Stonebridge Financial Group (Pennsylvania)’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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	$1.66M	Sell	20,245 -1,245	-6%	-$102K	0.13%	112
2026 Q1	$1.77M	Sell	21,490 -34,248	-61%	-$2.84M	0.15%	107
2025 Q4	$4.62M	Buy	55,738 +10,729	+24%	+$889K	0.39%	69
2025 Q3	$3.73M	Buy	45,009 +6,642	+17%	+$549K	0.33%	82
2025 Q2	$3.18M	Buy	38,367 +5,178	+16%	+$427K	0.31%	85
2025 Q1	$2.75M	Buy	33,189 +8,894	+37%	+$731K	0.29%	80
2024 Q4	$1.99M	Buy	+24,295	New	+$2M	0.22%	88

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s SHY Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 5.8% in Q2 2026, selling an estimated $102K and leaving 20,245 shares worth $1.66M. The position accounts for 0.13% of the portfolio, ranked #112.

Stonebridge Financial Group (Pennsylvania) first reported a position in SHY in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.62M in Q4 2025. 1,053 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Stonebridge Financial Group (Pennsylvania) held 20,245 shares of iShares 1-3 Year Treasury Bond ETF worth $1.66M as of Q2 2026.
Stonebridge Financial Group (Pennsylvania) sold 1,245 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $102K.
iShares 1-3 Year Treasury Bond ETF made up 0.13% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #112 holding.
Stonebridge Financial Group (Pennsylvania) first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Stonebridge Financial Group (Pennsylvania)'s iShares 1-3 Year Treasury Bond ETF position peaked at $4.62M in Q4 2025.
1,053 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.