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NewEdge Wealth’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

NewEdge Wealth’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 		$954K Sell
11,624
-10,214
-47% -$840K 0.01% 670
2026
Q1 		$1.8M Sell
21,838
-250
-1% -$20.7K 0.02% 461
2025
Q4 		$1.83M Buy
22,088
+59
+0.3% +$4.89K 0.02% 470
2025
Q3 		$1.82M Buy
22,029
+15,000
+213% +$1.24M 0.03% 423
2025
Q2 		$581K Sell
7,029
-2,692
-28% -$222K 0.01% 666
2025
Q1 		$804K Sell
9,721
-226
-2% -$18.6K 0.01% 524
2024
Q4 		$815K Buy
9,947
+675
+7% +$55.5K 0.01% 526
2024
Q3 		$771K Buy
9,272
+5,765
+164% +$476K 0.01% 518
2024
Q2 		$286K Buy
3,507
+590
+20% +$48K 0.01% 651
2024
Q1 		$237K Buy
+2,917
New +$239K 0.01% 723

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

NewEdge Wealth's SHY Position: Q2 2026 in Review

NewEdge Wealth reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 47% in Q2 2026, selling an estimated $840K and leaving 11,624 shares worth $954K. The position accounts for 0.01% of the portfolio, ranked #670.

NewEdge Wealth first reported a position in SHY in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.83M in Q4 2025. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • NewEdge Wealth held 11,624 shares of iShares 1-3 Year Treasury Bond ETF worth $954K as of Q2 2026.
  • NewEdge Wealth sold 10,214 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $840K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #670 holding.
  • NewEdge Wealth first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • NewEdge Wealth's iShares 1-3 Year Treasury Bond ETF position peaked at $1.83M in Q4 2025.
  • 1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.