First American Trust’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

First American Trust’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	$11.1M	Sell	135,168 -2,457	-2%	-$202K	0.67%	41
2026 Q1	$11.4M	Buy	137,625 +4,992	+4%	+$413K	0.76%	37
2025 Q4	$11M	Buy	132,633 +4,096	+3%	+$340K	0.75%	37
2025 Q3	$10.7M	Buy	128,537 +7,332	+6%	+$606K	0.77%	37
2025 Q2	$10M	Buy	+121,205	New	+$10M	0.8%	35

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

First American Trust's SHY Position: Q2 2026 in Review

First American Trust reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1.8% in Q2 2026, selling an estimated $202K and leaving 135,168 shares worth $11.1M. The position accounts for 0.67% of the portfolio, ranked #41.

First American Trust first reported a position in SHY in Q2 2025 and has held it in 5 quarters since. The position peaked at $11.4M in Q1 2026. 1,213 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

First American Trust held 135,168 shares of iShares 1-3 Year Treasury Bond ETF worth $11.1M as of Q2 2026.
First American Trust sold 2,457 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $202K.
iShares 1-3 Year Treasury Bond ETF made up 0.67% of First American Trust's portfolio in Q2 2026, its #41 holding.
First American Trust first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
First American Trust's iShares 1-3 Year Treasury Bond ETF position peaked at $11.4M in Q1 2026.
1,213 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on First American Trust's 13F filing for Q2 2026, filed 10 Aug 2026.