Principia Wealth Advisory’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Principia Wealth Advisory’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	$193K	Buy	2,347 +2,177	+1,281%	+$179K	0.1%	75
2026 Q1	$14K	Sell	170 -6,968	-98%	-$577K	0.01%	185
2025 Q4	$591K	Sell	7,138 -11,864	-62%	-$983K	0.37%	43
2025 Q3	$1.58M	Sell	19,002 -15,671	-45%	-$1.3M	1.09%	24
2025 Q2	$2.87M	Sell	34,673 -12,555	-27%	-$1.04M	2.43%	13
2025 Q1	$3.9M	Buy	47,228 +11,523	+32%	+$948K	3.74%	9
2024 Q4	$2.93M	Buy	+35,705	New	+$2.94M	2.75%	13

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

Principia Wealth Advisory's SHY Position: Q2 2026 in Review

Principia Wealth Advisory increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1,281% in Q2 2026, buying an estimated $179K and bringing the position to 2,347 shares worth $193K. The position accounts for 0.1% of the portfolio, ranked #75.

Principia Wealth Advisory first reported a position in SHY in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.9M in Q1 2025. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Principia Wealth Advisory held 2,347 shares of iShares 1-3 Year Treasury Bond ETF worth $193K as of Q2 2026.
Principia Wealth Advisory bought 2,177 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $179K.
iShares 1-3 Year Treasury Bond ETF made up 0.1% of Principia Wealth Advisory's portfolio in Q2 2026, its #75 holding.
Principia Wealth Advisory first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Principia Wealth Advisory's iShares 1-3 Year Treasury Bond ETF position peaked at $3.9M in Q1 2025.
1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.