Private Client Services’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Private Client Services’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	$673K	Sell	8,198 -1,260	-13%	-$104K	0.18%	108
2026 Q1	$781K	Sell	9,458 -47,668	-83%	-$3.95M	0.23%	79
2025 Q4	$4.73M	Buy	57,126 +54,313	+1,931%	+$4.5M	1.48%	15
2025 Q3	$233K	Sell	2,813 -3,656	-57%	-$302K	0.08%	177
2025 Q2	$536K	Buy	+6,469	New	+$534K	0.21%	98

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

Private Client Services's SHY Position: Q2 2026 in Review

Private Client Services reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 13% in Q2 2026, selling an estimated $104K and leaving 8,198 shares worth $673K. The position accounts for 0.18% of the portfolio, ranked #108.

Private Client Services first reported a position in SHY in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.73M in Q4 2025. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Private Client Services held 8,198 shares of iShares 1-3 Year Treasury Bond ETF worth $673K as of Q2 2026.
Private Client Services sold 1,260 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $104K.
iShares 1-3 Year Treasury Bond ETF made up 0.18% of Private Client Services's portfolio in Q2 2026, its #108 holding.
Private Client Services first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
Private Client Services's iShares 1-3 Year Treasury Bond ETF position peaked at $4.73M in Q4 2025.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.