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

Trajan 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	$270K	Sell	3,283 -188	-5%	-$15.5K	0.01%	127
2026 Q1	$287K	Buy	3,471 +8	+0.2%	+$662	0.01%	131
2025 Q4	$287K	Sell	3,463 -235	-6%	-$19.5K	0.01%	130
2025 Q3	$307K	Sell	3,698 -1,289	-26%	-$107K	0.01%	131
2025 Q2	$413K	Buy	4,987 +515	+12%	+$42.5K	0.02%	116
2025 Q1	$370K	Sell	4,472 -114,324	-96%	-$9.4M	0.02%	122
2024 Q4	$9.74M	Sell	118,796 -783	-0.7%	-$64.4K	0.54%	49
2024 Q3	$9.94M	Buy	119,579 +6,671	+6%	+$550K	0.59%	48
2024 Q2	$9.22M	Sell	112,908 -4,227	-4%	-$344K	0.59%	45
2024 Q1	$9.58M	Buy	+117,135	New	+$9.59M	0.65%	42

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

Trajan Wealth's SHY Position: Q2 2026 in Review

Trajan Wealth reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 5.4% in Q2 2026, selling an estimated $15.5K and leaving 3,283 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #127.

Trajan Wealth first reported a position in SHY in Q1 2024 and has held it in 10 quarters since. The position peaked at $9.94M in Q3 2024. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Trajan Wealth held 3,283 shares of iShares 1-3 Year Treasury Bond ETF worth $270K as of Q2 2026.
Trajan Wealth sold 188 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $15.5K.
iShares 1-3 Year Treasury Bond ETF made up 0.01% of Trajan Wealth's portfolio in Q2 2026, its #127 holding.
Trajan Wealth first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
Trajan Wealth's iShares 1-3 Year Treasury Bond ETF position peaked at $9.94M in Q3 2024.
1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Trajan Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.