Lee, Danner & Bass’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Lee, Danner & Bass’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	$399K	Hold	4,865	–	–	0.02%	203
2026 Q1	$402K	Sell	4,865 -100	-2%	-$8.28K	0.03%	197
2025 Q4	$411K	Hold	4,965	–	–	0.03%	185
2025 Q3	$412K	Sell	4,965 -250	-5%	-$20.7K	0.03%	187
2025 Q2	$432K	Hold	5,215	–	–	0.03%	178
2025 Q1	$431K	Sell	5,215 -750	-13%	-$61.7K	0.03%	175
2024 Q4	$489K	Buy	+5,965	New	+$490K	0.04%	172
2020 Q3	–	Sell	-24,800	Closed	-$2.15M	–	183
2020 Q2	$2.15M	Buy	+24,800	New	+$2.15M	0.27%	78

Other funds holding SHY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Lee, Danner & Bass's SHY Position: Q2 2026 in Review

Lee, Danner & Bass held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 4,865 shares worth $399K. The position accounts for 0.02% of the portfolio, ranked #203.

Lee, Danner & Bass first reported a position in SHY in Q2 2020 and has held it in 8 quarters since. The position peaked at $2.15M in Q2 2020. 497 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Lee, Danner & Bass held 4,865 shares of iShares 1-3 Year Treasury Bond ETF worth $399K as of Q2 2026.
Lee, Danner & Bass left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.02% of Lee, Danner & Bass's portfolio in Q2 2026, its #203 holding.
Lee, Danner & Bass first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2020 and has held it in 8 quarters since.
Lee, Danner & Bass's iShares 1-3 Year Treasury Bond ETF position peaked at $2.15M in Q2 2020.
497 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Lee, Danner & Bass's 13F filing for Q2 2026, filed 21 Jul 2026.