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Laurel Wealth Advisors (North Carolina)’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		$2.97M Buy
36,167
+899
+3% +$73.9K 0.29% 65
2026
Q1 		$2.9M Buy
35,268
+6,135
+21% +$508K 0.29% 68
2025
Q4 		$2.41M Sell
29,133
-303
-1% -$25.1K 0.32% 73
2025
Q3 		$2.44M Sell
29,436
-976
-3% -$80.7K 0.34% 71
2025
Q2 		$2.52M Sell
30,412
-317
-1% -$26.2K 0.38% 67
2025
Q1 		$2.54M Sell
30,729
-868
-3% -$71.4K 0.4% 64
2024
Q4 		$2.59M Sell
31,597
-2,926
-8% -$241K 0.4% 61
2024
Q3 		$2.87M Sell
34,523
-1,070
-3% -$88.3K 0.46% 53
2024
Q2 		$2.91M Sell
35,593
-821
-2% -$66.8K 0.5% 50
2024
Q1 		$2.98M Sell
36,414
-127
-0.3% -$10.4K 0.51% 55
2023
Q4 		$3M Buy
36,541
+5,422
+17% +$441K 0.57% 51
2023
Q3 		$2.52M Buy
31,119
+6,555
+27% +$531K 0.53% 57
2023
Q2 		$1.99M Buy
24,564
+13,999
+133% +$1.14M 0.4% 70
2023
Q1 		$868K Buy
10,565
+3,703
+54% +$302K 0.18% 97
2022
Q4 		$557K Buy
6,862
+4,924
+254% +$399K 0.13% 113
2022
Q3 		$157K Buy
1,938
+1,352
+231% +$111K 0.04% 176
2022
Q2 		$48K Buy
586
+1
+0.2% +$83 0.01% 259
2022
Q1 		$49K Buy
585
+1
+0.2% +$85 0.01% 275
2021
Q4 		$50K Hold
584
– – 0.01% 271
2021
Q3 		$50K Sell
584
-99
-14% -$8.54K 0.01% 268
2021
Q2 		$59K Hold
683
– – 0.01% 262
2021
Q1 		$59K Hold
683
– – 0.01% 257
2020
Q4 		$59K Sell
683
-308
-31% -$26.6K 0.02% 246
2020
Q3 		$86K Sell
991
-123
-11% -$10.6K 0.03% 194
2020
Q2 		$97K Buy
1,114
+2
+0.2% +$173 0.03% 178
2020
Q1 		$96K Buy
1,112
+68
+7% +$5.81K 0.04% 168
2019
Q4 		$88K Buy
1,044
+166
+19% +$14.1K 0.03% 194
2019
Q3 		$74K Buy
878
+4
+0.5% +$339 0.03% 207
2019
Q2 		$74K Buy
874
+5
+0.6% +$421 0.03% 205
2019
Q1 		$73K Buy
869
+4
+0.5% +$335 0.03% 203
2018
Q4 		$72K Buy
+865
New +$71.9K 0.03% 190

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

Laurel Wealth Advisors (North Carolina)'s SHY Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 2.5% in Q2 2026, buying an estimated $73.9K and bringing the position to 36,167 shares worth $2.97M. The position accounts for 0.29% of the portfolio, ranked #65.

Laurel Wealth Advisors (North Carolina) first reported a position in SHY in Q4 2018 and has held it in 31 quarters since. The position peaked at $3M in Q4 2023. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Laurel Wealth Advisors (North Carolina) held 36,167 shares of iShares 1-3 Year Treasury Bond ETF worth $2.97M as of Q2 2026.
  • Laurel Wealth Advisors (North Carolina) bought 899 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $73.9K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.29% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #65 holding.
  • Laurel Wealth Advisors (North Carolina) first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • Laurel Wealth Advisors (North Carolina)'s iShares 1-3 Year Treasury Bond ETF position peaked at $3M in Q4 2023.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.