Kelleher Financial Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Kelleher Financial 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	$7.43M	Buy	90,436 +69,983	+342%	+$5.75M	1.05%	24
2026 Q1	$1.69M	Buy	20,453 +8,357	+69%	+$692K	0.43%	46
2025 Q4	$1M	Buy	12,096 +1,200	+11%	+$99.5K	0.23%	64
2025 Q3	$904K	Buy	+10,896	New	+$901K	0.23%	71
2017 Q4	–	Sell	-2,652	Closed	-$223K	–	85
2017 Q3	$223K	Hold	2,652	–	–	0.47%	66
2017 Q2	$224K	Hold	2,652	–	–	0.43%	71
2017 Q1	$224K	Hold	2,652	–	–	0.48%	71
2016 Q4	$223K	Hold	2,652	–	–	0.12%	121
2016 Q3	$225K	Hold	2,652	–	–	0.13%	113
2016 Q2	$226K	Hold	2,652	–	–	0.14%	116
2016 Q1	$225K	Hold	2,652	–	–	0.12%	139
2015 Q4	$223K	Buy	+2,652	New	+$225K	0.15%	98

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

Kelleher Financial Advisors's SHY Position: Q2 2026 in Review

Kelleher Financial Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 342% in Q2 2026, buying an estimated $5.75M and bringing the position to 90,436 shares worth $7.43M. The position accounts for 1.05% of the portfolio, ranked #24.

Kelleher Financial Advisors first reported a position in SHY in Q4 2015 and has held it in 12 quarters since. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Kelleher Financial Advisors held 90,436 shares of iShares 1-3 Year Treasury Bond ETF worth $7.43M as of Q2 2026.
Kelleher Financial Advisors bought 69,983 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $5.75M.
iShares 1-3 Year Treasury Bond ETF made up 1.05% of Kelleher Financial Advisors's portfolio in Q2 2026, its #24 holding.
Kelleher Financial Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2015 and has held it in 12 quarters since.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.