HCR Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

HCR Wealth Advisors’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	$3.1M	Sell	37,813 -4,183	-10%	-$344K	0.28%	58
2026 Q1	$3.47M	Sell	41,996 -7,701	-15%	-$637K	0.36%	51
2025 Q4	$4.12M	Sell	49,697 -4,615	-8%	-$383K	0.41%	40
2025 Q3	$4.5M	Buy	54,312 +613	+1%	+$50.7K	0.47%	35
2025 Q2	$4.45M	Sell	53,699 -28	-0.1%	-$2.31K	0.52%	31
2025 Q1	$4.44M	Sell	53,727 -4,512	-8%	-$371K	0.58%	26
2024 Q4	$4.77M	Sell	58,239 -1,624	-3%	-$134K	0.6%	25
2024 Q3	$4.98M	Sell	59,863 -586	-1%	-$48.3K	0.65%	23
2024 Q2	$4.94M	Sell	60,449 -581	-1%	-$47.3K	0.71%	20
2024 Q1	$4.99M	Sell	61,030 -3,842	-6%	-$314K	0.76%	19
2023 Q4	$5.32M	Buy	64,872 +4,378	+7%	+$356K	0.84%	18
2023 Q3	$4.9M	Sell	60,494 -7,290	-11%	-$590K	1.07%	13
2023 Q2	$5.5M	Sell	67,784 -2,502	-4%	-$205K	1.02%	17
2023 Q1	$5.77M	Sell	70,286 -2,667	-4%	-$217K	1.14%	14
2022 Q4	$5.92M	Sell	72,953 -7,589	-9%	-$616K	1.24%	14
2022 Q3	$6.54M	Buy	80,542 +4,016	+5%	+$331K	1.39%	13
2022 Q2	$6.34M	Buy	+76,526	New	+$6.35M	1.27%	13
2021 Q2	–	Sell	-3,062	Closed	-$264K	–	196
2021 Q1	$264K	Buy	3,062 +1,019	+50%	+$88K	0.05%	158
2020 Q4	$176K	Hold	2,043	–	–	0.04%	174
2020 Q3	$177K	Sell	2,043 -10	-0.5%	-$865	0.04%	158
2020 Q2	$178K	Sell	2,053 -1,280	-38%	-$111K	0.04%	151
2020 Q1	$289K	Buy	3,333 +2,133	+178%	+$182K	0.08%	122
2019 Q4	$102K	Buy	+1,200	New	+$102K	0.02%	168

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

HCR Wealth Advisors's SHY Position: Q2 2026 in Review

HCR Wealth Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 10% in Q2 2026, selling an estimated $344K and leaving 37,813 shares worth $3.1M. The position accounts for 0.28% of the portfolio, ranked #58.

HCR Wealth Advisors first reported a position in SHY in Q4 2019 and has held it in 23 quarters since. The position peaked at $6.54M in Q3 2022. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

HCR Wealth Advisors held 37,813 shares of iShares 1-3 Year Treasury Bond ETF worth $3.1M as of Q2 2026.
HCR Wealth Advisors sold 4,183 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $344K.
iShares 1-3 Year Treasury Bond ETF made up 0.28% of HCR Wealth Advisors's portfolio in Q2 2026, its #58 holding.
HCR Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2019 and has held it in 23 quarters since.
HCR Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $6.54M in Q3 2022.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.