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Traphagen Investment Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Traphagen Investment Advisors’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 		$7.31M Sell
89,004
-64,121
-42% -$5.27M 0.52% 26
2026
Q1 		$12.6M Sell
153,125
-10,872
-7% -$900K 1.02% 20
2025
Q4 		$13.6M Buy
163,997
+2,906
+2% +$241K 1.12% 16
2025
Q3 		$13.4M Sell
161,091
-8,835
-5% -$731K 1.15% 16
2025
Q2 		$14.1M Buy
169,926
+2,321
+1% +$192K 1.33% 13
2025
Q1 		$13.9M Sell
167,605
-12,059
-7% -$992K 1.45% 12
2024
Q4 		$14.7M Sell
179,664
-30,891
-15% -$2.54M 1.5% 13
2024
Q3 		$17.5M Sell
210,555
-115,054
-35% -$9.49M 1.77% 13
2024
Q2 		$26.6M Sell
325,609
-34,941
-10% -$2.84M 2.89% 10
2024
Q1 		$29.5M Sell
360,550
-72,292
-17% -$5.92M 3.14% 11
2023
Q4 		$35.5M Buy
432,842
+311,695
+257% +$25.3M 4.17% 6
2023
Q3 		$9.81M Buy
121,147
+26,259
+28% +$2.13M 1.24% 16
2023
Q2 		$7.69M Buy
94,888
+8,273
+10% +$676K 1% 19
2023
Q1 		$7.12M Buy
86,615
+11,866
+16% +$967K 1.05% 19
2022
Q4 		$6.07M Buy
+74,749
New +$6.06M 0.95% 18

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

Traphagen Investment Advisors's SHY Position: Q2 2026 in Review

Traphagen Investment Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 42% in Q2 2026, selling an estimated $5.27M and leaving 89,004 shares worth $7.31M. The position accounts for 0.52% of the portfolio, ranked #26.

Traphagen Investment Advisors first reported a position in SHY in Q4 2022 and has held it in 15 quarters since. The position peaked at $35.5M in Q4 2023. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Traphagen Investment Advisors held 89,004 shares of iShares 1-3 Year Treasury Bond ETF worth $7.31M as of Q2 2026.
  • Traphagen Investment Advisors sold 64,121 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $5.27M.
  • iShares 1-3 Year Treasury Bond ETF made up 0.52% of Traphagen Investment Advisors's portfolio in Q2 2026, its #26 holding.
  • Traphagen Investment Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Traphagen Investment Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $35.5M in Q4 2023.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Traphagen Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.