Plante Moran Financial Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Plante Moran Financial 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	–	Sell	-26	Closed	-$2.15K	–	1639
2026 Q1	$2.15K	Buy	+26	New	+$2.15K	﹤0.01%	633
2024 Q4	–	Sell	-181	Closed	-$15.1K	–	977
2024 Q3	$15.1K	Buy	+181	New	+$14.9K	﹤0.01%	562
2024 Q2	–	Sell	-1,100	Closed	-$90K	–	870
2024 Q1	$90K	Buy	1,100 +249	+29%	+$20.4K	0.01%	262
2023 Q4	$69.8K	Buy	+851	New	+$69.2K	0.01%	283
2023 Q1	–	Sell	-165	Closed	-$13.4K	–	893
2022 Q4	$13.4K	Buy	+165	New	+$13.4K	﹤0.01%	534
2020 Q2	–	Sell	-80	Closed	-$7K	–	835
2020 Q1	$7K	Buy	+80	New	+$6.83K	﹤0.01%	540
2019 Q4	–	Sell	-2,040	Closed	-$173K	–	883
2019 Q3	$173K	Buy	+2,040	New	+$173K	0.05%	176
2019 Q1	–	Sell	-539	Closed	-$45K	–	918
2018 Q4	$45K	Buy	+539	New	+$44.8K	0.02%	311
2017 Q1	–	Sell	-17	Closed	-$1K	–	1009
2016 Q4	$1K	Buy	+17	New	+$1.44K	﹤0.01%	930
2016 Q1	–	Sell	-930	Closed	-$78K	–	1003
2015 Q4	$78K	Buy	+930	New	+$78.8K	0.06%	220

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

Plante Moran Financial Advisors's SHY Position: Q2 2026 in Review

Plante Moran Financial Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026, closing a stake of 26 shares — an estimated $2.15K sold.

Plante Moran Financial Advisors first reported a position in SHY in Q4 2015 and held it in 10 quarters. The position peaked at $173K in Q3 2019. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Plante Moran Financial Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Plante Moran Financial Advisors sold 26 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.15K.
Plante Moran Financial Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2015 and held it in 10 quarters.
Plante Moran Financial Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $173K in Q3 2019.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.