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

Etesian Wealth 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	$257K	Sell	3,132 -25	-0.8%	-$2.06K	0.08%	123
2026 Q1	$261K	Hold	3,157	–	–	0.08%	121
2025 Q4	$261K	Sell	3,157 -88	-3%	-$7.29K	0.08%	118
2025 Q3	$269K	Hold	3,245	–	–	0.09%	119
2025 Q2	$269K	Buy	3,245 +381	+13%	+$31.5K	0.1%	125
2025 Q1	$237K	Buy	+2,864	New	+$236K	0.1%	130

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

Etesian Wealth Advisors's SHY Position: Q2 2026 in Review

Etesian Wealth Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.79% in Q2 2026, selling an estimated $2.06K and leaving 3,132 shares worth $257K. The position accounts for 0.08% of the portfolio, ranked #123.

Etesian Wealth Advisors first reported a position in SHY in Q1 2025 and has held it in 6 quarters since. The position peaked at $269K in Q3 2025. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Etesian Wealth Advisors held 3,132 shares of iShares 1-3 Year Treasury Bond ETF worth $257K as of Q2 2026.
Etesian Wealth Advisors sold 25 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.06K.
iShares 1-3 Year Treasury Bond ETF made up 0.08% of Etesian Wealth Advisors's portfolio in Q2 2026, its #123 holding.
Etesian Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
Etesian Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $269K in Q3 2025.
1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Etesian Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.