Harbor Investment Advisory’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Harbor Investment 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	$3.11M	Sell	37,894 -709	-2%	-$58.3K	0.22%	85
2026 Q1	$3.19M	Sell	38,603 -13,176	-25%	-$1.09M	0.25%	75
2025 Q4	$4.29M	Buy	51,779 +6,693	+15%	+$555K	0.32%	59
2025 Q3	$3.74M	Buy	45,086 +6,436	+17%	+$532K	0.31%	63
2025 Q2	$3.2M	Sell	38,650 -338	-0.9%	-$27.9K	0.29%	73
2025 Q1	$3.23M	Sell	38,988 -699	-2%	-$57.5K	0.31%	63
2024 Q4	$3.25M	Buy	39,687 +62	+0.2%	+$5.1K	0.3%	65
2024 Q3	$3.29M	Buy	39,625 +509	+1%	+$42K	0.32%	59
2024 Q2	$3.19M	Sell	39,116 -438	-1%	-$35.6K	0.33%	59
2024 Q1	$3.23M	Sell	39,554 -727	-2%	-$59.5K	0.34%	58
2023 Q4	$3.3M	Sell	40,281 -848	-2%	-$68.9K	0.38%	51
2023 Q3	$3.33M	Sell	41,129 -2,858	-6%	-$231K	0.44%	41
2023 Q2	$3.57M	Sell	43,987 -882	-2%	-$72.1K	0.5%	40
2023 Q1	$3.69M	Buy	44,869 +2,171	+5%	+$177K	0.55%	38
2022 Q4	$3.47M	Buy	42,698 +4,801	+13%	+$390K	0.54%	41
2022 Q3	$3.08M	Sell	37,897 -975	-3%	-$80.2K	0.51%	40
2022 Q2	$3.22M	Buy	38,872 +23,535	+153%	+$1.95M	0.52%	40
2022 Q1	$1.28M	Sell	15,337 -2,293	-13%	-$194K	0.17%	108
2021 Q4	$1.51M	Sell	17,630 -4,115	-19%	-$353K	0.19%	98
2021 Q3	$1.87M	Sell	21,745 -3,080	-12%	-$266K	0.25%	74
2021 Q2	$2.14M	Sell	24,825 -415	-2%	-$35.8K	0.29%	73
2021 Q1	$2.18M	Sell	25,240 -17,946	-42%	-$1.55M	0.33%	66
2020 Q4	$3.73M	Buy	43,186 +2,147	+5%	+$185K	0.6%	36
2020 Q3	$3.55M	Buy	41,039 +7,497	+22%	+$649K	0.68%	29
2020 Q2	$2.9M	Buy	33,542 +248	+0.7%	+$21.5K	0.62%	32
2020 Q1	$2.89M	Buy	33,294 +1,860	+6%	+$159K	0.78%	27
2019 Q4	$2.66M	Buy	+31,434	New	+$2.66M	0.61%	32

Other funds holding SHY

TFM

TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Harbor Investment Advisory's SHY Position: Q2 2026 in Review

Harbor Investment Advisory reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1.8% in Q2 2026, selling an estimated $58.3K and leaving 37,894 shares worth $3.11M. The position accounts for 0.22% of the portfolio, ranked #85.

Harbor Investment Advisory first reported a position in SHY in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.29M in Q4 2025. 413 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Harbor Investment Advisory held 37,894 shares of iShares 1-3 Year Treasury Bond ETF worth $3.11M as of Q2 2026.
Harbor Investment Advisory sold 709 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $58.3K.
iShares 1-3 Year Treasury Bond ETF made up 0.22% of Harbor Investment Advisory's portfolio in Q2 2026, its #85 holding.
Harbor Investment Advisory first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2019 and has held it in 27 quarters since.
Harbor Investment Advisory's iShares 1-3 Year Treasury Bond ETF position peaked at $4.29M in Q4 2025.
413 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.