Portside Wealth Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Portside Wealth Group’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	$424K	Buy	5,166 +2,018	+64%	+$166K	0.05%	334
2026 Q1	$260K	Buy	+3,148	New	+$261K	0.04%	394
2025 Q3	–	Sell	-19,423	Closed	-$1.61M	–	501
2025 Q2	$1.61M	Buy	19,423 +14,418	+288%	+$1.19M	0.24%	97
2025 Q1	$414K	Sell	5,005 -2,141	-30%	-$176K	0.07%	256
2024 Q4	$586K	Buy	+7,146	New	+$587K	0.1%	207
2024 Q3	–	Sell	-21,902	Closed	-$1.79M	–	410
2024 Q2	$1.79M	Sell	21,902 -24,526	-53%	-$2M	0.34%	77
2024 Q1	$3.8M	Buy	46,428 +14,021	+43%	+$1.15M	0.7%	32
2023 Q4	$2.66M	Sell	32,407 -44,382	-58%	-$3.61M	0.5%	56
2023 Q3	$6.22M	Buy	+76,789	New	+$6.22M	1.17%	17

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

Portside Wealth Group's SHY Position: Q2 2026 in Review

Portside Wealth Group increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 64% in Q2 2026, buying an estimated $166K and bringing the position to 5,166 shares worth $424K. The position accounts for 0.05% of the portfolio, ranked #334.

Portside Wealth Group first reported a position in SHY in Q3 2023 and has held it in 9 quarters since. The position peaked at $6.22M in Q3 2023. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Portside Wealth Group held 5,166 shares of iShares 1-3 Year Treasury Bond ETF worth $424K as of Q2 2026.
Portside Wealth Group bought 2,018 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $166K.
iShares 1-3 Year Treasury Bond ETF made up 0.05% of Portside Wealth Group's portfolio in Q2 2026, its #334 holding.
Portside Wealth Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2023 and has held it in 9 quarters since.
Portside Wealth Group's iShares 1-3 Year Treasury Bond ETF position peaked at $6.22M in Q3 2023.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.