Strategic Investment Solutions’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Strategic Investment Solutions’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	$4.36K	Hold	53	–	–	﹤0.01%	519
2026 Q1	$4.35K	Buy	53 +1	+2%	+$83	﹤0.01%	499
2025 Q4	$4.34K	Hold	52	–	–	﹤0.01%	489
2025 Q3	$4.29K	Buy	52 +1	+2%	+$83	﹤0.01%	459
2025 Q2	$4.25K	Hold	51	–	–	﹤0.01%	447
2025 Q1	$4.2K	Buy	51 +1	+2%	+$82	﹤0.01%	457
2024 Q4	$4.13K	Hold	50	–	–	﹤0.01%	475
2024 Q3	$4.14K	Buy	50 +4	+9%	+$330	﹤0.01%	447
2024 Q2	$4K	Buy	+46	New	+$3.74K	﹤0.01%	439
2023 Q4	$3.98K	Sell	48 -2,976	-98%	-$242K	﹤0.01%	891
2023 Q3	$244K	Buy	3,024 +2,977	+6,334%	+$241K	﹤0.01%	478
2023 Q2	$3.87K	Hold	47	–	–	﹤0.01%	685
2023 Q1	$3.88K	Buy	+47	New	+$3.83K	﹤0.01%	793

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

Strategic Investment Solutions's SHY Position: Q2 2026 in Review

Strategic Investment Solutions held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 53 shares worth $4.36K. The position accounts for ﹤0.01% of the portfolio, ranked #519.

Strategic Investment Solutions first reported a position in SHY in Q1 2023 and has held it in 13 quarters since. The position peaked at $244K in Q3 2023. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Strategic Investment Solutions held 53 shares of iShares 1-3 Year Treasury Bond ETF worth $4.36K as of Q2 2026.
Strategic Investment Solutions left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of Strategic Investment Solutions's portfolio in Q2 2026, its #519 holding.
Strategic Investment Solutions first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2023 and has held it in 13 quarters since.
Strategic Investment Solutions's iShares 1-3 Year Treasury Bond ETF position peaked at $244K in Q3 2023.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.