Midwest Trust’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Midwest Trust’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	$1.69M	Sell	20,617 -4,032	-16%	-$332K	0.02%	311
2026 Q1	$2.04M	Buy	24,649 +2,933	+14%	+$243K	0.03%	288
2025 Q4	$1.8M	Buy	21,716 +2,566	+13%	+$213K	0.02%	289
2025 Q3	$1.59M	Sell	19,150 -492	-3%	-$40.7K	0.02%	298
2025 Q2	$1.63M	Buy	+19,642	New	+$1.62M	0.02%	294

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

Midwest Trust's SHY Position: Q2 2026 in Review

Midwest Trust reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 16% in Q2 2026, selling an estimated $332K and leaving 20,617 shares worth $1.69M. The position accounts for 0.02% of the portfolio, ranked #311.

Midwest Trust first reported a position in SHY in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.04M in Q1 2026. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Midwest Trust held 20,617 shares of iShares 1-3 Year Treasury Bond ETF worth $1.69M as of Q2 2026.
Midwest Trust sold 4,032 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $332K.
iShares 1-3 Year Treasury Bond ETF made up 0.02% of Midwest Trust's portfolio in Q2 2026, its #311 holding.
Midwest Trust first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
Midwest Trust's iShares 1-3 Year Treasury Bond ETF position peaked at $2.04M in Q1 2026.
1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.