Savant Capital’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Savant Capital’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	$750K	Buy	9,140 +1,746	+24%	+$144K	﹤0.01%	1013
2026 Q1	$611K	Sell	7,394 -1,500	-17%	-$124K	﹤0.01%	812
2025 Q4	$737K	Buy	8,894 +1,386	+18%	+$115K	﹤0.01%	682
2025 Q3	$623K	Buy	7,508 +1,990	+36%	+$165K	﹤0.01%	720
2025 Q2	$457K	Sell	5,518 -2,311	-30%	-$191K	﹤0.01%	775
2025 Q1	$648K	Buy	7,829 +51	+0.7%	+$4.19K	0.01%	605
2024 Q4	$638K	Sell	7,778 -4,639	-37%	-$381K	0.01%	803
2024 Q3	$1.03M	Buy	12,417 +5,131	+70%	+$423K	0.01%	632
2024 Q2	$595K	Buy	7,286 +2,686	+58%	+$219K	0.01%	734
2024 Q1	$376K	Sell	4,600 -1,015	-18%	-$83.1K	﹤0.01%	816
2023 Q4	$461K	Buy	5,615 +433	+8%	+$35.2K	0.01%	584
2023 Q3	$420K	Sell	5,182 -757	-13%	-$61.3K	0.01%	565
2023 Q2	$482K	Buy	5,939 +675	+13%	+$55.2K	0.01%	517
2023 Q1	$432K	Buy	+5,264	New	+$429K	0.01%	495

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

Savant Capital's SHY Position: Q2 2026 in Review

Savant Capital increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 24% in Q2 2026, buying an estimated $144K and bringing the position to 9,140 shares worth $750K. The position accounts for ﹤0.01% of the portfolio, ranked #1013.

Savant Capital first reported a position in SHY in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.03M in Q3 2024. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Savant Capital held 9,140 shares of iShares 1-3 Year Treasury Bond ETF worth $750K as of Q2 2026.
Savant Capital bought 1,746 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $144K.
iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1013 holding.
Savant Capital first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
Savant Capital's iShares 1-3 Year Treasury Bond ETF position peaked at $1.03M in Q3 2024.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.