Lee Financial’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $743K | Sell |
9,045
-1,162
| -11% | -$95.5K | 0.09% | 94 |
|
|
2026
Q1 | $843K | Sell |
10,207
-1,687
| -14% | -$140K | 0.12% | 81 |
|
|
2025
Q4 | $985K | Sell |
11,894
-2,422
| -17% | -$201K | 0.13% | 79 |
|
|
2025
Q3 | $1.19M | Sell |
14,316
-1,806
| -11% | -$149K | 0.15% | 78 |
|
|
2025
Q2 | $1.34M | Sell |
16,122
-786
| -5% | -$64.9K | 0.19% | 65 |
|
|
2025
Q1 | $1.4M | Sell |
16,908
-2,271
| -12% | -$187K | 0.21% | 49 |
|
|
2024
Q4 | $1.57M | Sell |
19,179
-3,075
| -14% | -$253K | 0.22% | 47 |
|
|
2024
Q3 | $1.85M | Sell |
22,254
-18,437
| -45% | -$1.52M | 0.26% | 39 |
|
|
2024
Q2 | $3.32M | Sell |
40,691
-9,135
| -18% | -$743K | 0.54% | 21 |
|
|
2024
Q1 | $4.07M | Sell |
49,826
-18,888
| -27% | -$1.55M | 0.68% | 20 |
|
|
2023
Q4 | $5.64M | Sell |
68,714
-34,463
| -33% | -$2.8M | 0.99% | 18 |
|
|
2023
Q3 | $8.35M | Sell |
103,177
-54,842
| -35% | -$4.44M | 1.56% | 15 |
|
|
2023
Q2 | $12.8M | Sell |
158,019
-141,377
| -47% | -$11.6M | 2.24% | 13 |
|
|
2023
Q1 | $24.6M | Sell |
299,396
-7,098
| -2% | -$579K | 4.22% | 6 |
|
|
2022
Q4 | $24.9M | Sell |
306,494
-12,101
| -4% | -$982K | 4.24% | 6 |
|
|
2022
Q3 | $25.9M | Buy |
318,595
+17,056
| +6% | +$1.4M | 4.84% | 5 |
|
|
2022
Q2 | $25M | Buy |
301,539
+137,381
| +84% | +$11.4M | 4.58% | 6 |
|
|
2022
Q1 | $13.7M | Buy |
164,158
+157,566
| +2,390% | +$13.3M | 2.45% | 11 |
|
|
2021
Q4 | $564K | Buy |
6,592
+2,323
| +54% | +$199K | 0.11% | 92 |
|
|
2021
Q3 | $368K | Sell |
4,269
-158
| -4% | -$13.6K | 0.08% | 106 |
|
|
2021
Q2 | $381K | Sell |
4,427
-360
| -8% | -$31.1K | 0.08% | 105 |
|
|
2021
Q1 | $413K | Sell |
4,787
-2,593
| -35% | -$224K | 0.1% | 92 |
|
|
2020
Q4 | $637K | Sell |
7,380
-91
| -1% | -$7.86K | 0.17% | 73 |
|
|
2020
Q3 | $646K | Sell |
7,471
-6,737
| -47% | -$583K | 0.18% | 73 |
|
|
2020
Q2 | $1.23M | Sell |
14,208
-5,137
| -27% | -$445K | 0.34% | 52 |
|
|
2020
Q1 | $1.68M | Sell |
19,345
-11,184
| -37% | -$955K | 0.56% | 29 |
|
|
2019
Q4 | $2.58M | Buy |
30,529
+30,189
| +8,879% | +$2.56M | 0.56% | 28 |
|
|
2019
Q3 | $29K | Hold |
340
| – | – | 0.01% | 224 |
|
|
2019
Q2 | $29K | Hold |
340
| – | – | 0.01% | 231 |
|
|
2019
Q1 | $29K | Sell |
340
-4,013
| -92% | -$336K | 0.01% | 224 |
|
|
2018
Q4 | $364K | Buy |
4,353
+220
| +5% | +$18.3K | 0.1% | 84 |
|
|
2018
Q3 | $343K | Buy |
4,133
+3,000
| +265% | +$250K | 0.08% | 96 |
|
|
2018
Q2 | $94K | Hold |
1,133
| – | – | 0.02% | 216 |
|
|
2018
Q1 | $95K | Buy |
1,133
+1,003
| +772% | +$83.8K | 0.02% | 214 |
|
|
2017
Q4 | $11K | Buy |
130
+90
| +225% | +$7.57K | ﹤0.01% | 308 |
|
|
2017
Q3 | $3K | Buy |
+40
| New | +$3.38K | ﹤0.01% | 441 |
|
|
2017
Q1 | – | Sell |
-195
| Closed | -$16K | – | 425 |
|
|
2016
Q4 | $16K | Buy |
+195
| New | +$16.5K | 0.01% | 242 |
|
Other funds holding SHY
Lee Financial's SHY Position: Q2 2026 in Review
Lee Financial reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 11% in Q2 2026, selling an estimated $95.5K and leaving 9,045 shares worth $743K. The position accounts for 0.09% of the portfolio, ranked #94.
Lee Financial first reported a position in SHY in Q4 2016 and has held it in 37 quarters since. The position peaked at $25.9M in Q3 2022. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.
- Lee Financial held 9,045 shares of iShares 1-3 Year Treasury Bond ETF worth $743K as of Q2 2026.
- Lee Financial sold 1,162 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $95.5K.
- iShares 1-3 Year Treasury Bond ETF made up 0.09% of Lee Financial's portfolio in Q2 2026, its #94 holding.
- Lee Financial first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2016 and has held it in 37 quarters since.
- Lee Financial's iShares 1-3 Year Treasury Bond ETF position peaked at $25.9M in Q3 2022.
- 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.
Based on Lee Financial's 13F filing for Q2 2026, filed 22 Jul 2026.