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Millstone Evans Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Millstone Evans Group’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 		$32.4K Hold
394
– – 0.02% 435
2026
Q1 		$32.5K Hold
394
– – 0.02% 408
2025
Q4 		$32.6K Hold
394
– – 0.02% 410
2025
Q3 		$32.7K Hold
394
– – 0.02% 391
2025
Q2 		$32.6K Hold
394
– – 0.02% 380
2025
Q1 		$32.6K Hold
394
– – 0.02% 375
2024
Q4 		$32.3K Buy
+394
New +$32.4K 0.02% 363

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Millstone Evans Group's SHY Position: Q2 2026 in Review

Millstone Evans Group held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 394 shares worth $32.4K. The position accounts for 0.02% of the portfolio, ranked #435.

Millstone Evans Group first reported a position in SHY in Q4 2024 and has held it in 7 quarters since. The position peaked at $32.7K in Q3 2025. 1,053 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Millstone Evans Group held 394 shares of iShares 1-3 Year Treasury Bond ETF worth $32.4K as of Q2 2026.
  • Millstone Evans Group left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 1-3 Year Treasury Bond ETF made up 0.02% of Millstone Evans Group's portfolio in Q2 2026, its #435 holding.
  • Millstone Evans Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Millstone Evans Group's iShares 1-3 Year Treasury Bond ETF position peaked at $32.7K in Q3 2025.
  • 1,053 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.