Severin Investments’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Severin Investments’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	$1.76M	Buy	21,398 +1,542	+8%	+$127K	1.32%	10
2026 Q1	$1.64M	Buy	19,856 +9,565	+93%	+$792K	1.41%	9
2025 Q4	$852K	Buy	10,291 +518	+5%	+$42.9K	0.75%	37
2025 Q3	$811K	Sell	9,773 -251	-3%	-$20.8K	0.72%	40
2025 Q2	$831K	Buy	10,024 +573	+6%	+$47.3K	0.78%	32
2025 Q1	$782K	Buy	+9,451	New	+$777K	0.78%	25

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

Severin Investments's SHY Position: Q2 2026 in Review

Severin Investments increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 7.8% in Q2 2026, buying an estimated $127K and bringing the position to 21,398 shares worth $1.76M. The position accounts for 1.32% of the portfolio, ranked #10.

Severin Investments first reported a position in SHY in Q1 2025 and has held it in 6 quarters since. 1,203 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Severin Investments held 21,398 shares of iShares 1-3 Year Treasury Bond ETF worth $1.76M as of Q2 2026.
Severin Investments bought 1,542 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $127K.
iShares 1-3 Year Treasury Bond ETF made up 1.32% of Severin Investments's portfolio in Q2 2026, its #10 holding.
Severin Investments first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
1,203 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Severin Investments's 13F filing for Q2 2026, filed 14 Aug 2026.