Summit Financial’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Summit Financial’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 Q1	$743K	Sell	8,998 -21	-0.2%	-$1.74K	0.01%	880
2025 Q4	$747K	Buy	9,019 +1,937	+27%	+$161K	0.01%	762
2025 Q3	$588K	Buy	7,082 +1,229	+21%	+$102K	0.01%	841
2025 Q2	$485K	Sell	5,853 -28	-0.5%	-$2.31K	0.01%	578
2025 Q1	$487K	Buy	5,881 +1,938	+49%	+$159K	0.01%	520
2024 Q4	$323K	Sell	3,943 -2,147	-35%	-$176K	0.01%	521
2024 Q3	$506K	Sell	6,090 -1,469	-19%	-$121K	0.02%	370
2024 Q2	$617K	Buy	7,559 +1,767	+31%	+$144K	0.03%	294
2024 Q1	$474K	Buy	5,792 +3,003	+108%	+$246K	0.03%	266
2023 Q4	$229K	Sell	2,789 -21,637	-89%	-$1.76M	0.02%	331
2023 Q3	$1.98M	Buy	24,426 +3,658	+18%	+$296K	0.15%	89
2023 Q2	$1.68M	Buy	20,768 +7,976	+62%	+$652K	0.12%	103
2023 Q1	$1.05M	Buy	+12,792	New	+$1.04M	0.09%	114

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Summit Financial's SHY Position: Q1 2026 in Review

Summit Financial reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.23% in Q1 2026, selling an estimated $1.74K and leaving 8,998 shares worth $743K. The position accounts for 0.01% of the portfolio, ranked #880.

Summit Financial first reported a position in SHY in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.98M in Q3 2023. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Summit Financial held 8,998 shares of iShares 1-3 Year Treasury Bond ETF worth $743K as of Q1 2026.
Summit Financial sold 21 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.74K.
iShares 1-3 Year Treasury Bond ETF made up 0.01% of Summit Financial's portfolio in Q1 2026, its #880 holding.
Summit Financial first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2023 and has held it in 13 quarters since.
Summit Financial's iShares 1-3 Year Treasury Bond ETF position peaked at $1.98M in Q3 2023.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.