ESL Trust Services’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

ESL Trust Services’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	$243K	Sell	2,955 -105	-3%	-$8.63K	0.04%	63
2026 Q1	$253K	Buy	3,060 +316	+12%	+$26.2K	0.05%	60
2025 Q4	$227K	Buy	2,744 +550	+25%	+$45.6K	0.04%	61
2025 Q3	$182K	Buy	2,194 +133	+6%	+$11K	0.04%	71
2025 Q2	$171K	Buy	2,061 +367	+22%	+$30.3K	0.03%	72
2025 Q1	$140K	Hold	1,694	–	–	0.03%	77
2024 Q4	$139K	Sell	1,694 -320	-16%	-$26.3K	0.03%	74
2024 Q3	$167K	Buy	2,014 +580	+40%	+$47.9K	0.04%	27
2024 Q2	$117K	Buy	1,434 +495	+53%	+$40.3K	0.03%	31
2024 Q1	$76.8K	Buy	+939	New	+$76.8K	0.02%	40
2022 Q2	–	Sell	-2,863	Closed	-$239K	–	25
2022 Q1	$239K	Sell	2,863 -92	-3%	-$7.78K	0.07%	21
2021 Q4	$252K	Sell	2,955 -1,000	-25%	-$85.8K	0.07%	22
2021 Q3	$341K	Sell	3,955 -21,160	-84%	-$1.82M	0.1%	19
2021 Q2	$2.16M	Sell	25,115 -145	-0.6%	-$12.5K	0.64%	13
2021 Q1	$2.18M	Sell	25,260 -660	-3%	-$57K	0.69%	13
2020 Q4	$2.24M	Sell	25,920 -1,070	-4%	-$92.4K	0.82%	12
2020 Q3	$2.33M	Sell	26,990 -1,000	-4%	-$86.5K	0.99%	12
2020 Q2	$2.42M	Buy	27,990 +6,523	+30%	+$565K	1.1%	11
2020 Q1	$1.86M	Buy	+21,467	New	+$1.83M	0.99%	16

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

ESL Trust Services's SHY Position: Q2 2026 in Review

ESL Trust Services reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 3.4% in Q2 2026, selling an estimated $8.63K and leaving 2,955 shares worth $243K. The position accounts for 0.04% of the portfolio, ranked #63.

ESL Trust Services first reported a position in SHY in Q1 2020 and has held it in 19 quarters since. The position peaked at $2.42M in Q2 2020. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

ESL Trust Services held 2,955 shares of iShares 1-3 Year Treasury Bond ETF worth $243K as of Q2 2026.
ESL Trust Services sold 105 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $8.63K.
iShares 1-3 Year Treasury Bond ETF made up 0.04% of ESL Trust Services's portfolio in Q2 2026, its #63 holding.
ESL Trust Services first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2020 and has held it in 19 quarters since.
ESL Trust Services's iShares 1-3 Year Treasury Bond ETF position peaked at $2.42M in Q2 2020.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on ESL Trust Services's 13F filing for Q2 2026, filed 13 Aug 2026.