Sound Income Strategies’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-1,341
Closed -$110K 2074
2026
Q1
$110K Buy
1,341
+6
+0.4% +$497 0.01% 564
2025
Q4
$111K Buy
1,335
+934
+233% +$77.4K 0.01% 558
2025
Q3
$33.2K Sell
401
-12
-3% -$993 ﹤0.01% 673
2025
Q2
$34.2K Sell
413
-47
-10% -$3.88K ﹤0.01% 617
2025
Q1
$38K Sell
460
-61
-12% -$5.02K ﹤0.01% 564
2024
Q4
$42.8K Sell
521
-84
-14% -$6.91K ﹤0.01% 503
2024
Q3
$50.3K Buy
605
+41
+7% +$3.38K ﹤0.01% 445
2024
Q2
$46.1K Buy
564
+106
+23% +$8.62K ﹤0.01% 455
2024
Q1
$37.5K Sell
458
-655
-59% -$53.6K ﹤0.01% 470
2023
Q4
$91.3K Buy
1,113
+395
+55% +$32.1K 0.01% 297
2023
Q3
$58.2K Buy
718
+560
+354% +$45.3K ﹤0.01% 291
2023
Q2
$12.8K Sell
158
-18
-10% -$1.47K ﹤0.01% 522
2023
Q1
$14.5K Buy
176
+5
+3% +$408 ﹤0.01% 471
2022
Q4
$13.9K Sell
171
-21
-11% -$1.7K ﹤0.01% 454
2022
Q3
$16K Sell
192
-100
-34% -$8.23K ﹤0.01% 394
2022
Q2
$24K Hold
292
﹤0.01% 327
2022
Q1
$24K Sell
292
-41
-12% -$3.46K ﹤0.01% 330
2021
Q4
$28K Buy
333
+109
+49% +$9.35K ﹤0.01% 314
2021
Q3
$19K Sell
224
-213
-49% -$18.4K ﹤0.01% 356
2021
Q2
$38K Buy
437
+13
+3% +$1.12K 0.01% 260
2021
Q1
$36.6K Buy
424
+19
+5% +$1.64K 0.01% 261
2020
Q4
$35K Hold
405
0.01% 246
2020
Q3
$35K Buy
405
+75
+23% +$6.49K 0.01% 214
2020
Q2
$29K Hold
330
0.01% 220
2020
Q1
$29K Buy
330
+100
+43% +$8.54K 0.01% 193
2019
Q4
$19K Hold
230
0.01% 239
2019
Q3
$20K Hold
230
0.01% 214
2019
Q2
$19K Sell
230
-20
-8% -$1.68K 0.01% 236
2019
Q1
$21K Sell
250
-47
-16% -$3.94K 0.01% 225
2018
Q4
$25K Buy
297
+47
+19% +$3.91K 0.01% 201
2018
Q3
$21K Hold
250
0.01% 238
2018
Q2
$21K Hold
250
0.01% 212
2018
Q1
$21K Sell
250
-14
-5% -$1.17K 0.01% 194
2017
Q4
$22K Buy
+264
New +$22.2K 0.01% 133

Other funds holding SHY

Sound Income Strategies's SHY Position: Q2 2026 in Review

Sound Income Strategies sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026, closing a stake of 1,341 shares — an estimated $110K sold.

Sound Income Strategies first reported a position in SHY in Q4 2017 and held it in 34 quarters. The position peaked at $111K in Q4 2025. 920 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Sound Income Strategies reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 1,341 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $110K.
  • Sound Income Strategies first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2017 and held it in 34 quarters.
  • Sound Income Strategies's iShares 1-3 Year Treasury Bond ETF position peaked at $111K in Q4 2025.
  • 920 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.