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

Maxele 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	$1.5M	Buy	+18,231	New	+$1.5M	1.05%	29
2025 Q4	$1.56M	Sell	18,778 -34	-0.2%	-$2.82K	1.26%	24
2025 Q3	$1.56M	Buy	18,812 +863	+5%	+$71.4K	1.35%	20
2025 Q2	$1.49M	Sell	17,949 -1,008	-5%	-$83.2K	1.3%	20
2025 Q1	$1.57M	Sell	18,957 -67	-0.4%	-$5.51K	1.52%	19
2024 Q4	$1.56M	Buy	+19,024	New	+$1.56M	1.49%	18
2022 Q3	$2.53M	Sell	31,165 -1,166	-4%	-$96K	4.25%	6
2022 Q2	$2.68M	Sell	32,331 -5,346	-14%	-$443K	4.2%	6
2022 Q1	$3.14M	Sell	37,677 -9,157	-20%	-$774K	3.9%	6
2021 Q4	$4.01M	Buy	+46,834	New	+$4.02M	4.63%	3

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

Maxele Advisors's SHY Position: Q2 2026 in Review

Maxele Advisors opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026: 18,231 shares worth $1.5M. The stake represents 1.05% of the portfolio and ranks #29 among its holdings. This is a return to the name: Maxele Advisors previously reported a position in SHY as recently as Q4 2025.

Maxele Advisors first reported a position in SHY in Q4 2021 and has held it in 10 quarters since. The position peaked at $4.01M in Q4 2021. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Maxele Advisors held 18,231 shares of iShares 1-3 Year Treasury Bond ETF worth $1.5M as of Q2 2026.
iShares 1-3 Year Treasury Bond ETF was a new Maxele Advisors position in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up 1.05% of Maxele Advisors's portfolio in Q2 2026, its #29 holding.
Maxele Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2021 and has held it in 10 quarters since.
Maxele Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $4.01M in Q4 2021.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Maxele Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.