Lowery Thomas LLC’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Lowery Thomas LLC’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	$1.26M	Buy	15,377 +266	+2%	+$21.9K	0.62%	35
2026 Q1	$1.25M	Buy	15,111 +1,856	+14%	+$154K	0.71%	31
2025 Q4	$1.1M	Buy	13,255 +1,422	+12%	+$118K	0.62%	34
2025 Q3	$982K	Buy	11,833 +1,191	+11%	+$98.5K	0.57%	35
2025 Q2	$882K	Buy	10,642 +1,353	+15%	+$112K	0.56%	36
2025 Q1	$768K	Buy	9,289 +5,553	+149%	+$457K	0.53%	38
2024 Q4	$306K	Buy	+3,736	New	+$307K	0.2%	50
2023 Q4	–	Sell	-2,867	Closed	-$232K	–	48
2023 Q3	$232K	Buy	+2,867	New	+$232K	0.22%	46
2023 Q1	–	Sell	-3,767	Closed	-$306K	–	45
2022 Q4	$306K	Sell	3,767 -38,661	-91%	-$3.14M	0.37%	31
2022 Q3	$3.45M	Sell	42,428 -42,517	-50%	-$3.5M	4.03%	9
2022 Q2	$7.03M	Buy	84,945 +9,835	+13%	+$816K	6.72%	2
2022 Q1	$6.26M	Buy	75,110 +5,267	+8%	+$445K	4.86%	6
2021 Q4	$5.97M	Buy	+69,843	New	+$5.99M	4.12%	6

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

Lowery Thomas LLC's SHY Position: Q2 2026 in Review

Lowery Thomas LLC increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1.8% in Q2 2026, buying an estimated $21.9K and bringing the position to 15,377 shares worth $1.26M. The position accounts for 0.62% of the portfolio, ranked #35.

Lowery Thomas LLC first reported a position in SHY in Q4 2021 and has held it in 13 quarters since. The position peaked at $7.03M in Q2 2022. 1,211 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Lowery Thomas LLC held 15,377 shares of iShares 1-3 Year Treasury Bond ETF worth $1.26M as of Q2 2026.
Lowery Thomas LLC bought 266 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $21.9K.
iShares 1-3 Year Treasury Bond ETF made up 0.62% of Lowery Thomas LLC's portfolio in Q2 2026, its #35 holding.
Lowery Thomas LLC first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2021 and has held it in 13 quarters since.
Lowery Thomas LLC's iShares 1-3 Year Treasury Bond ETF position peaked at $7.03M in Q2 2022.
1,211 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Lowery Thomas LLC's 13F filing for Q2 2026, filed 29 Jul 2026.