Milestones Private Investment Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Milestones Private Investment 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	$1.74M	Buy	21,212 +1,488	+8%	+$122K	1.39%	18
2026 Q1	$1.63M	Buy	19,724 +602	+3%	+$49.8K	1.43%	27
2025 Q4	$1.58M	Sell	19,122 -963	-5%	-$79.8K	1.09%	32
2025 Q3	$1.67M	Sell	20,085 -284	-1%	-$23.5K	1.14%	27
2025 Q2	$1.69M	Buy	+20,369	New	+$1.68M	1.25%	26

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

Milestones Private Investment Advisors's SHY Position: Q2 2026 in Review

Milestones Private Investment Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 7.5% in Q2 2026, buying an estimated $122K and bringing the position to 21,212 shares worth $1.74M. The position accounts for 1.39% of the portfolio, ranked #18.

Milestones Private Investment Advisors first reported a position in SHY in Q2 2025 and has held it in 5 quarters since. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Milestones Private Investment Advisors held 21,212 shares of iShares 1-3 Year Treasury Bond ETF worth $1.74M as of Q2 2026.
Milestones Private Investment Advisors bought 1,488 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $122K.
iShares 1-3 Year Treasury Bond ETF made up 1.39% of Milestones Private Investment Advisors's portfolio in Q2 2026, its #18 holding.
Milestones Private Investment Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Milestones Private Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.