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

EverSource 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	$5.67K	Hold	69	–	–	﹤0.01%	3226
2026 Q1	$5.7K	Hold	69	–	–	﹤0.01%	3208
2025 Q4	$5.71K	Hold	69	–	–	﹤0.01%	3067
2025 Q3	$5.72K	Sell	69 -69	-50%	-$5.71K	﹤0.01%	3099
2025 Q2	$11.5K	Buy	138 +133	+2,660%	+$11K	﹤0.01%	2722
2025 Q1	$414	Sell	5 -7,257	-100%	-$597K	﹤0.01%	3521
2024 Q4	$595K	Buy	7,262 +1,120	+18%	+$92.1K	0.03%	337
2024 Q3	$511K	Buy	6,142 +1,633	+36%	+$135K	0.03%	323
2024 Q2	$371K	Buy	4,509 +1,796	+66%	+$146K	0.02%	377
2024 Q1	$220K	Buy	+2,713	New	+$222K	0.02%	458
2023 Q2	–	Sell	-69,543	Closed	-$5.71M	–	2594
2023 Q1	$5.71M	Buy	+69,543	New	+$5.67M	0.71%	31

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

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

EverSource Wealth Advisors held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 69 shares worth $5.67K. The position accounts for ﹤0.01% of the portfolio, ranked #3226.

EverSource Wealth Advisors first reported a position in SHY in Q1 2023 and has held it in 11 quarters since. The position peaked at $5.71M in Q1 2023. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

EverSource Wealth Advisors held 69 shares of iShares 1-3 Year Treasury Bond ETF worth $5.67K as of Q2 2026.
EverSource Wealth Advisors left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3226 holding.
EverSource Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2023 and has held it in 11 quarters since.
EverSource Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $5.71M in Q1 2023.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.