Hazlett, Burt & Watson’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Hazlett, Burt & Watson’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	$6K	Sell	70 -18	-20%	-$1.48K	﹤0.01%	758
2026 Q1	$7K	Hold	88	–	–	﹤0.01%	746
2025 Q4	$7K	Hold	88	–	–	﹤0.01%	755
2025 Q3	$7K	Hold	88	–	–	﹤0.01%	709
2025 Q2	$7K	Hold	88	–	–	﹤0.01%	643
2025 Q1	$7K	Hold	88	–	–	﹤0.01%	625
2024 Q4	$7K	Hold	88	–	–	﹤0.01%	588
2024 Q3	$7K	Hold	88	–	–	﹤0.01%	566
2024 Q2	$7K	Hold	88	–	–	﹤0.01%	557
2024 Q1	$7K	Sell	88 -5	-5%	-$409	﹤0.01%	547
2023 Q4	$8K	Hold	93	–	–	0.01%	518
2023 Q3	$8K	Hold	93	–	–	0.01%	519
2023 Q2	$8K	Hold	93	–	–	0.01%	503
2023 Q1	$8K	Sell	93 -207	-69%	-$16.9K	0.01%	475
2022 Q4	$24K	Hold	300	–	–	0.02%	358
2022 Q3	$24K	Hold	300	–	–	0.02%	355
2022 Q2	$25K	Hold	300	–	–	0.02%	352
2022 Q1	$25K	Buy	+300	New	+$25.4K	0.02%	368

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

Hazlett, Burt & Watson's SHY Position: Q2 2026 in Review

Hazlett, Burt & Watson reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 20% in Q2 2026, selling an estimated $1.48K and leaving 70 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #758.

Hazlett, Burt & Watson first reported a position in SHY in Q1 2022 and has held it in 18 quarters since. The position peaked at $25K in Q2 2022. 1,212 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Hazlett, Burt & Watson held 70 shares of iShares 1-3 Year Treasury Bond ETF worth $6K as of Q2 2026.
Hazlett, Burt & Watson sold 18 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.48K.
iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #758 holding.
Hazlett, Burt & Watson first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2022 and has held it in 18 quarters since.
Hazlett, Burt & Watson's iShares 1-3 Year Treasury Bond ETF position peaked at $25K in Q2 2022.
1,212 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.