High Note Wealth’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

High Note Wealth’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	$10.1K	Hold	123	–	–	﹤0.01%	402
2026 Q1	$10.2K	Hold	123	–	–	﹤0.01%	371
2025 Q4	$10.2K	Hold	123	–	–	﹤0.01%	334
2025 Q3	$10.2K	Hold	123	–	–	﹤0.01%	310
2025 Q2	$10.2K	Hold	123	–	–	﹤0.01%	298
2025 Q1	$10.2K	Sell	123 -113	-48%	-$9.29K	﹤0.01%	290
2024 Q4	$19.3K	Buy	+236	New	+$19.4K	0.01%	237
2021 Q2	–	Sell	-28,062	Closed	-$2.42M	–	85
2021 Q1	$2.42M	Buy	28,062 +1,190	+4%	+$103K	0.94%	37
2020 Q4	$2.32M	Buy	+26,872	New	+$2.32M	0.99%	36

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

High Note Wealth's SHY Position: Q2 2026 in Review

High Note Wealth held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 123 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #402.

High Note Wealth first reported a position in SHY in Q4 2020 and has held it in 9 quarters since. The position peaked at $2.42M in Q1 2021. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

High Note Wealth held 123 shares of iShares 1-3 Year Treasury Bond ETF worth $10.1K as of Q2 2026.
High Note Wealth left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #402 holding.
High Note Wealth first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and has held it in 9 quarters since.
High Note Wealth's iShares 1-3 Year Treasury Bond ETF position peaked at $2.42M in Q1 2021.
1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.