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Stanley-Laman Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Stanley-Laman Group’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 		$381K Sell
4,637
-140
-3% -$11.5K 0.04% 256
2026
Q1 		$394K Sell
4,777
-12
-0.3% -$993 0.05% 233
2025
Q4 		$397K Buy
4,789
+851
+22% +$70.5K 0.05% 239
2025
Q3 		$327K Sell
3,938
-242
-6% -$20K 0.05% 227
2025
Q2 		$346K Sell
4,180
-98
-2% -$8.09K 0.05% 218
2025
Q1 		$354K Buy
4,278
+26
+0.6% +$2.14K 0.05% 225
2024
Q4 		$349K Buy
4,252
+891
+27% +$73.2K 0.05% 232
2024
Q3 		$279K Sell
3,361
-7
-0.2% -$578 0.04% 244
2024
Q2 		$275K Buy
+3,368
New +$274K 0.04% 240
2020
Q4 		– Sell
-3,072
Closed -$266K – 256
2020
Q3 		$266K Sell
3,072
-8,126
-73% -$703K 0.06% 212
2020
Q2 		$970K Buy
11,198
+23
+0.2% +$1.99K 0.23% 121
2020
Q1 		$969K Sell
11,175
-1,891
-14% -$162K 0.29% 96
2019
Q4 		$1.11M Buy
13,066
+1,348
+12% +$114K 0.26% 118
2019
Q3 		$994K Buy
11,718
+277
+2% +$23.5K 0.25% 131
2019
Q2 		$970K Buy
11,441
+32
+0.3% +$2.69K 0.23% 141
2019
Q1 		$960K Buy
11,409
+890
+8% +$74.5K 0.23% 134
2018
Q4 		$880K Sell
10,519
-85
-0.8% -$7.06K 0.24% 125
2018
Q3 		$881K Buy
10,604
+54
+0.5% +$4.49K 0.22% 141
2018
Q2 		$880K Sell
10,550
-277
-3% -$23.1K 0.2% 150
2018
Q1 		$905K Sell
10,827
-33
-0.3% -$2.76K 0.21% 138
2017
Q4 		$911K Buy
10,860
+234
+2% +$19.7K 0.2% 141
2017
Q3 		$897K Sell
10,626
-260
-2% -$22K 0.24% 104
2017
Q2 		$920K Sell
10,886
-14,126
-56% -$1.19M 0.25% 89
2017
Q1 		$2.11M Sell
25,012
-12,882
-34% -$1.09M 0.57% 54
2016
Q4 		$3.2M Sell
37,894
-4,015
-10% -$340K 0.99% 12
2016
Q3 		$3.56M Sell
41,909
-2,582
-6% -$220K 1.46% 7
2016
Q2 		$3.8M Sell
44,491
-41,750
-48% -$3.55M 1.48% 9
2016
Q1 		$7.33M Buy
+86,241
New +$7.31M 1.38% 3

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stanley-Laman Group's SHY Position: Q2 2026 in Review

Stanley-Laman Group reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 2.9% in Q2 2026, selling an estimated $11.5K and leaving 4,637 shares worth $381K. The position accounts for 0.04% of the portfolio, ranked #256.

Stanley-Laman Group first reported a position in SHY in Q1 2016 and has held it in 28 quarters since. The position peaked at $7.33M in Q1 2016. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Stanley-Laman Group held 4,637 shares of iShares 1-3 Year Treasury Bond ETF worth $381K as of Q2 2026.
  • Stanley-Laman Group sold 140 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $11.5K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.04% of Stanley-Laman Group's portfolio in Q2 2026, its #256 holding.
  • Stanley-Laman Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2016 and has held it in 28 quarters since.
  • Stanley-Laman Group's iShares 1-3 Year Treasury Bond ETF position peaked at $7.33M in Q1 2016.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Stanley-Laman Group's 13F filing for Q2 2026, filed 5 Aug 2026.