Smartleaf Asset Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Smartleaf Asset Management’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	$3.04M	Hold	36,999	–	–	0.1%	182
2026 Q1	$3.05M	Buy	36,999 +9,201	+33%	+$762K	0.11%	163
2025 Q4	$2.3M	Buy	27,798 +1,273	+5%	+$106K	0.09%	203
2025 Q3	$2.2M	Sell	26,525 -28	-0.1%	-$2.32K	0.14%	160
2025 Q2	$2.2M	Buy	26,553 +10,843	+69%	+$895K	0.19%	102
2025 Q1	$1.3M	Buy	15,710 +1,919	+14%	+$158K	0.13%	181
2024 Q4	$1.13M	Sell	13,791 -8,040	-37%	-$661K	0.12%	187
2024 Q3	$1.82M	Sell	21,831 -1,174	-5%	-$96.9K	0.22%	105
2024 Q2	$1.88M	Sell	23,005 -1,153	-5%	-$93.8K	0.31%	73
2024 Q1	$1.98M	Sell	24,158 -9,343	-28%	-$765K	0.38%	62
2023 Q4	$2.75M	Buy	+33,501	New	+$2.72M	0.74%	31

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

Smartleaf Asset Management's SHY Position: Q2 2026 in Review

Smartleaf Asset Management held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 36,999 shares worth $3.04M. The position accounts for 0.1% of the portfolio, ranked #182.

Smartleaf Asset Management first reported a position in SHY in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.05M in Q1 2026. 1,214 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Smartleaf Asset Management held 36,999 shares of iShares 1-3 Year Treasury Bond ETF worth $3.04M as of Q2 2026.
Smartleaf Asset Management left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.1% of Smartleaf Asset Management's portfolio in Q2 2026, its #182 holding.
Smartleaf Asset Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
Smartleaf Asset Management's iShares 1-3 Year Treasury Bond ETF position peaked at $3.05M in Q1 2026.
1,214 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.