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

Lowe Brockenbrough & 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	$2.05K	Hold	25	–	–	﹤0.01%	337
2026 Q1	$2.06K	Hold	25	–	–	﹤0.01%	328
2025 Q4	$2.07K	Hold	25	–	–	﹤0.01%	329
2025 Q3	$2.07K	Buy	+25	New	+$2.07K	﹤0.01%	332
2023 Q3	–	Sell	-2,643	Closed	-$214K	–	269
2023 Q2	$214K	Buy	+2,643	New	+$216K	0.02%	262

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

Lowe Brockenbrough & Co's SHY Position: Q2 2026 in Review

Lowe Brockenbrough & Co held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 25 shares worth $2.05K. The position accounts for ﹤0.01% of the portfolio, ranked #337.

Lowe Brockenbrough & Co first reported a position in SHY in Q2 2023 and has held it in 5 quarters since. The position peaked at $214K in Q2 2023. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Lowe Brockenbrough & Co held 25 shares of iShares 1-3 Year Treasury Bond ETF worth $2.05K as of Q2 2026.
Lowe Brockenbrough & Co left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of Lowe Brockenbrough & Co's portfolio in Q2 2026, its #337 holding.
Lowe Brockenbrough & Co first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2023 and has held it in 5 quarters since.
Lowe Brockenbrough & Co's iShares 1-3 Year Treasury Bond ETF position peaked at $214K in Q2 2023.
1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q2 2026, filed 3 Aug 2026.