Market Street Wealth Management Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Market Street Wealth Management 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	$233K	Buy	2,842 +29	+1%	+$2.38K	0.03%	111
2026 Q1	$232K	Hold	2,813	–	–	0.04%	98
2025 Q4	$233K	Buy	2,813 +15	+0.5%	+$1.24K	0.04%	96
2025 Q3	$232K	Buy	2,798 +48	+2%	+$3.97K	0.04%	97
2025 Q2	$228K	Buy	2,750 +10	+0.4%	+$826	0.04%	96
2025 Q1	$227K	Buy	2,740 +48	+2%	+$3.95K	0.04%	93
2024 Q4	$221K	Buy	2,692 +69	+3%	+$5.67K	0.04%	95
2024 Q3	$218K	Buy	+2,623	New	+$216K	0.04%	93
2023 Q3	–	Sell	-158,114	Closed	-$12.8M	–	95
2023 Q2	$12.8M	Buy	158,114 +28,086	+22%	+$2.3M	3.25%	11
2023 Q1	$10.7M	Buy	130,028 +123,870	+2,012%	+$10.1M	2.81%	11
2022 Q4	$500K	Sell	6,158 -2,093	-25%	-$170K	0.14%	73
2022 Q3	$670K	Sell	8,251 -5,473	-40%	-$450K	0.21%	63
2022 Q2	$1.14M	Buy	+13,724	New	+$1.14M	0.35%	56

Other funds holding SHY

BlackRock New York $6.73T AUM 46.02% 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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Smithfield Trust Pittsburgh, Pennsylvania $2.5B AUM 19.97% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Market Street Wealth Management Advisors's SHY Position: Q2 2026 in Review

Market Street Wealth Management Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1% in Q2 2026, buying an estimated $2.38K and bringing the position to 2,842 shares worth $233K. The position accounts for 0.03% of the portfolio, ranked #111.

Market Street Wealth Management Advisors first reported a position in SHY in Q2 2022 and has held it in 13 quarters since. The position peaked at $12.8M in Q2 2023. 797 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Market Street Wealth Management Advisors held 2,842 shares of iShares 1-3 Year Treasury Bond ETF worth $233K as of Q2 2026.
Market Street Wealth Management Advisors bought 29 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.38K.
iShares 1-3 Year Treasury Bond ETF made up 0.03% of Market Street Wealth Management Advisors's portfolio in Q2 2026, its #111 holding.
Market Street Wealth Management Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2022 and has held it in 13 quarters since.
Market Street Wealth Management Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $12.8M in Q2 2023.
797 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Market Street Wealth Management Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.