MHB
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Midwest Heritage Bank’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Midwest Heritage Bank’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 		$8.61M Buy
104,873
+3,918
+4% +$322K 2.44% 13
2026
Q1 		$8.34M Buy
100,955
+19,008
+23% +$1.57M 2.67% 11
2025
Q4 		$6.79M Buy
81,947
+3,791
+5% +$314K 2.34% 14
2025
Q3 		$6.48M Buy
78,156
+380
+0.5% +$31.4K 2.3% 14
2025
Q2 		$6.44M Buy
77,776
+2,580
+3% +$213K 2.42% 12
2025
Q1 		$6.22M Buy
75,196
+10,528
+16% +$866K 2.56% 12
2024
Q4 		$5.3M Sell
64,668
-4,584
-7% -$377K 2.46% 13
2024
Q3 		$5.76M Buy
69,252
+1,261
+2% +$104K 2.69% 10
2024
Q2 		$5.55M Buy
67,991
+4,769
+8% +$388K 2.81% 10
2024
Q1 		$5.17M Buy
63,222
+11,378
+22% +$931K 2.72% 12
2023
Q4 		$4.25M Sell
51,844
-1,055
-2% -$85.8K 2.89% 11
2023
Q3 		$4.28M Sell
52,899
-773
-1% -$62.6K 3.22% 8
2023
Q2 		$4.35M Buy
53,672
+3,732
+7% +$305K 3.3% 8
2023
Q1 		$4.1M Buy
49,940
+12,045
+32% +$982K 3.3% 7
2022
Q4 		$3.08M Buy
37,895
+1,543
+4% +$125K 2.98% 11
2022
Q3 		$2.95M Sell
36,352
-2,529
-7% -$208K 3.09% 10
2022
Q2 		$3.22M Sell
38,881
-4,553
-10% -$378K 2.91% 10
2022
Q1 		$3.62M Buy
43,434
+12,230
+39% +$1.03M 2.84% 11
2021
Q4 		$2.67M Buy
+31,204
New +$2.68M 2.59% 13

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

Midwest Heritage Bank's SHY Position: Q2 2026 in Review

Midwest Heritage Bank increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 3.9% in Q2 2026, buying an estimated $322K and bringing the position to 104,873 shares worth $8.61M. The position accounts for 2.44% of the portfolio, ranked #13.

Midwest Heritage Bank first reported a position in SHY in Q4 2021 and has held it in 19 quarters since. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Midwest Heritage Bank held 104,873 shares of iShares 1-3 Year Treasury Bond ETF worth $8.61M as of Q2 2026.
  • Midwest Heritage Bank bought 3,918 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $322K.
  • iShares 1-3 Year Treasury Bond ETF made up 2.44% of Midwest Heritage Bank's portfolio in Q2 2026, its #13 holding.
  • Midwest Heritage Bank first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Midwest Heritage Bank's 13F filing for Q2 2026, filed 28 Jul 2026.