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

LWM 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	-107,313	Closed	-$8.82M	–	4
2026 Q1	$8.86M	Buy	107,313 +645	+0.6%	+$53.4K	7.69%	4
2025 Q4	$8.83M	Buy	106,668 +1,377	+1%	+$114K	7.77%	4
2025 Q3	$8.73M	Buy	+105,291	New	+$8.71M	7.85%	4
2025 Q2	–	Hold	0	–	–	–	4
2025 Q1	–	Sell	-104,532	Closed	-$8.6M	–	4
2024 Q4	$8.57M	Buy	+104,532	New	+$8.59M	8.6%	4

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

LWM Advisors's SHY Position: Q2 2026 in Review

LWM Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026, closing a stake of 107,313 shares — an estimated $8.82M sold.

LWM Advisors first reported a position in SHY in Q4 2024 and held it in 4 quarters. The position peaked at $8.86M in Q1 2026. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

LWM Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
LWM Advisors sold 107,313 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $8.82M.
LWM Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and held it in 4 quarters.
LWM Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $8.86M in Q1 2026.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on LWM Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.