F/M Investments’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

F/M Investments’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	$584K	Sell	7,234 -376	-5%	-$30.9K	0.03%	243
2026 Q1	$619K	Sell	7,610 -120	-2%	-$9.93K	0.04%	213
2025 Q4	$640K	Hold	7,730	–	–	0.02%	314
2025 Q3	$641K	Buy	7,730 +120	+2%	+$9.93K	0.02%	321
2025 Q2	$621K	Hold	7,610	–	–	0.02%	315
2025 Q1	$630K	Sell	7,610 -120	-2%	-$9.87K	0.03%	314
2024 Q4	$634K	Buy	+7,730	New	+$635K	0.02%	314

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

F/M Investments's SHY Position: Q2 2026 in Review

F/M Investments reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 4.9% in Q2 2026, selling an estimated $30.9K and leaving 7,234 shares worth $584K. The position accounts for 0.03% of the portfolio, ranked #243.

F/M Investments first reported a position in SHY in Q4 2024 and has held it in 7 quarters since. The position peaked at $641K in Q3 2025. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

F/M Investments held 7,234 shares of iShares 1-3 Year Treasury Bond ETF worth $584K as of Q2 2026.
F/M Investments sold 376 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $30.9K.
iShares 1-3 Year Treasury Bond ETF made up 0.03% of F/M Investments's portfolio in Q2 2026, its #243 holding.
F/M Investments first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
F/M Investments's iShares 1-3 Year Treasury Bond ETF position peaked at $641K in Q3 2025.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.