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Morris Financial Concepts’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Morris Financial Concepts’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 		$10.4M Sell
127,224
-332
-0.3% -$27.3K 3.2% 7
2026
Q1 		$10.5M Buy
127,556
+9,989
+8% +$827K 3.58% 6
2025
Q4 		$9.74M Buy
117,567
+3,239
+3% +$268K 3.41% 5
2025
Q3 		$9.48M Buy
114,328
+7,957
+7% +$658K 3.43% 5
2025
Q2 		$8.81M Buy
106,371
+5,698
+6% +$470K 3.5% 5
2025
Q1 		$8.33M Buy
100,673
+4,020
+4% +$331K 3.49% 5
2024
Q4 		$7.92M Buy
96,653
+7,799
+9% +$641K 3.4% 6
2024
Q3 		$7.39M Buy
88,854
+5,714
+7% +$471K 3.17% 7
2024
Q2 		$6.79M Buy
83,140
+10,530
+15% +$857K 3.25% 6
2024
Q1 		$5.94M Buy
72,610
+3,993
+6% +$327K 3.04% 8
2023
Q4 		$5.63M Buy
68,617
+2,561
+4% +$208K 3.21% 8
2023
Q3 		$5.35M Sell
66,056
-1,284
-2% -$104K 3.55% 8
2023
Q2 		$5.46M Buy
67,340
+11,310
+20% +$925K 3.53% 9
2023
Q1 		$4.6M Buy
56,030
+28,560
+104% +$2.33M 3.24% 9
2022
Q4 		$2.23M Buy
27,470
+27,469
+2,746,900% +$2.23M 1.8% 12
2022
Q3 		$0 Sell
1
-1,781
-100% -$147K ﹤0.01% 128
2022
Q2 		$147K Buy
1,782
+165
+10% +$13.7K 0.14% 72
2022
Q1 		$135K Buy
1,617
+417
+35% +$35.2K 0.11% 72
2021
Q4 		$103K Buy
+1,200
New +$103K 0.09% 71

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

Morris Financial Concepts's SHY Position: Q2 2026 in Review

Morris Financial Concepts reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.26% in Q2 2026, selling an estimated $27.3K and leaving 127,224 shares worth $10.4M. The position accounts for 3.2% of the portfolio, ranked #7.

Morris Financial Concepts first reported a position in SHY in Q4 2021 and has held it in 19 quarters since. The position peaked at $10.5M in Q1 2026. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Morris Financial Concepts held 127,224 shares of iShares 1-3 Year Treasury Bond ETF worth $10.4M as of Q2 2026.
  • Morris Financial Concepts sold 332 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $27.3K.
  • iShares 1-3 Year Treasury Bond ETF made up 3.2% of Morris Financial Concepts's portfolio in Q2 2026, its #7 holding.
  • Morris Financial Concepts first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Morris Financial Concepts's iShares 1-3 Year Treasury Bond ETF position peaked at $10.5M in Q1 2026.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.