Logan Capital Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Logan Capital 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	$82K	Buy	+998	New	+$82.1K	﹤0.01%	302
2025 Q4	–	Sell	-965	Closed	-$80K	–	437
2025 Q3	$80K	Buy	965 +29	+3%	+$2.4K	﹤0.01%	297
2025 Q2	$77.6K	Buy	936 +44	+5%	+$3.63K	﹤0.01%	293
2025 Q1	$73.7K	Buy	892 +24	+3%	+$1.97K	﹤0.01%	324
2024 Q4	$71.2K	Buy	868 +425	+96%	+$34.9K	﹤0.01%	324
2024 Q3	$36.8K	Buy	+443	New	+$36.5K	﹤0.01%	354
2021 Q4	–	Sell	-95	Closed	-$8K	–	556
2021 Q3	$8K	Hold	95	–	–	﹤0.01%	465
2021 Q2	$8K	Sell	95 -194	-67%	-$16.7K	﹤0.01%	460
2021 Q1	$25K	Buy	+289	New	+$24.9K	﹤0.01%	392

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Logan Capital Management's SHY Position: Q2 2026 in Review

Logan Capital Management opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026: 998 shares worth $82K. The stake represents ﹤0.01% of the portfolio and ranks #302 among its holdings. This is a return to the name: Logan Capital Management previously reported a position in SHY as recently as Q3 2025.

Logan Capital Management first reported a position in SHY in Q1 2021 and has held it in 9 quarters since. 1,216 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Logan Capital Management held 998 shares of iShares 1-3 Year Treasury Bond ETF worth $82K as of Q2 2026.
iShares 1-3 Year Treasury Bond ETF was a new Logan Capital Management position in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of Logan Capital Management's portfolio in Q2 2026, its #302 holding.
Logan Capital Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2021 and has held it in 9 quarters since.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Logan Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.