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Clearstead Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Clearstead Advisors’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 		$12.4M Buy
151,379
+5,707
+4% +$469K 0.12% 152
2026
Q1 		$12M Buy
145,672
+58,650
+67% +$4.85M 0.11% 152
2025
Q4 		$7.21M Buy
87,022
+1,174
+1% +$97.3K 0.09% 159
2025
Q3 		$7.12M Buy
85,848
+1,751
+2% +$145K 0.09% 165
2025
Q2 		$6.97M Sell
84,097
-6,174
-7% -$510K 0.1% 162
2025
Q1 		$7.47M Sell
90,271
-12,534
-12% -$1.03M 0.12% 143
2024
Q4 		$8.43M Sell
102,805
-1,359
-1% -$112K 0.13% 140
2024
Q3 		$8.66M Buy
104,164
+4,359
+4% +$360K 0.13% 139
2024
Q2 		$8.15M Buy
99,805
+55,938
+128% +$4.55M 0.14% 137
2024
Q1 		$3.57M Sell
43,867
-6,555
-13% -$536K 0.18% 100
2023
Q4 		$4.14M Sell
50,422
-62,941
-56% -$5.12M 0.22% 90
2023
Q3 		$9.18M Buy
113,363
+56,787
+100% +$4.6M 0.27% 81
2023
Q2 		$4.59M Sell
56,576
-1,061
-2% -$86.8K 0.28% 76
2023
Q1 		$4.74M Sell
57,637
-8,518
-13% -$694K 0.34% 63
2022
Q4 		$5.37M Buy
66,155
+39,113
+145% +$3.17M 0.42% 51
2022
Q3 		$2.2M Buy
27,042
+11,922
+79% +$981K 0.2% 98
2022
Q2 		$1.25M Buy
15,120
+12,505
+478% +$1.04M 0.1% 153
2022
Q1 		$218K Hold
2,615
– – 0.01% 391
2021
Q4 		$224K Buy
2,615
+1,250
+92% +$107K 0.02% 375
2021
Q3 		$118K Hold
1,365
– – 0.01% 450
2021
Q2 		$118K Buy
1,365
+363
+36% +$31.3K 0.01% 424
2021
Q1 		$86K Sell
1,002
-8,306
-89% -$717K 0.01% 462
2020
Q4 		$804K Sell
9,308
-3,472
-27% -$300K 0.07% 166
2020
Q3 		$1.11M Sell
12,780
-3,600
-22% -$312K 0.12% 128
2020
Q2 		$1.42M Buy
16,380
+15,283
+1,393% +$1.32M 0.16% 104
2020
Q1 		$95K Buy
+1,097
New +$93.7K 0.01% 333

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

Clearstead Advisors's SHY Position: Q2 2026 in Review

Clearstead Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 3.9% in Q2 2026, buying an estimated $469K and bringing the position to 151,379 shares worth $12.4M. The position accounts for 0.12% of the portfolio, ranked #152.

Clearstead Advisors first reported a position in SHY in Q1 2020 and has held it in 26 quarters since. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Clearstead Advisors held 151,379 shares of iShares 1-3 Year Treasury Bond ETF worth $12.4M as of Q2 2026.
  • Clearstead Advisors bought 5,707 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $469K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.12% of Clearstead Advisors's portfolio in Q2 2026, its #152 holding.
  • Clearstead Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.