Syntax Research’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Syntax Research’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	$12.6M	Buy	153,197 +74,149	+94%	+$6.1M	9.19%	3
2026 Q1	$6.53M	Buy	79,048 +33	+0%	+$2.73K	4.15%	5
2025 Q4	$6.54M	Sell	79,015 -5,823	-7%	-$483K	4.04%	5
2025 Q3	$7.04M	Buy	84,838 +2,322	+3%	+$192K	4.52%	5
2025 Q2	$6.84M	Sell	82,516 -6,822	-8%	-$563K	4.86%	4
2025 Q1	$7.39M	Buy	89,338 +8,140	+10%	+$669K	5.1%	2
2024 Q4	$6.66M	Sell	81,198 -3,124	-4%	-$257K	4.77%	4
2024 Q3	$7.01M	Sell	84,322 -67,086	-44%	-$5.53M	4.74%	3
2024 Q2	$12.4M	Buy	151,408 +19,443	+15%	+$1.58M	9.78%	1
2024 Q1	$10.8M	Sell	131,965 -2,036	-2%	-$167K	8.24%	1
2023 Q4	$11M	Sell	134,001 -5,910	-4%	-$480K	9.2%	1
2023 Q3	$11.3M	Buy	+139,911	New	+$11.3M	9.17%	2

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

Syntax Research's SHY Position: Q2 2026 in Review

Syntax Research increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 94% in Q2 2026, buying an estimated $6.1M and bringing the position to 153,197 shares worth $12.6M. The position accounts for 9.19% of the portfolio, ranked #3.

Syntax Research first reported a position in SHY in Q3 2023 and has held it in 12 quarters since. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Syntax Research held 153,197 shares of iShares 1-3 Year Treasury Bond ETF worth $12.6M as of Q2 2026.
Syntax Research bought 74,149 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $6.1M.
iShares 1-3 Year Treasury Bond ETF made up 9.19% of Syntax Research's portfolio in Q2 2026, its #3 holding.
Syntax Research first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Syntax Research's 13F filing for Q2 2026, filed 31 Jul 2026.