Mustico Financial Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Mustico Financial 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	$260K	Sell	3,177 -1,110	-26%	-$91.3K	0.17%	42
2026 Q1	$354K	Buy	4,287 +1	+0%	+$83	0.25%	32
2025 Q4	$355K	Sell	4,286 -1,915	-31%	-$159K	0.27%	26
2025 Q3	$505K	Sell	6,201 -624	-9%	-$51.6K	0.51%	17
2025 Q2	$564K	Buy	+6,825	New	+$563K	0.52%	19

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

Mustico Financial Group's SHY Position: Q2 2026 in Review

Mustico Financial Group reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 26% in Q2 2026, selling an estimated $91.3K and leaving 3,177 shares worth $260K. The position accounts for 0.17% of the portfolio, ranked #42.

Mustico Financial Group first reported a position in SHY in Q2 2025 and has held it in 5 quarters since. The position peaked at $564K in Q2 2025. 1,213 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Mustico Financial Group held 3,177 shares of iShares 1-3 Year Treasury Bond ETF worth $260K as of Q2 2026.
Mustico Financial Group sold 1,110 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $91.3K.
iShares 1-3 Year Treasury Bond ETF made up 0.17% of Mustico Financial Group's portfolio in Q2 2026, its #42 holding.
Mustico Financial Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
Mustico Financial Group's iShares 1-3 Year Treasury Bond ETF position peaked at $564K in Q2 2025.
1,213 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

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