GHP Investment Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

GHP Investment Advisors’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	$175K	Buy	2,132 +195	+10%	+$16K	0.01%	413
2026 Q1	$160K	Hold	1,937	–	–	0.01%	413
2025 Q4	$160K	Hold	1,937	–	–	0.01%	409
2025 Q3	$161K	Buy	1,937 +510	+36%	+$42.2K	0.01%	400
2025 Q2	$118K	Hold	1,427	–	–	0.01%	423
2025 Q1	$118K	Buy	1,427 +256	+22%	+$21.1K	0.01%	409
2024 Q4	$96K	Hold	1,171	–	–	﹤0.01%	434
2024 Q3	$97.4K	Buy	1,171 +916	+359%	+$75.6K	﹤0.01%	441
2024 Q2	$20.8K	Hold	255	–	–	﹤0.01%	587
2024 Q1	$20.9K	Hold	255	–	–	﹤0.01%	575
2023 Q4	$20.9K	Buy	+255	New	+$20.7K	﹤0.01%	565
2022 Q4	–	Sell	-539	Closed	-$44K	–	962
2022 Q3	$44K	Sell	539 -123	-19%	-$10.1K	﹤0.01%	499
2022 Q2	$55K	Buy	+662	New	+$54.9K	﹤0.01%	470

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

GHP Investment Advisors's SHY Position: Q2 2026 in Review

GHP Investment Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 10% in Q2 2026, buying an estimated $16K and bringing the position to 2,132 shares worth $175K. The position accounts for 0.01% of the portfolio, ranked #413.

GHP Investment Advisors first reported a position in SHY in Q2 2022 and has held it in 13 quarters since. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

GHP Investment Advisors held 2,132 shares of iShares 1-3 Year Treasury Bond ETF worth $175K as of Q2 2026.
GHP Investment Advisors bought 195 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $16K.
iShares 1-3 Year Treasury Bond ETF made up 0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #413 holding.
GHP Investment Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2022 and has held it in 13 quarters since.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.