Global Assets Advisory’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Global Assets Advisory’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	$225K	Sell	2,744 -886	-24%	-$72.9K	0.05%	301
2026 Q1	$288K	Buy	3,630 +413	+13%	+$34.2K	0.08%	182
2025 Q4	$266K	Sell	3,217 -277	-8%	-$23K	0.08%	235
2025 Q3	$290K	Sell	3,494 -2,384	-41%	-$197K	0.09%	209
2025 Q2	$485K	Sell	5,878 -17,670	-75%	-$1.46M	0.19%	117
2025 Q1	$1.94M	Buy	+23,548	New	+$1.94M	0.37%	62
2023 Q1	–	Sell	-6,733	Closed	-$547K	–	155
2022 Q4	$547K	Sell	6,733 -4,461	-40%	-$362K	0.58%	50
2022 Q3	$907K	Buy	+11,194	New	+$921K	0.92%	26

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

Global Assets Advisory's SHY Position: Q2 2026 in Review

Global Assets Advisory reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 24% in Q2 2026, selling an estimated $72.9K and leaving 2,744 shares worth $225K. The position accounts for 0.05% of the portfolio, ranked #301.

Global Assets Advisory first reported a position in SHY in Q3 2022 and has held it in 8 quarters since. The position peaked at $1.94M in Q1 2025. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Global Assets Advisory held 2,744 shares of iShares 1-3 Year Treasury Bond ETF worth $225K as of Q2 2026.
Global Assets Advisory sold 886 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $72.9K.
iShares 1-3 Year Treasury Bond ETF made up 0.05% of Global Assets Advisory's portfolio in Q2 2026, its #301 holding.
Global Assets Advisory first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2022 and has held it in 8 quarters since.
Global Assets Advisory's iShares 1-3 Year Treasury Bond ETF position peaked at $1.94M in Q1 2025.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Global Assets Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.