My Legacy Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

My Legacy 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
2025 Q2	$344K	Buy	4,172 +441	+12%	+$36.4K	0.12%	163
2025 Q1	$309K	Sell	3,731 -536	-13%	-$44.1K	0.12%	168
2024 Q4	$350K	Sell	4,267 -374	-8%	-$30.7K	0.14%	158
2024 Q3	$386K	Sell	4,641 -7,116	-61%	-$587K	0.15%	155
2024 Q2	$960K	Sell	11,757 -3,268	-22%	-$266K	0.31%	90
2024 Q1	$1.23M	Sell	15,025 -1,249	-8%	-$102K	0.41%	62
2023 Q4	$1.34M	Sell	16,274 -3,241	-17%	-$263K	0.48%	54
2023 Q3	$1.58M	Sell	19,515 -2,443	-11%	-$198K	0.64%	37
2023 Q2	$1.79M	Sell	21,958 -651	-3%	-$53.2K	0.7%	35
2023 Q1	$1.86M	Buy	22,609 +3,165	+16%	+$258K	0.8%	29
2022 Q4	$1.58M	Buy	+19,444	New	+$1.58M	0.68%	34

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

My Legacy Advisors's SHY Position: Q2 2025 in Review

My Legacy Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 12% in Q2 2025, buying an estimated $36.4K and bringing the position to 4,172 shares worth $344K. The position accounts for 0.12% of the portfolio, ranked #163.

My Legacy Advisors first reported a position in SHY in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.86M in Q1 2023. 1,181 funds tracked by Wall St. Rank hold SHY as of Q2 2025.

My Legacy Advisors held 4,172 shares of iShares 1-3 Year Treasury Bond ETF worth $344K as of Q2 2025.
My Legacy Advisors bought 441 iShares 1-3 Year Treasury Bond ETF shares in Q2 2025, an estimated $36.4K.
iShares 1-3 Year Treasury Bond ETF made up 0.12% of My Legacy Advisors's portfolio in Q2 2025, its #163 holding.
My Legacy Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and has held it in 11 quarters since.
My Legacy Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $1.86M in Q1 2023.
1,181 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.