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SHY icon

MBL Wealth’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

MBL Wealth’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 		$17.5M Buy
213,461
+6,390
+3% +$525K 1.2% 16
2026
Q1 		$17.1M Buy
207,071
+13,155
+7% +$1.09M 1.29% 16
2025
Q4 		$16.1M Buy
193,916
+6,038
+3% +$501K 1.29% 18
2025
Q3 		$15.6M Buy
187,878
+10,146
+6% +$839K 1.36% 17
2025
Q2 		$14.7M Sell
177,732
-1,854
-1% -$153K 1.41% 17
2025
Q1 		$14.9M Buy
179,586
+1,912
+1% +$157K 1.5% 17
2024
Q4 		$14.6M Buy
177,674
+9,877
+6% +$812K 1.46% 17
2024
Q3 		$14M Buy
167,797
+8,268
+5% +$682K 1.5% 17
2024
Q2 		$13M Sell
159,529
-60,681
-28% -$4.94M 1.45% 17
2024
Q1 		$18M Buy
220,210
+14,023
+7% +$1.15M 2.04% 14
2023
Q4 		$16.9M Buy
206,187
+5,835
+3% +$474K 2.12% 15
2023
Q3 		$16.2M Buy
200,352
+13,348
+7% +$1.08M 2.28% 14
2023
Q2 		$15.2M Buy
187,004
+8,302
+5% +$679K 2.14% 13
2023
Q1 		$14.7M Buy
178,702
+52,729
+42% +$4.3M 2.3% 12
2022
Q4 		$10.2M Buy
125,973
+7,330
+6% +$595K 1.96% 13
2022
Q3 		$9.63M Buy
118,643
+14,894
+14% +$1.23M 2.08% 12
2022
Q2 		$8.59M Buy
103,749
+18,337
+21% +$1.52M 2.14% 12
2022
Q1 		$7.12M Buy
+85,412
New +$7.22M 1.74% 13
2021
Q1 		$663K Sell
7,687
-4,013
-34% -$346K 0.23% 69
2020
Q4 		$1.01M Buy
+11,700
New +$1.01M 0.4% 47

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MBL Wealth's SHY Position: Q2 2026 in Review

MBL Wealth increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 3.1% in Q2 2026, buying an estimated $525K and bringing the position to 213,461 shares worth $17.5M. The position accounts for 1.2% of the portfolio, ranked #16.

MBL Wealth first reported a position in SHY in Q4 2020 and has held it in 20 quarters since. The position peaked at $18M in Q1 2024. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • MBL Wealth held 213,461 shares of iShares 1-3 Year Treasury Bond ETF worth $17.5M as of Q2 2026.
  • MBL Wealth bought 6,390 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $525K.
  • iShares 1-3 Year Treasury Bond ETF made up 1.2% of MBL Wealth's portfolio in Q2 2026, its #16 holding.
  • MBL Wealth first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and has held it in 20 quarters since.
  • MBL Wealth's iShares 1-3 Year Treasury Bond ETF position peaked at $18M in Q1 2024.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.