Envestnet Portfolio Solutions
SHY icon

Envestnet Portfolio Solutions’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Envestnet Portfolio Solutions’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 		$20.9M Buy
254,998
+140,215
+122% +$11.5M 0.1% 127
2026
Q1 		$9.48M Sell
114,783
-15,922
-12% -$1.32M 0.05% 194
2025
Q4 		$10.8M Sell
130,705
-17
-0% -$1.41K 0.04% 228
2025
Q3 		$10.8M Buy
130,722
+44,456
+52% +$3.68M 0.04% 213
2025
Q2 		$7.15M Sell
86,266
-22,355
-21% -$1.85M 0.03% 278
2025
Q1 		$8.99M Sell
108,621
-112,878
-51% -$9.28M 0.03% 248
2024
Q4 		$18.2M Sell
221,499
-3,826
-2% -$315K 0.06% 149
2024
Q3 		$18.7M Buy
225,325
+7,168
+3% +$591K 0.06% 152
2024
Q2 		$17.8M Sell
218,157
-33,738
-13% -$2.74M 0.06% 153
2024
Q1 		$20.6M Buy
251,895
+75,320
+43% +$6.16M 0.08% 128
2023
Q4 		$14.5M Buy
176,575
+26,637
+18% +$2.17M 0.06% 160
2023
Q3 		$12.1M Buy
+149,938
New +$12.1M 0.06% 164

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

Envestnet Portfolio Solutions's SHY Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 122% in Q2 2026, buying an estimated $11.5M and bringing the position to 254,998 shares worth $20.9M. The position accounts for 0.1% of the portfolio, ranked #127.

Envestnet Portfolio Solutions first reported a position in SHY in Q3 2023 and has held it in 12 quarters since. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Envestnet Portfolio Solutions held 254,998 shares of iShares 1-3 Year Treasury Bond ETF worth $20.9M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 140,215 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $11.5M.
  • iShares 1-3 Year Treasury Bond ETF made up 0.1% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #127 holding.
  • Envestnet Portfolio Solutions first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.