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

Leigh Baldwin & 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 		$1.27M Buy
15,448
+976
+7% +$80.3K 0.68% 34
2026
Q1 		$1.19M Buy
14,472
+675
+5% +$55.9K 0.77% 35
2025
Q4 		$1.14M Buy
13,797
+925
+7% +$76.7K 0.75% 31
2025
Q3 		$1.07M Buy
12,872
+1,225
+11% +$101K 0.6% 43
2025
Q2 		$965K Buy
11,647
+5,197
+81% +$429K 0.63% 38
2025
Q1 		$534K Buy
6,450
+2,375
+58% +$195K 0.43% 60
2024
Q4 		$334K Buy
+4,075
New +$335K 0.28% 100

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

Leigh Baldwin & Co's SHY Position: Q2 2026 in Review

Leigh Baldwin & Co increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 6.7% in Q2 2026, buying an estimated $80.3K and bringing the position to 15,448 shares worth $1.27M. The position accounts for 0.68% of the portfolio, ranked #34.

Leigh Baldwin & Co first reported a position in SHY in Q4 2024 and has held it in 7 quarters since. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Leigh Baldwin & Co held 15,448 shares of iShares 1-3 Year Treasury Bond ETF worth $1.27M as of Q2 2026.
  • Leigh Baldwin & Co bought 976 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $80.3K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.68% of Leigh Baldwin & Co's portfolio in Q2 2026, its #34 holding.
  • Leigh Baldwin & Co first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Leigh Baldwin & Co's 13F filing for Q2 2026, filed 13 Aug 2026.