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

StrongBox Wealth’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	$15M	Buy	182,124 +3,805	+2%	+$313K	4.26%	2
2026 Q1	$14.7M	Buy	178,319 +13,862	+8%	+$1.15M	4.71%	2
2025 Q4	$13.6M	Buy	164,457 +4,672	+3%	+$387K	4.48%	2
2025 Q3	$13.3M	Buy	159,785 +17,930	+13%	+$1.48M	4.49%	2
2025 Q2	$11.8M	Buy	141,855 +9,217	+7%	+$761K	4.46%	2
2025 Q1	$11M	Buy	132,638 +2,497	+2%	+$205K	4.57%	2
2024 Q4	$10.7M	Buy	130,141 +11,159	+9%	+$917K	4.52%	2
2024 Q3	$9.89M	Buy	118,982 +26,434	+29%	+$2.18M	4.24%	2
2024 Q2	$7.56M	Buy	92,548 +3,817	+4%	+$311K	3.57%	7
2024 Q1	$7.26M	Buy	88,731 +24,064	+37%	+$1.97M	3.83%	4
2023 Q4	$5.31M	Buy	64,667 +7,682	+13%	+$624K	3.1%	8
2023 Q3	$4.61M	Buy	56,985 +2,726	+5%	+$221K	2.94%	8
2023 Q2	$4.4M	Sell	54,259 -883	-2%	-$72.2K	2.78%	7
2023 Q1	$4.53M	Buy	55,142 +4,980	+10%	+$406K	3.04%	8
2022 Q4	$4.07M	Buy	50,162 +5,768	+13%	+$468K	2.88%	9
2022 Q3	$3.6M	Buy	44,394 +1,405	+3%	+$116K	2.61%	12
2022 Q2	$3.56M	Buy	+42,989	New	+$3.57M	2.3%	14

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

StrongBox Wealth's SHY Position: Q2 2026 in Review

StrongBox Wealth increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 2.1% in Q2 2026, buying an estimated $313K and bringing the position to 182,124 shares worth $15M. The position accounts for 4.26% of the portfolio, ranked #2.

StrongBox Wealth first reported a position in SHY in Q2 2022 and has held it in 17 quarters since. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

StrongBox Wealth held 182,124 shares of iShares 1-3 Year Treasury Bond ETF worth $15M as of Q2 2026.
StrongBox Wealth bought 3,805 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $313K.
iShares 1-3 Year Treasury Bond ETF made up 4.26% of StrongBox Wealth's portfolio in Q2 2026, its #2 holding.
StrongBox Wealth first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2022 and has held it in 17 quarters since.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on StrongBox Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.