Financial Consulate’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Financial Consulate’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	$27M	Buy	328,601 +5,324	+2%	+$438K	3%	10
2026 Q1	$26.7M	Buy	+323,277	New	+$26.8M	3.33%	10
2018 Q1	–	Sell	-8,444	Closed	-$708K	–	121
2017 Q4	$708K	Sell	8,444 -1,700	-17%	-$143K	0.36%	51
2017 Q3	$857K	Buy	+10,144	New	+$858K	0.47%	48
2017 Q1	–	Sell	-3,951	Closed	-$334K	–	86
2016 Q4	$334K	Buy	+3,951	New	+$334K	0.24%	60

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

Financial Consulate's SHY Position: Q2 2026 in Review

Financial Consulate increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1.6% in Q2 2026, buying an estimated $438K and bringing the position to 328,601 shares worth $27M. The position accounts for 3% of the portfolio, ranked #10.

Financial Consulate first reported a position in SHY in Q4 2016 and has held it in 5 quarters since. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Financial Consulate held 328,601 shares of iShares 1-3 Year Treasury Bond ETF worth $27M as of Q2 2026.
Financial Consulate bought 5,324 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $438K.
iShares 1-3 Year Treasury Bond ETF made up 3% of Financial Consulate's portfolio in Q2 2026, its #10 holding.
Financial Consulate first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2016 and has held it in 5 quarters since.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.