SpringVest Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

SpringVest Wealth 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	$2.72M	Sell	33,069 -2,960	-8%	-$243K	1.71%	14
2026 Q1	$2.97M	Buy	36,029 +1,090	+3%	+$90.2K	2.03%	11
2025 Q4	$2.89M	Buy	34,939 +16,273	+87%	+$1.35M	2.02%	12
2025 Q3	$1.55M	Sell	18,666 -7,786	-29%	-$644K	1.14%	18
2025 Q2	$2.19M	Buy	26,452 +6,278	+31%	+$518K	1.77%	14
2025 Q1	$1.67M	Buy	20,174 +750	+4%	+$61.7K	1.38%	15
2024 Q4	$1.59M	Buy	+19,424	New	+$1.6M	1.36%	15

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

SpringVest Wealth Management's SHY Position: Q2 2026 in Review

SpringVest Wealth Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 8.2% in Q2 2026, selling an estimated $243K and leaving 33,069 shares worth $2.72M. The position accounts for 1.71% of the portfolio, ranked #14.

SpringVest Wealth Management first reported a position in SHY in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.97M in Q1 2026. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

SpringVest Wealth Management held 33,069 shares of iShares 1-3 Year Treasury Bond ETF worth $2.72M as of Q2 2026.
SpringVest Wealth Management sold 2,960 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $243K.
iShares 1-3 Year Treasury Bond ETF made up 1.71% of SpringVest Wealth Management's portfolio in Q2 2026, its #14 holding.
SpringVest Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
SpringVest Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $2.97M in Q1 2026.
1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on SpringVest Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.