Q1WB
SHY icon

Quest 10 Wealth Builders’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Quest 10 Wealth Builders’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 		$246 Hold
3
– – ﹤0.01% 752
2026
Q1 		$248 Hold
3
– – ﹤0.01% 738
2025
Q4 		$248 Sell
3
-2
-40% -$166 ﹤0.01% 745
2025
Q3 		$415 Hold
5
– – ﹤0.01% 787
2025
Q2 		$414 Hold
5
– – ﹤0.01% 691
2025
Q1 		$414 Hold
5
– – ﹤0.01% 668
2024
Q4 		$410 Buy
+5
New +$411 ﹤0.01% 679

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Quest 10 Wealth Builders's SHY Position: Q2 2026 in Review

Quest 10 Wealth Builders held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 3 shares worth $246. The position accounts for ﹤0.01% of the portfolio, ranked #752.

Quest 10 Wealth Builders first reported a position in SHY in Q4 2024 and has held it in 7 quarters since. The position peaked at $415 in Q3 2025. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Quest 10 Wealth Builders held 3 shares of iShares 1-3 Year Treasury Bond ETF worth $246 as of Q2 2026.
  • Quest 10 Wealth Builders left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #752 holding.
  • Quest 10 Wealth Builders first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Quest 10 Wealth Builders's iShares 1-3 Year Treasury Bond ETF position peaked at $415 in Q3 2025.
  • 1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.