Cabot Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
Cabot Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $17.3M in Q1 2026.
1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Cabot Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.