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Haverford Trust Company’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Haverford Trust Company’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 		$1.47M Sell
17,949
-2,002
-10% -$165K 0.01% 205
2026
Q1 		$1.65M Sell
19,951
-3,743
-16% -$310K 0.02% 193
2025
Q4 		$1.96M Sell
23,694
-298
-1% -$24.7K 0.02% 173
2025
Q3 		$1.99M Sell
23,992
-3,229
-12% -$267K 0.02% 170
2025
Q2 		$2.26M Sell
27,221
-318,679
-92% -$26.3M 0.02% 172
2025
Q1 		$28.6M Buy
345,900
+10,783
+3% +$887K 0.29% 69
2024
Q4 		$27.5M Buy
335,117
+15,210
+5% +$1.25M 0.27% 67
2024
Q3 		$26.6M Buy
319,907
+10,557
+3% +$871K 0.26% 69
2024
Q2 		$25.3M Buy
309,350
+8,179
+3% +$665K 0.27% 69
2024
Q1 		$24.6M Buy
301,171
+29,726
+11% +$2.43M 0.26% 73
2023
Q4 		$22.3M Buy
271,445
+27,838
+11% +$2.26M 0.25% 69
2023
Q3 		$19.7M Buy
243,607
+8,692
+4% +$704K 0.24% 68
2023
Q2 		$19M Buy
234,915
+180,348
+331% +$14.7M 0.21% 72
2023
Q1 		$4.48M Buy
54,567
+19,919
+57% +$1.62M 0.05% 113
2022
Q4 		$2.81M Buy
34,648
+24,055
+227% +$1.95M 0.03% 131
2022
Q3 		$861K Sell
10,593
-705
-6% -$58K 0.01% 200
2022
Q2 		$935K Buy
11,298
+7,501
+198% +$622K 0.01% 191
2022
Q1 		$316K Buy
+3,797
New +$321K ﹤0.01% 302

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

Haverford Trust Company's SHY Position: Q2 2026 in Review

Haverford Trust Company reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 10% in Q2 2026, selling an estimated $165K and leaving 17,949 shares worth $1.47M. The position accounts for 0.01% of the portfolio, ranked #205.

Haverford Trust Company first reported a position in SHY in Q1 2022 and has held it in 18 quarters since. The position peaked at $28.6M in Q1 2025. 1,213 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Haverford Trust Company held 17,949 shares of iShares 1-3 Year Treasury Bond ETF worth $1.47M as of Q2 2026.
  • Haverford Trust Company sold 2,002 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $165K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.01% of Haverford Trust Company's portfolio in Q2 2026, its #205 holding.
  • Haverford Trust Company first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Haverford Trust Company's iShares 1-3 Year Treasury Bond ETF position peaked at $28.6M in Q1 2025.
  • 1,213 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Haverford Trust Company's 13F filing for Q2 2026, filed 12 Aug 2026.