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Guardian Wealth Advisors (North Carolina)’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		– Sell
-2,142
Closed -$177K – 558
2026
Q1 		$177K Sell
2,142
-1,872
-47% -$155K 0.01% 359
2025
Q4 		$332K Buy
4,014
+1,475
+58% +$122K 0.02% 282
2025
Q3 		$211K Buy
2,539
+22
+0.9% +$1.82K 0.01% 339
2025
Q2 		$209K Sell
2,517
-905
-26% -$74.7K 0.01% 325
2025
Q1 		$283K Sell
3,422
-21,225
-86% -$1.75M 0.02% 259
2024
Q4 		$2.02M Buy
24,647
+24,646
+2,464,600% +$2.03M 0.16% 86
2024
Q3 		$49 Hold
1
– – ﹤0.01% 451
2024
Q2 		$48 Hold
1
– – ﹤0.01% 437
2024
Q1 		$47 Sell
1
-857
-100% -$70.1K ﹤0.01% 452
2023
Q4 		$70.4K Buy
858
+857
+85,700% +$69.7K 0.01% 281
2023
Q3 		$47 Hold
1
– – ﹤0.01% 420
2023
Q2 		$47 Hold
1
– – ﹤0.01% 413
2023
Q1 		$47 Buy
+1
New +$82 ﹤0.01% 411

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s SHY Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026, closing a stake of 2,142 shares — an estimated $177K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in SHY in Q1 2023 and held it in 13 quarters. The position peaked at $2.02M in Q4 2024. 1,216 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 2,142 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $177K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2023 and held it in 13 quarters.
  • Guardian Wealth Advisors (North Carolina)'s iShares 1-3 Year Treasury Bond ETF position peaked at $2.02M in Q4 2024.
  • 1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.