LAM
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Lewis Asset Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Lewis Asset Management’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 		$219K Buy
2,671
+24
+0.9% +$1.97K 0.08% 207
2026
Q1 		$219K Buy
2,647
+19
+0.7% +$1.57K 0.09% 183
2025
Q4 		$218K Sell
2,628
-252
-9% -$20.9K 0.09% 172
2025
Q3 		$239K Buy
2,880
+46
+2% +$3.81K 0.1% 170
2025
Q2 		$235K Buy
2,834
+48
+2% +$3.96K 0.11% 163
2025
Q1 		$230K Buy
2,786
+37
+1% +$3.04K 0.19% 111
2024
Q4 		$225K Buy
2,749
+230
+9% +$18.9K 0.17% 118
2024
Q3 		$209K Buy
+2,519
New +$208K 0.15% 126

Other funds holding SHY

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return
CI
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
AP
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
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Lewis Asset Management's SHY Position: Q2 2026 in Review

Lewis Asset Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.91% in Q2 2026, buying an estimated $1.97K and bringing the position to 2,671 shares worth $219K. The position accounts for 0.08% of the portfolio, ranked #207.

Lewis Asset Management first reported a position in SHY in Q3 2024 and has held it in 8 quarters since. The position peaked at $239K in Q3 2025. 576 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Lewis Asset Management held 2,671 shares of iShares 1-3 Year Treasury Bond ETF worth $219K as of Q2 2026.
  • Lewis Asset Management bought 24 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.97K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.08% of Lewis Asset Management's portfolio in Q2 2026, its #207 holding.
  • Lewis Asset Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • Lewis Asset Management's iShares 1-3 Year Treasury Bond ETF position peaked at $239K in Q3 2025.
  • 576 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Lewis Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.