Prepared Retirement Institute’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Prepared Retirement Institute’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	$4.37M	Sell	53,235 -61	-0.1%	-$5.02K	1.86%	14
2026 Q1	$4.4M	Sell	53,296 -918	-2%	-$76K	2.18%	14
2025 Q4	$4.49M	Sell	54,214 -1,376	-2%	-$114K	2.26%	14
2025 Q3	$4.61M	Buy	55,590 +2,114	+4%	+$175K	2.4%	14
2025 Q2	$4.43M	Buy	53,476 +779	+1%	+$64.3K	2.61%	14
2025 Q1	$4.36M	Sell	52,697 -9,181	-15%	-$755K	2.78%	13
2024 Q4	$5.07M	Buy	61,878 +2,949	+5%	+$242K	2.9%	12
2024 Q3	$4.9M	Sell	58,929 -634	-1%	-$52.3K	2.97%	9
2024 Q2	$4.86M	Sell	59,563 -1,644	-3%	-$134K	3.22%	9
2024 Q1	$5.01M	Buy	61,207 +4,408	+8%	+$361K	3.74%	9
2023 Q4	$4.66M	Buy	+56,799	New	+$4.62M	3.49%	9

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

Prepared Retirement Institute's SHY Position: Q2 2026 in Review

Prepared Retirement Institute reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.11% in Q2 2026, selling an estimated $5.02K and leaving 53,235 shares worth $4.37M. The position accounts for 1.86% of the portfolio, ranked #14.

Prepared Retirement Institute first reported a position in SHY in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.07M in Q4 2024. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Prepared Retirement Institute held 53,235 shares of iShares 1-3 Year Treasury Bond ETF worth $4.37M as of Q2 2026.
Prepared Retirement Institute sold 61 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $5.02K.
iShares 1-3 Year Treasury Bond ETF made up 1.86% of Prepared Retirement Institute's portfolio in Q2 2026, its #14 holding.
Prepared Retirement Institute first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
Prepared Retirement Institute's iShares 1-3 Year Treasury Bond ETF position peaked at $5.07M in Q4 2024.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Prepared Retirement Institute's 13F filing for Q2 2026, filed 10 Aug 2026.