Colonial Trust’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
$13.2K Buy
161
+10
+7% +$822 ﹤0.01% 725
2026
Q1
$12.5K Hold
151
﹤0.01% 736
2025
Q4
$12.5K Sell
151
-159
-51% -$13.2K ﹤0.01% 731
2025
Q3
$25.7K Buy
310
+36
+13% +$2.98K ﹤0.01% 640
2025
Q2
$22.7K Sell
274
-1,002
-79% -$82.7K ﹤0.01% 654
2025
Q1
$106K Buy
1,276
+1,090
+586% +$89.6K 0.02% 412
2024
Q4
$15.2K Sell
186
-37
-17% -$3.04K ﹤0.01% 869
2024
Q3
$18.5K Sell
223
-90
-29% -$7.42K ﹤0.01% 732
2024
Q2
$25.6K Sell
313
-84
-21% -$6.83K ﹤0.01% 620
2024
Q1
$32.5K Sell
397
-310
-44% -$25.4K 0.01% 577
2023
Q4
$58K Buy
707
+344
+95% +$28K 0.01% 481
2023
Q3
$29.4K Sell
363
-459
-56% -$37.2K 0.01% 556
2023
Q2
$66.6K Buy
822
+43
+6% +$3.52K 0.02% 429
2023
Q1
$64K Buy
779
+654
+523% +$53.3K 0.02% 423
2022
Q4
$10.1K Buy
+125
New +$10.1K ﹤0.01% 672

Other funds holding SHY

Colonial Trust's SHY Position: Q2 2026 in Review

Colonial Trust increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 6.6% in Q2 2026, buying an estimated $822 and bringing the position to 161 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #725.

Colonial Trust first reported a position in SHY in Q4 2022 and has held it in 15 quarters since. The position peaked at $106K in Q1 2025. 1,214 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Colonial Trust held 161 shares of iShares 1-3 Year Treasury Bond ETF worth $13.2K as of Q2 2026.
  • Colonial Trust bought 10 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $822.
  • iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of Colonial Trust's portfolio in Q2 2026, its #725 holding.
  • Colonial Trust 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's iShares 1-3 Year Treasury Bond ETF position peaked at $106K in Q1 2025.
  • 1,214 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Colonial Trust's 13F filing for Q2 2026, filed 11 Aug 2026.