Hughes Financial Services’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Hughes Financial 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	$9.94K	Sell	121 -180,018	-100%	-$14.8M	﹤0.01%	368
2026 Q1	$14.9M	Buy	180,139 +4,661	+3%	+$386K	2.29%	10
2025 Q4	$14.5M	Buy	175,478 +18,156	+12%	+$1.51M	2.28%	10
2025 Q3	$13M	Buy	157,322 +5,522	+4%	+$457K	2.07%	10
2025 Q2	$12.6M	Sell	151,800 -2,140	-1%	-$177K	2.16%	10
2025 Q1	$12.7M	Sell	153,940 -55,777	-27%	-$4.59M	2.48%	10
2024 Q4	$17.2M	Buy	+209,717	New	+$17.2M	3.53%	9

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

Hughes Financial Services's SHY Position: Q2 2026 in Review

Hughes Financial Services reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 100% in Q2 2026, selling an estimated $14.8M and leaving 121 shares worth $9.94K. The position accounts for ﹤0.01% of the portfolio, ranked #368.

Hughes Financial Services first reported a position in SHY in Q4 2024 and has held it in 7 quarters since. The position peaked at $17.2M in Q4 2024. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Hughes Financial Services held 121 shares of iShares 1-3 Year Treasury Bond ETF worth $9.94K as of Q2 2026.
Hughes Financial Services sold 180,018 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $14.8M.
iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #368 holding.
Hughes Financial Services first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Hughes Financial Services's iShares 1-3 Year Treasury Bond ETF position peaked at $17.2M in Q4 2024.
1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.