Main Street Financial Solutions’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Main Street Financial Solutions’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	$11.4M	Buy	138,410 +33,960	+33%	+$2.79M	0.73%	31
2026 Q1	$8.62M	Buy	+104,450	New	+$8.65M	0.63%	40
2023 Q4	–	Sell	-6,796	Closed	-$550K	–	487
2023 Q3	$550K	Sell	6,796 -2,248	-25%	-$182K	0.08%	236
2023 Q2	$733K	Sell	9,044 -14,142	-61%	-$1.16M	0.1%	198
2023 Q1	$1.9M	Sell	23,186 -50,692	-69%	-$4.13M	0.28%	74
2022 Q4	$6M	Buy	73,878 +829	+1%	+$67.3K	0.95%	19
2022 Q3	$5.93M	Buy	73,049 +30,848	+73%	+$2.54M	0.98%	23
2022 Q2	$3.49M	Buy	42,201 +484	+1%	+$40.2K	0.45%	47
2022 Q1	$3.48M	Buy	41,717 +5,968	+17%	+$504K	0.51%	39
2021 Q4	$3.06M	Sell	35,749 -27,942	-44%	-$2.4M	0.43%	49
2021 Q3	$5.49M	Sell	63,691 -4,182	-6%	-$361K	0.84%	23
2021 Q2	$5.85M	Buy	67,873 +44,134	+186%	+$3.81M	0.95%	21
2021 Q1	$2.05M	Buy	23,739 +21,299	+873%	+$1.84M	0.36%	60
2020 Q4	$211K	Buy	+2,440	New	+$211K	0.04%	362

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

Main Street Financial Solutions's SHY Position: Q2 2026 in Review

Main Street Financial Solutions increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 33% in Q2 2026, buying an estimated $2.79M and bringing the position to 138,410 shares worth $11.4M. The position accounts for 0.73% of the portfolio, ranked #31.

Main Street Financial Solutions first reported a position in SHY in Q4 2020 and has held it in 14 quarters since. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Main Street Financial Solutions held 138,410 shares of iShares 1-3 Year Treasury Bond ETF worth $11.4M as of Q2 2026.
Main Street Financial Solutions bought 33,960 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.79M.
iShares 1-3 Year Treasury Bond ETF made up 0.73% of Main Street Financial Solutions's portfolio in Q2 2026, its #31 holding.
Main Street Financial Solutions first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and has held it in 14 quarters since.
1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Main Street Financial Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.