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

Icon 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	$345K	Sell	4,203 -1,008	-19%	-$82.9K	0.02%	320
2026 Q1	$429K	Buy	5,211 +4	+0.1%	+$331	0.03%	272
2025 Q4	$431K	Buy	5,207 +561	+12%	+$46.5K	0.03%	266
2025 Q3	$385K	Buy	4,646 +4	+0.1%	+$331	0.03%	285
2025 Q2	$385K	Buy	4,642 +399	+9%	+$32.9K	0.03%	281
2025 Q1	$351K	Hold	4,243	–	–	0.03%	273
2024 Q4	$348K	Buy	4,243 +2,703	+176%	+$222K	0.03%	275
2024 Q3	$128K	Buy	+1,540	New	+$127K	0.01%	432
2024 Q2	–	Sell	-2,368	Closed	-$194K	–	490
2024 Q1	$194K	Sell	2,368 -7,626	-76%	-$624K	0.02%	344
2023 Q4	$820K	Buy	+9,994	New	+$812K	0.09%	142
2022 Q4	$259K	Sell	3,192 -3,884	-55%	-$315K	0.03%	272
2022 Q3	$575K	Buy	+7,076	New	+$582K	0.07%	173

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

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

Icon Wealth Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 19% in Q2 2026, selling an estimated $82.9K and leaving 4,203 shares worth $345K. The position accounts for 0.02% of the portfolio, ranked #320.

Icon Wealth Advisors first reported a position in SHY in Q3 2022 and has held it in 12 quarters since. The position peaked at $820K in Q4 2023. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Icon Wealth Advisors held 4,203 shares of iShares 1-3 Year Treasury Bond ETF worth $345K as of Q2 2026.
Icon Wealth Advisors sold 1,008 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $82.9K.
iShares 1-3 Year Treasury Bond ETF made up 0.02% of Icon Wealth Advisors's portfolio in Q2 2026, its #320 holding.
Icon Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2022 and has held it in 12 quarters since.
Icon Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $820K in Q4 2023.
1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.