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

Greenspring 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	$5.43M	Sell	66,108 -5,544	-8%	-$456K	0.3%	44
2026 Q1	$5.92M	Buy	71,652 +1,198	+2%	+$99.2K	0.36%	36
2025 Q4	$5.84M	Buy	70,454 +47,552	+208%	+$3.94M	0.36%	37
2025 Q3	$1.9M	Buy	+22,902	New	+$1.89M	0.34%	21
2025 Q1	$1.79M	Buy	21,634 +475	+2%	+$39.1K	0.42%	20
2024 Q4	$1.73M	Buy	21,159 +5,550	+36%	+$456K	0.38%	20
2024 Q3	$1.3M	Buy	15,609 +8,830	+130%	+$729K	0.28%	27
2024 Q2	$554K	Hold	6,779	–	–	0.13%	36
2024 Q1	$554K	Hold	6,779	–	–	0.14%	36
2023 Q4	$556K	Sell	6,779 -8,139	-55%	-$662K	0.15%	36
2023 Q3	$1.21M	Buy	14,918 +552	+4%	+$44.7K	0.38%	20
2023 Q2	$1.16M	Sell	14,366 -42,112	-75%	-$3.44M	0.36%	21
2023 Q1	$4.64M	Sell	56,478 -1,287	-2%	-$105K	1.01%	11
2022 Q4	$4.69M	Buy	57,765 +49,389	+590%	+$4.01M	1.24%	11
2022 Q3	$680K	Buy	8,376 +2,513	+43%	+$207K	0.21%	53
2022 Q2	$486K	Buy	+5,863	New	+$486K	0.14%	62

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

Greenspring Advisors's SHY Position: Q2 2026 in Review

Greenspring Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 7.7% in Q2 2026, selling an estimated $456K and leaving 66,108 shares worth $5.43M. The position accounts for 0.3% of the portfolio, ranked #44.

Greenspring Advisors first reported a position in SHY in Q2 2022 and has held it in 16 quarters since. The position peaked at $5.92M in Q1 2026. 1,214 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Greenspring Advisors held 66,108 shares of iShares 1-3 Year Treasury Bond ETF worth $5.43M as of Q2 2026.
Greenspring Advisors sold 5,544 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $456K.
iShares 1-3 Year Treasury Bond ETF made up 0.3% of Greenspring Advisors's portfolio in Q2 2026, its #44 holding.
Greenspring Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2022 and has held it in 16 quarters since.
Greenspring Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $5.92M in Q1 2026.
1,214 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Greenspring Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.