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Lawood & Co’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Lawood & Co’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 		– Sell
-2,470
Closed -$204K – 99
2026
Q1 		$204K Hold
2,470
– – 0.19% 89
2025
Q4 		$205K Buy
+2,470
New +$205K 0.19% 91

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

Lawood & Co's SHY Position: Q2 2026 in Review

Lawood & Co sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026, closing a stake of 2,470 shares — an estimated $204K sold.

Lawood & Co first reported a position in SHY in Q4 2025 and held it in 2 quarters. The position peaked at $205K in Q4 2025. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Lawood & Co reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Lawood & Co sold 2,470 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $204K.
  • Lawood & Co first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2025 and held it in 2 quarters.
  • Lawood & Co's iShares 1-3 Year Treasury Bond ETF position peaked at $205K in Q4 2025.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Lawood & Co's 13F filing for Q2 2026, filed 13 Jul 2026.