L.K. Benson & Company’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

L.K. Benson & Company’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	$1.15M	Buy	13,993 +3,671	+36%	+$302K	0.35%	45
2026 Q1	$852K	Buy	10,322 +978	+10%	+$81K	0.28%	53
2025 Q4	$774K	Buy	9,344 +4,187	+81%	+$347K	0.39%	59
2025 Q3	$428K	Buy	5,157 +5	+0.1%	+$414	0.23%	76
2025 Q2	$427K	Buy	5,152 +5	+0.1%	+$413	0.26%	73
2025 Q1	$426K	Sell	5,147 -517	-9%	-$42.5K	0.29%	69
2024 Q4	$464K	Buy	+5,664	New	+$466K	0.33%	63

Other funds holding SHY

TFM

TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

L.K. Benson & Company's SHY Position: Q2 2026 in Review

L.K. Benson & Company increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 36% in Q2 2026, buying an estimated $302K and bringing the position to 13,993 shares worth $1.15M. The position accounts for 0.35% of the portfolio, ranked #45.

L.K. Benson & Company first reported a position in SHY in Q4 2024 and has held it in 7 quarters since. 409 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

L.K. Benson & Company held 13,993 shares of iShares 1-3 Year Treasury Bond ETF worth $1.15M as of Q2 2026.
L.K. Benson & Company bought 3,671 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $302K.
iShares 1-3 Year Treasury Bond ETF made up 0.35% of L.K. Benson & Company's portfolio in Q2 2026, its #45 holding.
L.K. Benson & Company first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
409 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on L.K. Benson & Company's 13F filing for Q2 2026, filed 24 Jul 2026.