Sanctuary Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Sanctuary 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	$6.78M	Sell	82,587 -7,866	-9%	-$647K	0.03%	511
2026 Q1	$7.47M	Sell	90,453 -9,104	-9%	-$754K	0.04%	452
2025 Q4	$8.25M	Sell	99,557 -4,492	-4%	-$372K	0.05%	408
2025 Q3	$8.63M	Sell	104,049 -22,729	-18%	-$1.88M	0.05%	376
2025 Q2	$10.5M	Buy	126,778 +37,827	+43%	+$3.12M	0.07%	303
2025 Q1	$7.36M	Buy	88,951 +1,888	+2%	+$155K	0.05%	371
2024 Q4	$7.16M	Buy	87,063 +766	+0.9%	+$63K	0.05%	401
2024 Q3	$7.08M	Buy	86,297 +8,621	+11%	+$711K	0.04%	403
2024 Q2	$6.31M	Buy	+77,676	New	+$6.32M	0.05%	393

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

Sanctuary Advisors's SHY Position: Q2 2026 in Review

Sanctuary Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 8.7% in Q2 2026, selling an estimated $647K and leaving 82,587 shares worth $6.78M. The position accounts for 0.03% of the portfolio, ranked #511.

Sanctuary Advisors first reported a position in SHY in Q2 2024 and has held it in 9 quarters since. The position peaked at $10.5M in Q2 2025. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Sanctuary Advisors held 82,587 shares of iShares 1-3 Year Treasury Bond ETF worth $6.78M as of Q2 2026.
Sanctuary Advisors sold 7,866 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $647K.
iShares 1-3 Year Treasury Bond ETF made up 0.03% of Sanctuary Advisors's portfolio in Q2 2026, its #511 holding.
Sanctuary Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $10.5M in Q2 2025.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.