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Salem Investment Counselors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Salem Investment Counselors’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 		$17.9K Hold
218
– – ﹤0.01% 792
2026
Q1 		$18K Buy
+218
New +$18K ﹤0.01% 777
2025
Q4 		– Sell
-218
Closed -$18.1K – 1004
2025
Q3 		$18.1K Hold
218
– – ﹤0.01% 764
2025
Q2 		$18.1K Hold
218
– – ﹤0.01% 741
2025
Q1 		$18K Hold
218
– – ﹤0.01% 730
2024
Q4 		$17.9K Sell
218
-175
-45% -$14.4K ﹤0.01% 741
2024
Q3 		$32.7K Sell
393
-192
-33% -$15.8K ﹤0.01% 668
2024
Q2 		$47.8K Sell
585
-83
-12% -$6.75K ﹤0.01% 564
2024
Q1 		$54.6K Sell
668
-100
-13% -$8.18K ﹤0.01% 537
2023
Q4 		$63K Buy
768
+339
+79% +$27.6K ﹤0.01% 506
2023
Q3 		$34.7K Sell
429
-16
-4% -$1.3K ﹤0.01% 586
2023
Q2 		$36.1K Buy
445
+192
+76% +$15.7K ﹤0.01% 579
2023
Q1 		$20.8K Buy
253
+218
+623% +$17.8K ﹤0.01% 682
2022
Q4 		$2.84K Sell
35
-390
-92% -$31.6K ﹤0.01% 926
2022
Q3 		$35K Buy
425
+323
+317% +$26.6K ﹤0.01% 536
2022
Q2 		$8K Buy
+102
New +$8.46K ﹤0.01% 822
2021
Q3 		– Sell
-454
Closed -$39K – 1014
2021
Q2 		$39K Sell
454
-1,865
-80% -$161K ﹤0.01% 524
2021
Q1 		$200K Buy
2,319
+1,865
+411% +$161K 0.01% 282
2020
Q4 		$39K Hold
454
– – ﹤0.01% 485
2020
Q3 		$39K Hold
454
– – ﹤0.01% 401
2020
Q2 		$39K Hold
454
– – ﹤0.01% 396
2020
Q1 		$39K Hold
454
– – ﹤0.01% 370
2019
Q4 		$38K Hold
454
– – ﹤0.01% 415
2019
Q3 		$39K Hold
454
– – ﹤0.01% 397
2019
Q2 		$38K Buy
+454
New +$38.2K ﹤0.01% 406

Other funds holding SHY

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Salem Investment Counselors's SHY Position: Q2 2026 in Review

Salem Investment Counselors held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 218 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #792.

Salem Investment Counselors first reported a position in SHY in Q2 2019 and has held it in 25 quarters since. The position peaked at $200K in Q1 2021. 625 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Salem Investment Counselors held 218 shares of iShares 1-3 Year Treasury Bond ETF worth $17.9K as of Q2 2026.
  • Salem Investment Counselors 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 Salem Investment Counselors's portfolio in Q2 2026, its #792 holding.
  • Salem Investment Counselors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2019 and has held it in 25 quarters since.
  • Salem Investment Counselors's iShares 1-3 Year Treasury Bond ETF position peaked at $200K in Q1 2021.
  • 625 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.