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

Nvest Wealth Strategies’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 		$18.3K Hold
223
– – 0.01% 91
2026
Q1 		$18.4K Buy
+223
New +$18.5K 0.01% 90

Other funds holding SHY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
ST
Smithfield Trust Pittsburgh, Pennsylvania $2.5B AUM 19.97% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Nvest Wealth Strategies's SHY Position: Q2 2026 in Review

Nvest Wealth Strategies held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 223 shares worth $18.3K. The position accounts for 0.01% of the portfolio, ranked #91.

Nvest Wealth Strategies first reported a position in SHY in Q1 2026 and has held it in 2 quarters since. The position peaked at $18.4K in Q1 2026. 818 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Nvest Wealth Strategies held 223 shares of iShares 1-3 Year Treasury Bond ETF worth $18.3K as of Q2 2026.
  • Nvest Wealth Strategies left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 1-3 Year Treasury Bond ETF made up 0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #91 holding.
  • Nvest Wealth Strategies first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Nvest Wealth Strategies's iShares 1-3 Year Treasury Bond ETF position peaked at $18.4K in Q1 2026.
  • 818 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.