McKinley Carter Wealth Services’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

McKinley Carter Wealth Services’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	$12.8M	Buy	155,453 +39,498	+34%	+$3.25M	0.66%	35
2026 Q1	$9.57M	Buy	115,955 +91,461	+373%	+$7.57M	0.55%	46
2025 Q4	$2.03M	Buy	+24,494	New	+$2.03M	0.11%	125
2022 Q3	–	Sell	-7,146	Closed	-$592K	–	292
2022 Q2	$592K	Buy	+7,146	New	+$593K	0.05%	180

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

McKinley Carter Wealth Services's SHY Position: Q2 2026 in Review

McKinley Carter Wealth Services increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 34% in Q2 2026, buying an estimated $3.25M and bringing the position to 155,453 shares worth $12.8M. The position accounts for 0.66% of the portfolio, ranked #35.

McKinley Carter Wealth Services first reported a position in SHY in Q2 2022 and has held it in 4 quarters since. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

McKinley Carter Wealth Services held 155,453 shares of iShares 1-3 Year Treasury Bond ETF worth $12.8M as of Q2 2026.
McKinley Carter Wealth Services bought 39,498 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $3.25M.
iShares 1-3 Year Treasury Bond ETF made up 0.66% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #35 holding.
McKinley Carter Wealth Services first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2022 and has held it in 4 quarters since.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.