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

Evoke Wealth’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	–	Sell	-18,693	Closed	-$1.54M	–	535
2026 Q1	$1.54M	Buy	+18,693	New	+$1.55M	0.03%	213
2025 Q1	–	Sell	-4,069	Closed	-$334K	–	463
2024 Q4	$334K	Buy	4,069 +1,355	+50%	+$111K	0.01%	325
2024 Q3	$226K	Buy	+2,714	New	+$224K	0.01%	379
2022 Q4	–	Sell	-360	Closed	-$29K	–	1010
2022 Q3	$29K	Hold	360	–	–	﹤0.01%	594
2022 Q2	$30K	Hold	360	–	–	﹤0.01%	595
2022 Q1	$30K	Hold	360	–	–	﹤0.01%	593
2021 Q4	$31K	Hold	360	–	–	﹤0.01%	602
2021 Q3	$31K	Hold	360	–	–	﹤0.01%	569
2021 Q2	$31K	Hold	360	–	–	﹤0.01%	578
2021 Q1	$31K	Hold	360	–	–	﹤0.01%	517
2020 Q4	$31K	Hold	360	–	–	﹤0.01%	438
2020 Q3	$31K	Hold	360	–	–	﹤0.01%	425
2020 Q2	$31K	Hold	360	–	–	﹤0.01%	408
2020 Q1	$31.2K	Buy	+360	New	+$30.7K	﹤0.01%	380
2019 Q4	–	Sell	-360	Closed	-$30.5K	–	1440
2019 Q3	$30.5K	Buy	+360	New	+$30.5K	﹤0.01%	562

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

Evoke Wealth's SHY Position: Q2 2026 in Review

Evoke Wealth sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026, closing a stake of 18,693 shares — an estimated $1.54M sold.

Evoke Wealth first reported a position in SHY in Q3 2019 and held it in 15 quarters. The position peaked at $1.54M in Q1 2026. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Evoke Wealth reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Evoke Wealth sold 18,693 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.54M.
Evoke Wealth first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2019 and held it in 15 quarters.
Evoke Wealth's iShares 1-3 Year Treasury Bond ETF position peaked at $1.54M in Q1 2026.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.