Cary Street Partners Investment Advisory’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$484K Buy
5,890
+870
+17% +$71.5K 0.1% 209
2026
Q1
$415K Buy
5,020
+4,129
+463% +$342K 0.11% 211
2025
Q4
$73.8K Buy
891
+624
+234% +$51.7K 0.02% 465
2025
Q3
$22.1K Buy
+267
New +$22.1K 0.01% 504
2024
Q4
Sell
-18,987
Closed -$1.58M 714
2024
Q3
$1.58M Sell
18,987
-207
-1% -$17.1K 0.06% 299
2024
Q2
$1.57M Buy
19,194
+88
+0.5% +$7.16K 0.06% 288
2024
Q1
$1.56M Buy
19,106
+265
+1% +$21.7K 0.07% 281
2023
Q4
$1.55M Sell
18,841
-1,186
-6% -$96.4K 0.07% 262
2023
Q3
$1.62M Buy
20,027
+858
+4% +$69.5K 0.09% 242
2023
Q2
$1.55M Buy
19,169
+3,102
+19% +$254K 0.1% 206
2023
Q1
$1.32M Buy
16,067
+15,460
+2,547% +$1.26M 0.09% 211
2022
Q4
$49.3K Buy
+607
New +$49.2K ﹤0.01% 747
2021
Q3
Sell
-142
Closed -$12K 296
2021
Q2
$12K Buy
142
+24
+20% +$2.07K ﹤0.01% 310
2021
Q1
$10K Buy
+118
New +$10.2K ﹤0.01% 303
2020
Q4
Sell
-1,720
Closed -$149K 775
2020
Q3
$149K Buy
+1,720
New +$149K 0.03% 305
2020
Q1
Sell
-4,240
Closed -$359K 120
2019
Q4
$359K Buy
+4,240
New +$359K 0.39% 73
2018
Q4
$616K Buy
+7,373
New +$613K 0.6% 30

Other funds holding SHY

Cary Street Partners Investment Advisory's SHY Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 17% in Q2 2026, buying an estimated $71.5K and bringing the position to 5,890 shares worth $484K. The position accounts for 0.1% of the portfolio, ranked #209.

Cary Street Partners Investment Advisory first reported a position in SHY in Q4 2018 and has held it in 17 quarters since. The position peaked at $1.62M in Q3 2023. 944 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Cary Street Partners Investment Advisory held 5,890 shares of iShares 1-3 Year Treasury Bond ETF worth $484K as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 870 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $71.5K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.1% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #209 holding.
  • Cary Street Partners Investment Advisory first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and has held it in 17 quarters since.
  • Cary Street Partners Investment Advisory's iShares 1-3 Year Treasury Bond ETF position peaked at $1.62M in Q3 2023.
  • 944 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.