Marshall & Sterling Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Marshall & Sterling Wealth 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	$1.11M	Buy	13,459 +119	+0.9%	+$9.79K	0.65%	35
2026 Q1	$1.1M	Buy	13,340 +2,065	+18%	+$171K	0.72%	34
2025 Q4	$934K	Buy	11,275 +138	+1%	+$11.4K	0.62%	34
2025 Q3	$924K	Buy	11,137 +106	+1%	+$8.77K	0.59%	33
2025 Q2	$914K	Buy	11,031 +3,088	+39%	+$255K	0.62%	34
2025 Q1	$657K	Buy	7,943 +50	+0.6%	+$4.11K	0.45%	40
2024 Q4	$647K	Buy	+7,893	New	+$649K	0.45%	39

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

Marshall & Sterling Wealth Advisors's SHY Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.89% in Q2 2026, buying an estimated $9.79K and bringing the position to 13,459 shares worth $1.11M. The position accounts for 0.65% of the portfolio, ranked #35.

Marshall & Sterling Wealth Advisors first reported a position in SHY in Q4 2024 and has held it in 7 quarters since. 1,214 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Marshall & Sterling Wealth Advisors held 13,459 shares of iShares 1-3 Year Treasury Bond ETF worth $1.11M as of Q2 2026.
Marshall & Sterling Wealth Advisors bought 119 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $9.79K.
iShares 1-3 Year Treasury Bond ETF made up 0.65% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #35 holding.
Marshall & Sterling Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
1,214 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.