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Durante & Waters’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Durante & Waters’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 		$8.27M Buy
100,742
+10,442
+12% +$859K 5.42% 5
2026
Q1 		$7.46M Sell
90,300
-1,033
-1% -$85.5K 5.4% 5
2025
Q4 		$7.56M Buy
91,333
+3,811
+4% +$316K 5.28% 5
2025
Q3 		$7.26M Buy
87,522
+5,042
+6% +$417K 5.34% 5
2025
Q2 		$6.83M Sell
82,480
-1,643
-2% -$136K 5.38% 5
2025
Q1 		$6.96M Sell
84,123
-3,029
-3% -$249K 5.85% 5
2024
Q4 		$7.14M Buy
87,152
+5,863
+7% +$482K 5.9% 5
2024
Q3 		$6.76M Buy
81,289
+343
+0.4% +$28.3K 5.67% 4
2024
Q2 		$6.61M Buy
80,946
+6,499
+9% +$529K 5.88% 4
2024
Q1 		$6.09M Sell
74,447
-2,574
-3% -$211K 5.56% 4
2023
Q4 		$6.32M Buy
+77,021
New +$6.26M 6.09% 4

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

Durante & Waters's SHY Position: Q2 2026 in Review

Durante & Waters increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 12% in Q2 2026, buying an estimated $859K and bringing the position to 100,742 shares worth $8.27M. The position accounts for 5.42% of the portfolio, ranked #5.

Durante & Waters first reported a position in SHY in Q4 2023 and has held it in 11 quarters since. 1,203 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Durante & Waters held 100,742 shares of iShares 1-3 Year Treasury Bond ETF worth $8.27M as of Q2 2026.
  • Durante & Waters bought 10,442 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $859K.
  • iShares 1-3 Year Treasury Bond ETF made up 5.42% of Durante & Waters's portfolio in Q2 2026, its #5 holding.
  • Durante & Waters first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,203 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Durante & Waters's 13F filing for Q2 2026, filed 10 Aug 2026.