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 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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

MSWM

Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

Park Edge Advisors's SHY Position: Q2 2026 in Review

Park Edge Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.49% in Q2 2026, selling an estimated $15.2K and leaving 37,763 shares worth $3.1M. The position accounts for 0.65% of the portfolio, ranked #31.

Park Edge Advisors first reported a position in SHY in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.98M in Q2 2025. 227 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Park Edge Advisors held 37,763 shares of iShares 1-3 Year Treasury Bond ETF worth $3.1M as of Q2 2026.
Park Edge Advisors sold 185 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $15.2K.
iShares 1-3 Year Treasury Bond ETF made up 0.65% of Park Edge Advisors's portfolio in Q2 2026, its #31 holding.
Park Edge Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
Park Edge Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $7.98M in Q2 2025.
227 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Park Edge Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.