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

Crewe 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 		$310K Buy
3,774
+1,380
+58% +$113K 0.02% 183
2026
Q1 		$198K Buy
2,394
+80
+3% +$6.62K 0.02% 209
2025
Q4 		$192K Hold
2,314
– – 0.02% 210
2025
Q3 		$192K Sell
2,314
-100
-4% -$8.27K 0.02% 211
2025
Q2 		$200K Hold
2,414
– – 0.03% 151
2025
Q1 		$200K Sell
2,414
-34
-1% -$2.8K 0.03% 135
2024
Q4 		$201K Sell
2,448
-1,270
-34% -$104K 0.03% 145
2024
Q3 		$309K Sell
3,718
-1,199
-24% -$98.9K 0.04% 113
2024
Q2 		$401K Buy
4,917
+3,391
+222% +$276K 0.05% 121
2024
Q1 		$125K Sell
1,526
-8
-0.5% -$655 0.01% 240
2023
Q4 		$126K Buy
1,534
+16
+1% +$1.3K 0.02% 90
2023
Q3 		$123K Buy
1,518
+268
+21% +$21.7K 0.02% 94
2023
Q2 		$101K Hold
1,250
– – 0.01% 201
2023
Q1 		$103K Sell
1,250
-3
-0.2% -$245 0.02% 227
2022
Q4 		$102K Sell
1,253
-454
-27% -$36.8K 0.02% 214
2022
Q3 		$139K Buy
1,707
+457
+37% +$37.6K 0.03% 187
2022
Q2 		$103K Hold
1,250
– – 0.02% 210
2022
Q1 		$104K Buy
+1,250
New +$106K 0.02% 171
2019
Q3 		– Sell
-26
Closed -$2K – 297
2019
Q2 		$2K Buy
+26
New +$2.19K ﹤0.01% 268

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

Crewe Advisors's SHY Position: Q2 2026 in Review

Crewe Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 58% in Q2 2026, buying an estimated $113K and bringing the position to 3,774 shares worth $310K. The position accounts for 0.02% of the portfolio, ranked #183.

Crewe Advisors first reported a position in SHY in Q2 2019 and has held it in 19 quarters since. The position peaked at $401K in Q2 2024. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Crewe Advisors held 3,774 shares of iShares 1-3 Year Treasury Bond ETF worth $310K as of Q2 2026.
  • Crewe Advisors bought 1,380 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $113K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.02% of Crewe Advisors's portfolio in Q2 2026, its #183 holding.
  • Crewe Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2019 and has held it in 19 quarters since.
  • Crewe Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $401K in Q2 2024.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.