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

Medallion 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	$903	Hold	11	–	–	﹤0.01%	1012
2026 Q1	$908	Hold	11	–	–	﹤0.01%	1065
2025 Q4	$911	Hold	11	–	–	﹤0.01%	1050
2025 Q3	$913	Hold	11	–	–	﹤0.01%	1034
2025 Q2	$908	Buy	11 +1	+10%	+$83	﹤0.01%	1027
2025 Q1	$825	Hold	10	–	–	﹤0.01%	1002
2024 Q4	$820	Buy	+10	New	+$822	﹤0.01%	945

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

Medallion Wealth Advisors's SHY Position: Q2 2026 in Review

Medallion Wealth Advisors held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 11 shares worth $903. The position accounts for ﹤0.01% of the portfolio, ranked #1012.

Medallion Wealth Advisors first reported a position in SHY in Q4 2024 and has held it in 7 quarters since. The position peaked at $913 in Q3 2025. 1,214 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Medallion Wealth Advisors held 11 shares of iShares 1-3 Year Treasury Bond ETF worth $903 as of Q2 2026.
Medallion Wealth Advisors left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #1012 holding.
Medallion 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.
Medallion Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $913 in Q3 2025.
1,214 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.