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Eley Financial Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Eley Financial Management’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 		$8.62M Buy
104,921
+4,641
+5% +$382K 2.79% 7
2026
Q1 		$8.28M Buy
100,280
+2,572
+3% +$213K 2.99% 6
2025
Q4 		$8.09M Buy
97,708
+2,326
+2% +$193K 2.91% 8
2025
Q3 		$7.91M Buy
95,382
+4,576
+5% +$378K 2.85% 9
2025
Q2 		$7.52M Sell
90,806
-427
-0.5% -$35.3K 2.89% 8
2025
Q1 		$7.52M Sell
91,233
-478
-0.5% -$39.3K 3.02% 7
2024
Q4 		$7.52M Buy
91,711
+7,173
+8% +$590K 2.93% 8
2024
Q3 		$7.03M Buy
84,538
+20,517
+32% +$1.69M 2.83% 9
2024
Q2 		$5.23M Buy
64,021
+1,327
+2% +$108K 2.22% 11
2024
Q1 		$5.13M Sell
62,694
-1,994
-3% -$163K 2.21% 12
2023
Q4 		$5.31M Sell
64,688
-40,655
-39% -$3.3M 2.49% 8
2023
Q3 		$8.53M Buy
105,343
+2,773
+3% +$225K 4.34% 5
2023
Q2 		$8.32M Sell
102,570
-34
-0% -$2.78K 4.05% 5
2023
Q1 		$8.43M Sell
102,604
-2,543
-2% -$207K 4.36% 5
2022
Q4 		$8.53M Buy
+105,147
New +$8.53M 4.6% 5

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

Eley Financial Management's SHY Position: Q2 2026 in Review

Eley Financial Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 4.6% in Q2 2026, buying an estimated $382K and bringing the position to 104,921 shares worth $8.62M. The position accounts for 2.79% of the portfolio, ranked #7.

Eley Financial Management first reported a position in SHY in Q4 2022 and has held it in 15 quarters since. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Eley Financial Management held 104,921 shares of iShares 1-3 Year Treasury Bond ETF worth $8.62M as of Q2 2026.
  • Eley Financial Management bought 4,641 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $382K.
  • iShares 1-3 Year Treasury Bond ETF made up 2.79% of Eley Financial Management's portfolio in Q2 2026, its #7 holding.
  • Eley Financial Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Eley Financial Management's 13F filing for Q2 2026, filed 11 Aug 2026.