HBW Advisory Services’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

HBW Advisory Services’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	$246K	Buy	+2,998	New	+$247K	0.02%	420
2026 Q1	–	Sell	-2,578	Closed	-$213K	–	467
2025 Q4	$213K	Sell	2,578 -124	-5%	-$10.3K	0.02%	395
2025 Q3	$224K	Sell	2,702 -40	-1%	-$3.31K	0.03%	381
2025 Q2	$227K	Sell	2,742 -89	-3%	-$7.35K	0.03%	366
2025 Q1	$234K	Sell	2,831 -149	-5%	-$12.3K	0.03%	337
2024 Q4	$244K	Buy	2,980 +25	+0.8%	+$2.06K	0.03%	321
2024 Q3	$246K	Sell	2,955 -1,218	-29%	-$100K	0.04%	316
2024 Q2	$341K	Buy	4,173 +19	+0.5%	+$1.55K	0.06%	236
2024 Q1	$341K	Hold	4,154	–	–	0.06%	221
2023 Q4	$341K	Buy	4,154 +2	+0%	+$163	0.06%	221
2023 Q3	$336K	Sell	4,152 -2,161	-34%	-$175K	0.07%	201
2023 Q2	$512K	Buy	6,313 +980	+18%	+$80.1K	0.11%	179
2023 Q1	$438K	Sell	5,333 -2,715	-34%	-$221K	0.11%	176
2022 Q4	$653K	Sell	8,048 -9,828	-55%	-$797K	0.17%	144
2022 Q3	$1.45M	Sell	17,876 -538	-3%	-$44.3K	0.41%	72
2022 Q2	$1.52M	Buy	18,414 +12,569	+215%	+$1.04M	0.39%	71
2022 Q1	$487K	Sell	5,845 -382	-6%	-$32.3K	0.17%	139
2021 Q4	$533K	Sell	6,227 -2,635	-30%	-$226K	0.12%	160
2021 Q3	$764K	Buy	8,862 +669	+8%	+$57.7K	0.2%	124
2021 Q2	$706K	Buy	8,193 +908	+12%	+$78.3K	0.19%	125
2021 Q1	$629K	Buy	7,285 +465	+7%	+$40.1K	0.17%	126
2020 Q4	$590K	Sell	6,820 -3,382	-33%	-$292K	0.18%	119
2020 Q3	$882K	Buy	10,202 +855	+9%	+$74K	0.36%	76
2020 Q2	$810K	Buy	9,347 +3,071	+49%	+$266K	0.38%	78
2020 Q1	$544K	Buy	+6,276	New	+$536K	0.39%	66

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

HBW Advisory Services's SHY Position: Q2 2026 in Review

HBW Advisory Services opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026: 2,998 shares worth $246K. The stake represents 0.02% of the portfolio and ranks #420 among its holdings. This is a return to the name: HBW Advisory Services previously reported a position in SHY as recently as Q4 2025.

HBW Advisory Services first reported a position in SHY in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.52M in Q2 2022. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

HBW Advisory Services held 2,998 shares of iShares 1-3 Year Treasury Bond ETF worth $246K as of Q2 2026.
iShares 1-3 Year Treasury Bond ETF was a new HBW Advisory Services position in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.02% of HBW Advisory Services's portfolio in Q2 2026, its #420 holding.
HBW Advisory Services first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2020 and has held it in 25 quarters since.
HBW Advisory Services's iShares 1-3 Year Treasury Bond ETF position peaked at $1.52M in Q2 2022.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.