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

Enclave 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	$1.7M	Buy	20,735 +11,218	+118%	+$922K	0.22%	62
2026 Q1	$786K	Sell	9,517 -10,572	-53%	-$875K	0.11%	78
2025 Q4	$1.66M	Sell	20,089 -40,581	-67%	-$3.36M	0.24%	56
2025 Q3	$5.03M	Buy	60,670 +3,942	+7%	+$326K	0.77%	29
2025 Q2	$4.7M	Buy	56,728 +786	+1%	+$64.9K	0.76%	30
2025 Q1	$4.63M	Buy	55,942 +1,897	+4%	+$156K	0.79%	29
2024 Q4	$4.43M	Sell	54,045 -696	-1%	-$57.2K	0.73%	28
2024 Q3	$4.55M	Buy	+54,741	New	+$4.52M	0.77%	29

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Enclave Advisors's SHY Position: Q2 2026 in Review

Enclave Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 118% in Q2 2026, buying an estimated $922K and bringing the position to 20,735 shares worth $1.7M. The position accounts for 0.22% of the portfolio, ranked #62.

Enclave Advisors first reported a position in SHY in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.03M in Q3 2025. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Enclave Advisors held 20,735 shares of iShares 1-3 Year Treasury Bond ETF worth $1.7M as of Q2 2026.
Enclave Advisors bought 11,218 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $922K.
iShares 1-3 Year Treasury Bond ETF made up 0.22% of Enclave Advisors's portfolio in Q2 2026, its #62 holding.
Enclave Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
Enclave Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $5.03M in Q3 2025.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Enclave Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.