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

Noble Family 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	$2.5M	Sell	30,491 -946	-3%	-$77.8K	0.45%	32
2026 Q1	$2.6M	Sell	31,437 -308	-1%	-$25.5K	0.54%	29
2025 Q4	$2.63M	Buy	31,745 +3,008	+10%	+$249K	0.55%	29
2025 Q3	$2.38M	Hold	28,737	–	–	0.53%	31
2025 Q2	$2.38M	Sell	28,737 -762	-3%	-$62.9K	0.58%	27
2025 Q1	$2.44M	Sell	29,499 -2,303	-7%	-$189K	0.67%	25
2024 Q4	$2.61M	Sell	31,802 -2,829	-8%	-$233K	0.72%	25
2024 Q3	$2.88M	Sell	34,631 -2,768	-7%	-$228K	0.77%	25
2024 Q2	$3.05M	Sell	37,399 -1,937	-5%	-$158K	0.88%	25
2024 Q1	$3.22M	Sell	39,336 -1,874	-5%	-$153K	0.92%	23
2023 Q4	$3.38M	Sell	41,210 -1,510	-4%	-$123K	1.02%	21
2023 Q3	$3.46M	Sell	42,720 -8,250	-16%	-$668K	1.17%	21
2023 Q2	$4.13M	Sell	50,970 -1,289	-2%	-$105K	1.34%	18
2023 Q1	$4.29M	Buy	+52,259	New	+$4.26M	1.46%	18

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

Noble Family Wealth's SHY Position: Q2 2026 in Review

Noble Family Wealth reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 3% in Q2 2026, selling an estimated $77.8K and leaving 30,491 shares worth $2.5M. The position accounts for 0.45% of the portfolio, ranked #32.

Noble Family Wealth first reported a position in SHY in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.29M in Q1 2023. 1,214 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Noble Family Wealth held 30,491 shares of iShares 1-3 Year Treasury Bond ETF worth $2.5M as of Q2 2026.
Noble Family Wealth sold 946 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $77.8K.
iShares 1-3 Year Treasury Bond ETF made up 0.45% of Noble Family Wealth's portfolio in Q2 2026, its #32 holding.
Noble Family Wealth first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
Noble Family Wealth's iShares 1-3 Year Treasury Bond ETF position peaked at $4.29M in Q1 2023.
1,214 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Noble Family Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.