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 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 $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Midwest Trust's SHY Position: Q1 2026 in Review

Midwest Trust increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 14% in Q1 2026, buying an estimated $243K and bringing the position to 24,649 shares worth $2.04M. The position accounts for 0.03% of the portfolio, ranked #288.

Midwest Trust first reported a position in SHY in Q2 2025 and has held it in 4 quarters since. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Midwest Trust held 24,649 shares of iShares 1-3 Year Treasury Bond ETF worth $2.04M as of Q1 2026.
Midwest Trust bought 2,933 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $243K.
iShares 1-3 Year Treasury Bond ETF made up 0.03% of Midwest Trust's portfolio in Q1 2026, its #288 holding.
Midwest Trust first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2025 and has held it in 4 quarters since.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.