Tru Independence Asset Management 2’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Tru Independence Asset Management 2’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	$1.98M	Buy	24,156 +948	+4%	+$77.9K	1.07%	26
2026 Q1	$1.92M	Sell	23,208 -7,897	-25%	-$654K	1.18%	26
2025 Q4	$2.58M	Sell	31,105 -1,738	-5%	-$144K	1.61%	19
2025 Q3	$2.72M	Buy	32,843 +28	+0.1%	+$2.32K	1.79%	19
2025 Q2	$2.72M	Buy	32,815 +1,157	+4%	+$95.5K	1.86%	19
2025 Q1	$2.62M	Sell	31,658 -4,691	-13%	-$386K	1.96%	17
2024 Q4	$2.98M	Buy	36,349 +1,097	+3%	+$90.2K	2.48%	12
2024 Q3	$2.93M	Buy	+35,252	New	+$2.91M	2.47%	12
2023 Q1	$2.55M	Buy	+31,043	New	+$2.53M	2.56%	20
2022 Q3	$2.81M	Sell	34,661 -520	-1%	-$42.8K	2.99%	9
2022 Q2	$2.91M	Sell	35,181 -918	-3%	-$76.2K	2.4%	10
2022 Q1	$3.01M	Buy	36,099 +47	+0.1%	+$3.97K	1.73%	14
2021 Q4	$3.08M	Buy	+36,052	New	+$3.09M	1.63%	16
2021 Q1	–	Sell	-747	Closed	-$65K	–	364
2020 Q4	$65K	Buy	+747	New	+$64.5K	0.05%	154

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

Tru Independence Asset Management 2's SHY Position: Q2 2026 in Review

Tru Independence Asset Management 2 increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 4.1% in Q2 2026, buying an estimated $77.9K and bringing the position to 24,156 shares worth $1.98M. The position accounts for 1.07% of the portfolio, ranked #26.

Tru Independence Asset Management 2 first reported a position in SHY in Q4 2020 and has held it in 14 quarters since. The position peaked at $3.08M in Q4 2021. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Tru Independence Asset Management 2 held 24,156 shares of iShares 1-3 Year Treasury Bond ETF worth $1.98M as of Q2 2026.
Tru Independence Asset Management 2 bought 948 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $77.9K.
iShares 1-3 Year Treasury Bond ETF made up 1.07% of Tru Independence Asset Management 2's portfolio in Q2 2026, its #26 holding.
Tru Independence Asset Management 2 first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and has held it in 14 quarters since.
Tru Independence Asset Management 2's iShares 1-3 Year Treasury Bond ETF position peaked at $3.08M in Q4 2021.
1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Tru Independence Asset Management 2's 13F filing for Q2 2026, filed 11 Aug 2026.