San Luis Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

San Luis Wealth Advisors’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	$737K	Sell	8,974 -920	-9%	-$75.6K	0.11%	119
2026 Q1	$817K	Sell	9,894 -2,371	-19%	-$196K	0.14%	99
2025 Q4	$1.02M	Sell	12,265 -198	-2%	-$16.4K	0.17%	85
2025 Q3	$1.03M	Buy	+12,463	New	+$1.03M	0.19%	73

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

San Luis Wealth Advisors's SHY Position: Q2 2026 in Review

San Luis Wealth Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 9.3% in Q2 2026, selling an estimated $75.6K and leaving 8,974 shares worth $737K. The position accounts for 0.11% of the portfolio, ranked #119.

San Luis Wealth Advisors first reported a position in SHY in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.03M in Q3 2025. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

San Luis Wealth Advisors held 8,974 shares of iShares 1-3 Year Treasury Bond ETF worth $737K as of Q2 2026.
San Luis Wealth Advisors sold 920 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $75.6K.
iShares 1-3 Year Treasury Bond ETF made up 0.11% of San Luis Wealth Advisors's portfolio in Q2 2026, its #119 holding.
San Luis Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
San Luis Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $1.03M in Q3 2025.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.