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

Tranquilli Financial Advisor’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 		$1.69M Buy
+20,549
New +$1.69M 0.91% 30
2022
Q4 		– Sell
-9,432
Closed -$766K – 83
2022
Q3 		$766K Sell
9,432
-2,413
-20% -$199K 0.61% 16
2022
Q2 		$981K Buy
+11,845
New +$983K 0.75% 17

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Tranquilli Financial Advisor's SHY Position: Q2 2026 in Review

Tranquilli Financial Advisor opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026: 20,549 shares worth $1.69M. The stake represents 0.91% of the portfolio and ranks #30 among its holdings. This is a return to the name: Tranquilli Financial Advisor previously reported a position in SHY as recently as Q3 2022.

Tranquilli Financial Advisor first reported a position in SHY in Q2 2022 and has held it in 3 quarters since. 1,211 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Tranquilli Financial Advisor held 20,549 shares of iShares 1-3 Year Treasury Bond ETF worth $1.69M as of Q2 2026.
  • iShares 1-3 Year Treasury Bond ETF was a new Tranquilli Financial Advisor position in Q2 2026.
  • iShares 1-3 Year Treasury Bond ETF made up 0.91% of Tranquilli Financial Advisor's portfolio in Q2 2026, its #30 holding.
  • Tranquilli Financial Advisor first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2022 and has held it in 3 quarters since.
  • 1,211 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Tranquilli Financial Advisor's 13F filing for Q2 2026, filed 7 Aug 2026.