Trivium Point Advisory’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Trivium Point Advisory’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	$3.18M	Buy	38,768 +24,728	+176%	+$2.03M	0.29%	86
2026 Q1	$1.16M	Buy	+14,040	New	+$1.16M	0.21%	117
2025 Q2	–	Sell	-2,991	Closed	-$247K	–	359
2025 Q1	$247K	Sell	2,991 -950	-24%	-$78.1K	0.03%	304
2024 Q4	$323K	Buy	3,941 +1,027	+35%	+$84.4K	0.04%	282
2024 Q3	$239K	Sell	2,914 -96	-3%	-$7.92K	0.03%	305
2024 Q2	$246K	Buy	+3,010	New	+$245K	0.04%	273
2020 Q3	–	Sell	-3,346	Closed	-$290K	–	170
2020 Q2	$290K	Buy	+3,346	New	+$290K	0.11%	137
2020 Q1	–	Sell	-3,873	Closed	-$328K	–	172
2019 Q4	$328K	Buy	+3,873	New	+$328K	0.13%	131

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

Trivium Point Advisory's SHY Position: Q2 2026 in Review

Trivium Point Advisory increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 176% in Q2 2026, buying an estimated $2.03M and bringing the position to 38,768 shares worth $3.18M. The position accounts for 0.29% of the portfolio, ranked #86.

Trivium Point Advisory first reported a position in SHY in Q4 2019 and has held it in 8 quarters since. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Trivium Point Advisory held 38,768 shares of iShares 1-3 Year Treasury Bond ETF worth $3.18M as of Q2 2026.
Trivium Point Advisory bought 24,728 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.03M.
iShares 1-3 Year Treasury Bond ETF made up 0.29% of Trivium Point Advisory's portfolio in Q2 2026, its #86 holding.
Trivium Point Advisory first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2019 and has held it in 8 quarters since.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Trivium Point Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.