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Kesler Norman & Wride’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Kesler Norman & Wride’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 		$371K Buy
4,519
+85
+2% +$6.99K 0.06% 223
2026
Q1 		$366K Buy
4,434
+914
+26% +$75.7K 0.06% 211
2025
Q4 		$292K Buy
+3,520
New +$292K 0.05% 215

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Kesler Norman & Wride's SHY Position: Q2 2026 in Review

Kesler Norman & Wride increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1.9% in Q2 2026, buying an estimated $6.99K and bringing the position to 4,519 shares worth $371K. The position accounts for 0.06% of the portfolio, ranked #223.

Kesler Norman & Wride first reported a position in SHY in Q4 2025 and has held it in 3 quarters since. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Kesler Norman & Wride held 4,519 shares of iShares 1-3 Year Treasury Bond ETF worth $371K as of Q2 2026.
  • Kesler Norman & Wride bought 85 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $6.99K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.06% of Kesler Norman & Wride's portfolio in Q2 2026, its #223 holding.
  • Kesler Norman & Wride first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Kesler Norman & Wride's 13F filing for Q2 2026, filed 23 Jul 2026.