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

Fonville Wealth Management’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	$435K	Sell	5,295 -255	-5%	-$21K	0.07%	102
2026 Q1	$458K	Sell	5,550 -503	-8%	-$41.6K	0.09%	91
2025 Q4	$501K	Sell	6,053 -192	-3%	-$15.9K	0.1%	89
2025 Q3	$518K	Buy	6,245 +44	+0.7%	+$3.64K	0.12%	87
2025 Q2	$514K	Buy	6,201 +2,075	+50%	+$171K	0.13%	80
2025 Q1	$342K	Buy	4,126 +317	+8%	+$26.1K	0.1%	92
2024 Q4	$312K	Buy	3,809 +364	+11%	+$29.9K	0.1%	86
2024 Q3	$286K	Buy	+3,445	New	+$284K	0.1%	94

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

Fonville Wealth Management's SHY Position: Q2 2026 in Review

Fonville Wealth Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 4.6% in Q2 2026, selling an estimated $21K and leaving 5,295 shares worth $435K. The position accounts for 0.07% of the portfolio, ranked #102.

Fonville Wealth Management first reported a position in SHY in Q3 2024 and has held it in 8 quarters since. The position peaked at $518K in Q3 2025. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Fonville Wealth Management held 5,295 shares of iShares 1-3 Year Treasury Bond ETF worth $435K as of Q2 2026.
Fonville Wealth Management sold 255 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $21K.
iShares 1-3 Year Treasury Bond ETF made up 0.07% of Fonville Wealth Management's portfolio in Q2 2026, its #102 holding.
Fonville Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
Fonville Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $518K 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 Fonville Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.