Presilium Private Wealth’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Presilium Private Wealth’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	$1.05M	Sell	12,784 -7	-0.1%	-$576	0.16%	38
2026 Q1	$1.06M	Sell	12,791 -955	-7%	-$79.1K	0.19%	27
2025 Q4	$1.14M	Sell	13,746 -19,151	-58%	-$1.59M	0.21%	28
2025 Q3	$2.73M	Sell	32,897 -3,807	-10%	-$315K	0.52%	18
2025 Q2	$3.04M	Sell	36,704 -2,248	-6%	-$186K	0.62%	18
2025 Q1	$3.22M	Sell	38,952 -1,180	-3%	-$97K	0.72%	18
2024 Q4	$3.29M	Sell	40,132 -240	-0.6%	-$19.7K	0.76%	23
2024 Q3	$3.36M	Sell	40,372 -706	-2%	-$58.2K	0.77%	23
2024 Q2	$3.35M	Sell	41,078 -634	-2%	-$51.6K	0.85%	22
2024 Q1	$3.41M	Sell	41,712 -611	-1%	-$50K	0.9%	22
2023 Q4	$3.47M	Buy	+42,323	New	+$3.44M	0.99%	22

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

Presilium Private Wealth's SHY Position: Q2 2026 in Review

Presilium Private Wealth reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.05% in Q2 2026, selling an estimated $576 and leaving 12,784 shares worth $1.05M. The position accounts for 0.16% of the portfolio, ranked #38.

Presilium Private Wealth first reported a position in SHY in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.47M in Q4 2023. 1,203 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Presilium Private Wealth held 12,784 shares of iShares 1-3 Year Treasury Bond ETF worth $1.05M as of Q2 2026.
Presilium Private Wealth sold 7 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $576.
iShares 1-3 Year Treasury Bond ETF made up 0.16% of Presilium Private Wealth's portfolio in Q2 2026, its #38 holding.
Presilium Private Wealth first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
Presilium Private Wealth's iShares 1-3 Year Treasury Bond ETF position peaked at $3.47M in Q4 2023.
1,203 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Presilium Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.