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Carr Financial Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Carr Financial Group’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 		$3.5M Buy
42,683
+10,881
+34% +$895K 0.81% 26
2026
Q1 		$2.63M Buy
31,802
+136
+0.4% +$11.3K 0.69% 30
2025
Q4 		$2.62M Buy
31,666
+1,929
+6% +$160K 0.7% 28
2025
Q3 		$2.47M Sell
29,737
-6,870
-19% -$568K 0.68% 29
2025
Q2 		$3.03M Buy
36,607
+3,897
+12% +$322K 0.9% 24
2025
Q1 		$2.71M Sell
32,710
-97,181
-75% -$7.99M 0.89% 23
2024
Q4 		$10.6M Buy
129,891
+95,811
+281% +$7.88M 3.3% 7
2024
Q3 		$2.83M Sell
34,080
-3,248
-9% -$268K 0.83% 29
2024
Q2 		$3.05M Sell
37,328
-98,914
-73% -$8.05M 0.97% 22
2024
Q1 		$11.1M Sell
136,242
-3,088
-2% -$253K 3.71% 7
2023
Q4 		$11.4M Sell
139,330
-710
-0.5% -$57.7K 4.23% 5
2023
Q3 		$11.4M Buy
140,040
+61,915
+79% +$5.01M 4.5% 5
2023
Q2 		$6.33M Buy
78,125
+14,692
+23% +$1.2M 2.53% 10
2023
Q1 		$5.21M Buy
+63,433
New +$5.17M 2.3% 10

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

Carr Financial Group's SHY Position: Q2 2026 in Review

Carr Financial Group increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 34% in Q2 2026, buying an estimated $895K and bringing the position to 42,683 shares worth $3.5M. The position accounts for 0.81% of the portfolio, ranked #26.

Carr Financial Group first reported a position in SHY in Q1 2023 and has held it in 14 quarters since. The position peaked at $11.4M in Q4 2023. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Carr Financial Group held 42,683 shares of iShares 1-3 Year Treasury Bond ETF worth $3.5M as of Q2 2026.
  • Carr Financial Group bought 10,881 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $895K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.81% of Carr Financial Group's portfolio in Q2 2026, its #26 holding.
  • Carr Financial Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Carr Financial Group's iShares 1-3 Year Treasury Bond ETF position peaked at $11.4M in Q4 2023.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Carr Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.