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Lifeworks Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Lifeworks Advisors’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
-4,643
Closed -$383K – 344
2026
Q1 		$383K Sell
4,643
-776
-14% -$64.2K 0.05% 221
2025
Q4 		$449K Sell
5,419
-98
-2% -$8.12K 0.06% 218
2025
Q3 		$458K Hold
5,517
– – 0.06% 218
2025
Q2 		$457K Sell
5,517
-60
-1% -$4.95K 0.07% 206
2025
Q1 		$461K Sell
5,577
-880
-14% -$72.4K 0.08% 188
2024
Q4 		$529K Buy
6,457
+6
+0.1% +$493 0.1% 162
2024
Q3 		$536K Sell
6,451
-113
-2% -$9.32K 0.11% 154
2024
Q2 		$536K Sell
6,564
-486
-7% -$39.5K 0.15% 124
2024
Q1 		$577K Sell
7,050
-1,702
-19% -$139K 0.16% 120
2023
Q4 		$718K Buy
8,752
+1,989
+29% +$162K 0.25% 92
2023
Q3 		$548K Buy
+6,763
New +$548K 0.21% 115

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

Lifeworks Advisors's SHY Position: Q2 2026 in Review

Lifeworks Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026, closing a stake of 4,643 shares — an estimated $383K sold.

Lifeworks Advisors first reported a position in SHY in Q3 2023 and held it in 11 quarters. The position peaked at $718K in Q4 2023. 1,211 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Lifeworks Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Lifeworks Advisors sold 4,643 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $383K.
  • Lifeworks Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2023 and held it in 11 quarters.
  • Lifeworks Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $718K in Q4 2023.
  • 1,211 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.