Park Edge Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Park Edge 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
2026 Q3	$1.43M	Sell	17,566 -20,197	-53%	-$1.65M	0.3%	72
2026 Q2	$3.1M	Sell	37,763 -185	-0.5%	-$15.2K	0.65%	31
2026 Q1	$3.13M	Sell	37,948 -586	-2%	-$48.5K	0.72%	20
2025 Q4	$3.19M	Sell	38,534 -57,376	-60%	-$4.76M	0.72%	28
2025 Q3	$7.96M	Sell	95,910 -390	-0.4%	-$32.3K	1.84%	8
2025 Q2	$7.98M	Buy	96,300 +75,696	+367%	+$6.25M	2.05%	7
2025 Q1	$1.7M	Sell	20,604 -5,111	-20%	-$420K	0.47%	33
2024 Q4	$2.11M	Sell	25,715 -523	-2%	-$43K	0.61%	36
2024 Q3	$2.18M	Sell	26,238 -8,325	-24%	-$687K	0.62%	27
2024 Q2	$2.82M	Sell	34,563 -10,542	-23%	-$858K	0.86%	18
2024 Q1	$3.69M	Sell	45,105 -10,212	-18%	-$836K	1.03%	11
2023 Q4	$4.54M	Sell	55,317 -3,391	-6%	-$276K	1.57%	7
2023 Q3	$4.75M	Sell	58,708 -650	-1%	-$52.6K	1.71%	8
2023 Q2	$4.81M	Sell	59,358 -274	-0.5%	-$22.4K	1.63%	9
2023 Q1	$4.9M	Buy	59,632 +24,388	+69%	+$1.99M	1.88%	7
2022 Q4	$2.86M	Buy	+35,244	New	+$2.86M	1.26%	7

Other funds holding SHY

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Park Edge Advisors's SHY Position: Q3 2026 in Review

Park Edge Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 53% in Q3 2026, selling an estimated $1.65M and leaving 17,566 shares worth $1.43M. The position accounts for 0.3% of the portfolio, ranked #72.

Park Edge Advisors first reported a position in SHY in Q4 2022 and has held it in 16 quarters since. The position peaked at $7.98M in Q2 2025. 1,105 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

Park Edge Advisors held 17,566 shares of iShares 1-3 Year Treasury Bond ETF worth $1.43M as of Q3 2026.
Park Edge Advisors sold 20,197 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $1.65M.
iShares 1-3 Year Treasury Bond ETF made up 0.3% of Park Edge Advisors's portfolio in Q3 2026, its #72 holding.
Park Edge Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and has held it in 16 quarters since.
Park Edge Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $7.98M in Q2 2025.
1,105 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Park Edge Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.