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

Mount Yale 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	$1.06M	Sell	12,922 -12,277	-49%	-$1.01M	0.02%	568
2026 Q1	$2.08M	Buy	25,199 +8,142	+48%	+$674K	0.05%	362
2025 Q4	$1.41M	Buy	17,057 +1,569	+10%	+$130K	0.07%	248
2025 Q3	$1.28M	Buy	15,488 +12,870	+492%	+$1.06M	0.09%	236
2025 Q2	$217K	Sell	2,618 -595	-19%	-$49.1K	0.02%	538
2025 Q1	$266K	Sell	3,213 -2,301	-42%	-$189K	0.02%	469
2024 Q4	$452K	Sell	5,514 -157	-3%	-$12.9K	0.04%	358
2024 Q3	$472K	Sell	5,671 -1,662	-23%	-$137K	0.05%	358
2024 Q2	$599K	Buy	7,333 +1,606	+28%	+$131K	0.05%	308
2024 Q1	$468K	Buy	5,727 +17	+0.3%	+$1.39K	0.04%	367
2023 Q4	$468K	Buy	5,710 +885	+18%	+$71.9K	0.04%	328
2023 Q3	$391K	Sell	4,825 -975	-17%	-$79K	0.04%	347
2023 Q2	$470K	Sell	5,800 -60	-1%	-$4.91K	0.05%	317
2023 Q1	$481K	Sell	5,860 -12,051	-67%	-$982K	0.05%	304
2022 Q4	$1.45M	Buy	17,911 +14,417	+413%	+$1.17M	0.17%	142
2022 Q3	$284K	Sell	3,494 -157	-4%	-$12.9K	0.04%	352
2022 Q2	$302K	Buy	+3,651	New	+$303K	0.04%	351
2022 Q1	–	Sell	-7,754	Closed	-$663K	–	496
2021 Q4	$663K	Buy	+7,754	New	+$665K	0.07%	255
2018 Q3	–	Sell	-767	Closed	-$64K	–	998
2018 Q2	$64K	Hold	767	–	–	0.01%	589
2018 Q1	$64K	Buy	+767	New	+$64.1K	0.01%	570

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

Mount Yale Investment Advisors's SHY Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 49% in Q2 2026, selling an estimated $1.01M and leaving 12,922 shares worth $1.06M. The position accounts for 0.02% of the portfolio, ranked #568.

Mount Yale Investment Advisors first reported a position in SHY in Q1 2018 and has held it in 20 quarters since. The position peaked at $2.08M in Q1 2026. 1,216 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Mount Yale Investment Advisors held 12,922 shares of iShares 1-3 Year Treasury Bond ETF worth $1.06M as of Q2 2026.
Mount Yale Investment Advisors sold 12,277 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.01M.
iShares 1-3 Year Treasury Bond ETF made up 0.02% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #568 holding.
Mount Yale Investment Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2018 and has held it in 20 quarters since.
Mount Yale Investment Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $2.08M in Q1 2026.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.