Catherine Avery Investment Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Catherine Avery Investment 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	$657	Buy	+8	New	+$658	﹤0.01%	159
2026 Q1	–	Sell	-8	Closed	-$663	–	145
2025 Q4	$663	Hold	8	–	–	﹤0.01%	148
2025 Q3	$664	Hold	8	–	–	﹤0.01%	155
2025 Q2	$663	Hold	8	–	–	﹤0.01%	155
2025 Q1	$662	Hold	8	–	–	﹤0.01%	150
2024 Q4	$656	Buy	+8	New	+$658	﹤0.01%	160

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

Catherine Avery Investment Management's SHY Position: Q2 2026 in Review

Catherine Avery Investment Management opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026: 8 shares worth $657. The stake represents ﹤0.01% of the portfolio and ranks #159 among its holdings. This is a return to the name: Catherine Avery Investment Management previously reported a position in SHY as recently as Q4 2025.

Catherine Avery Investment Management first reported a position in SHY in Q4 2024 and has held it in 6 quarters since. The position peaked at $664 in Q3 2025. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Catherine Avery Investment Management held 8 shares of iShares 1-3 Year Treasury Bond ETF worth $657 as of Q2 2026.
iShares 1-3 Year Treasury Bond ETF was a new Catherine Avery Investment Management position in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of Catherine Avery Investment Management's portfolio in Q2 2026, its #159 holding.
Catherine Avery Investment Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
Catherine Avery Investment Management's iShares 1-3 Year Treasury Bond ETF position peaked at $664 in Q3 2025.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.