Great Lakes Retirement’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Great Lakes Retirement’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	$6.56M	Buy	79,934 +4,642	+6%	+$382K	0.58%	46
2026 Q1	$6.22M	Buy	75,292 +7,012	+10%	+$580K	0.64%	36
2025 Q4	$5.65M	Buy	68,280 +2,934	+4%	+$243K	0.59%	39
2025 Q3	$5.42M	Buy	65,346 +4,911	+8%	+$406K	0.59%	37
2025 Q2	$5.01M	Buy	60,435 +5,919	+11%	+$489K	0.59%	38
2025 Q1	$4.51M	Sell	54,516 -2,767	-5%	-$228K	0.59%	38
2024 Q4	$4.7M	Buy	57,283 +1,680	+3%	+$138K	0.61%	38
2024 Q3	$4.62M	Buy	+55,603	New	+$4.59M	0.59%	38

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

Great Lakes Retirement's SHY Position: Q2 2026 in Review

Great Lakes Retirement increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 6.2% in Q2 2026, buying an estimated $382K and bringing the position to 79,934 shares worth $6.56M. The position accounts for 0.58% of the portfolio, ranked #46.

Great Lakes Retirement first reported a position in SHY in Q3 2024 and has held it in 8 quarters since. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Great Lakes Retirement held 79,934 shares of iShares 1-3 Year Treasury Bond ETF worth $6.56M as of Q2 2026.
Great Lakes Retirement bought 4,642 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $382K.
iShares 1-3 Year Treasury Bond ETF made up 0.58% of Great Lakes Retirement's portfolio in Q2 2026, its #46 holding.
Great Lakes Retirement first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Great Lakes Retirement's 13F filing for Q2 2026, filed 30 Jul 2026.