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

Flagship Private 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 		$4.29M Buy
52,264
+2,991
+6% +$246K 1.52% 18
2026
Q1 		$4.07M Buy
49,273
+10,013
+26% +$829K 1.65% 19
2025
Q4 		$3.25M Buy
39,260
+353
+0.9% +$29.3K 1.28% 22
2025
Q3 		$3.23M Sell
38,907
-1,416
-4% -$117K 1.3% 21
2025
Q2 		$3.34M Sell
40,323
-32,951
-45% -$2.72M 1.42% 18
2025
Q1 		$6.06M Buy
73,274
+38,396
+110% +$3.16M 2.89% 11
2024
Q4 		$2.86M Sell
34,878
-20,211
-37% -$1.66M 1.38% 18
2024
Q3 		$4.58M Buy
55,089
+47,906
+667% +$3.95M 2.36% 12
2024
Q2 		$586K Sell
7,183
-7,141
-50% -$581K 0.35% 50
2024
Q1 		$1.17M Buy
14,324
+7,732
+117% +$633K 0.76% 25
2023
Q4 		$541K Sell
6,592
-2,487
-27% -$202K 0.42% 45
2023
Q3 		$735K Sell
9,079
-2,088
-19% -$169K 0.65% 34
2023
Q2 		$905K Sell
11,167
-1,163
-9% -$95.1K 0.75% 32
2023
Q1 		$1.01M Sell
12,330
-2,012
-14% -$164K 0.91% 26
2022
Q4 		$1.16M Sell
14,342
-707
-5% -$57.4K 1.09% 24
2022
Q3 		$1.22M Buy
15,049
+399
+3% +$32.8K 1.26% 21
2022
Q2 		$1.21M Sell
14,650
-585
-4% -$48.5K 1.18% 23
2022
Q1 		$1.27M Buy
15,235
+1,350
+10% +$114K 1.04% 22
2021
Q4 		$1.19M Sell
13,885
-1,873
-12% -$161K 0.87% 27
2021
Q3 		$1.36M Sell
15,758
-1,510
-9% -$130K 1.09% 22
2021
Q2 		$1.49M Sell
17,268
-559
-3% -$48.2K 1.13% 20
2021
Q1 		$1.54M Buy
17,827
+336
+2% +$29K 1.28% 18
2020
Q4 		$1.51M Buy
+17,491
New +$1.51M 1.4% 17

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Flagship Private Wealth's SHY Position: Q2 2026 in Review

Flagship Private Wealth increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 6.1% in Q2 2026, buying an estimated $246K and bringing the position to 52,264 shares worth $4.29M. The position accounts for 1.52% of the portfolio, ranked #18.

Flagship Private Wealth first reported a position in SHY in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.06M in Q1 2025. 1,214 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Flagship Private Wealth held 52,264 shares of iShares 1-3 Year Treasury Bond ETF worth $4.29M as of Q2 2026.
  • Flagship Private Wealth bought 2,991 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $246K.
  • iShares 1-3 Year Treasury Bond ETF made up 1.52% of Flagship Private Wealth's portfolio in Q2 2026, its #18 holding.
  • Flagship Private Wealth first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Flagship Private Wealth's iShares 1-3 Year Treasury Bond ETF position peaked at $6.06M in Q1 2025.
  • 1,214 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Flagship Private Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.