Colonial Trust Advisors’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
$57.2K Buy
696
+2
+0.3% +$164 ﹤0.01% 354
2026
Q1
$57.3K Buy
694
+56
+9% +$4.64K ﹤0.01% 337
2025
Q4
$52.9K Buy
638
+188
+42% +$15.6K ﹤0.01% 337
2025
Q3
$37.3K Hold
450
﹤0.01% 373
2025
Q2
$37.3K Hold
450
﹤0.01% 378
2025
Q1
$37.2K Hold
450
﹤0.01% 369
2024
Q4
$36.9K Sell
450
-105
-19% -$8.63K ﹤0.01% 350
2024
Q3
$46.1K Hold
555
﹤0.01% 345
2024
Q2
$45.3K Sell
555
-105
-16% -$8.54K ﹤0.01% 337
2024
Q1
$54K Buy
660
+210
+47% +$17.2K 0.01% 314
2023
Q4
$36.9K Hold
450
﹤0.01% 350
2023
Q3
$36.4K Hold
450
﹤0.01% 364
2023
Q2
$36.5K Hold
450
﹤0.01% 368
2023
Q1
$37K Hold
450
﹤0.01% 364
2022
Q4
$36.5K Buy
+450
New +$36.5K ﹤0.01% 364

Other funds holding SHY

Colonial Trust Advisors's SHY Position: Q2 2026 in Review

Colonial Trust Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.29% in Q2 2026, buying an estimated $164 and bringing the position to 696 shares worth $57.2K. The position accounts for ﹤0.01% of the portfolio, ranked #354.

Colonial Trust Advisors first reported a position in SHY in Q4 2022 and has held it in 15 quarters since. The position peaked at $57.3K in Q1 2026. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Colonial Trust Advisors held 696 shares of iShares 1-3 Year Treasury Bond ETF worth $57.2K as of Q2 2026.
  • Colonial Trust Advisors bought 2 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $164.
  • iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q2 2026, its #354 holding.
  • Colonial Trust Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Colonial Trust Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $57.3K 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 Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.