Horizon Family Wealth’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Horizon Family 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	$483K	Buy	5,880 +591	+11%	+$48.6K	0.22%	71
2026 Q1	$437K	Sell	5,289 -675	-11%	-$55.9K	0.23%	67
2025 Q4	$494K	Buy	5,964 +167	+3%	+$13.8K	0.26%	57
2025 Q3	$481K	Buy	5,797 +106	+2%	+$8.77K	0.28%	52
2025 Q2	$472K	Sell	5,691 -77	-1%	-$6.36K	0.29%	47
2025 Q1	$477K	Buy	5,768 +993	+21%	+$81.7K	0.32%	43
2024 Q4	$391K	Sell	4,775 -2,333	-33%	-$192K	0.26%	52
2024 Q3	$591K	Sell	7,108 -4	-0.1%	-$330	0.42%	34
2024 Q2	$581K	Buy	7,112 +4,634	+187%	+$377K	0.44%	33
2024 Q1	$203K	Sell	2,478 -1,000	-29%	-$81.8K	0.16%	75
2023 Q4	$285K	Buy	+3,478	New	+$283K	0.24%	55

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

Horizon Family Wealth's SHY Position: Q2 2026 in Review

Horizon Family Wealth increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 11% in Q2 2026, buying an estimated $48.6K and bringing the position to 5,880 shares worth $483K. The position accounts for 0.22% of the portfolio, ranked #71.

Horizon Family Wealth first reported a position in SHY in Q4 2023 and has held it in 11 quarters since. The position peaked at $591K in Q3 2024. 1,213 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Horizon Family Wealth held 5,880 shares of iShares 1-3 Year Treasury Bond ETF worth $483K as of Q2 2026.
Horizon Family Wealth bought 591 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $48.6K.
iShares 1-3 Year Treasury Bond ETF made up 0.22% of Horizon Family Wealth's portfolio in Q2 2026, its #71 holding.
Horizon Family Wealth first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
Horizon Family Wealth's iShares 1-3 Year Treasury Bond ETF position peaked at $591K in Q3 2024.
1,213 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Horizon Family Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.