Synergy Asset Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Synergy Asset Management’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	$430K	Buy	5,234 +1,094	+26%	+$90K	0.04%	177
2026 Q1	$342K	Sell	4,140 -631	-13%	-$52.2K	0.04%	194
2025 Q4	$395K	Sell	4,771 -24,450	-84%	-$2.03M	0.04%	144
2025 Q3	$2.42M	Buy	29,221 +17,660	+153%	+$1.46M	0.09%	123
2025 Q2	$958K	Buy	11,561 +113	+1%	+$9.33K	0.11%	95
2025 Q1	$947K	Buy	11,448 +6,638	+138%	+$546K	0.12%	91
2024 Q4	$394K	Buy	+4,810	New	+$395K	0.03%	163

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

Synergy Asset Management's SHY Position: Q2 2026 in Review

Synergy Asset Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 26% in Q2 2026, buying an estimated $90K and bringing the position to 5,234 shares worth $430K. The position accounts for 0.04% of the portfolio, ranked #177.

Synergy Asset Management first reported a position in SHY in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.42M in Q3 2025. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Synergy Asset Management held 5,234 shares of iShares 1-3 Year Treasury Bond ETF worth $430K as of Q2 2026.
Synergy Asset Management bought 1,094 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $90K.
iShares 1-3 Year Treasury Bond ETF made up 0.04% of Synergy Asset Management's portfolio in Q2 2026, its #177 holding.
Synergy Asset Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Synergy Asset Management's iShares 1-3 Year Treasury Bond ETF position peaked at $2.42M in Q3 2025.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.