Union Savings Bank’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Union Savings Bank’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	$44.7K	Hold	544	–	–	0.02%	212
2026 Q1	$44.9K	Hold	544	–	–	0.02%	209
2025 Q4	$45K	Buy	+544	New	+$45.1K	0.02%	213
2025 Q2	$44.9K	Sell	544 -475	-47%	-$39.2K	0.02%	217
2025 Q1	$84.3K	Hold	1,019	–	–	0.04%	195
2024 Q4	$83.5K	Sell	1,019 -1,250	-55%	-$103K	0.04%	192
2024 Q3	$189K	Hold	2,269	–	–	0.09%	133
2024 Q2	$185K	Hold	2,269	–	–	0.1%	129
2024 Q1	$186K	Hold	2,269	–	–	0.1%	128
2023 Q4	$186K	Hold	2,269	–	–	0.11%	127
2023 Q3	$184K	Hold	2,269	–	–	0.11%	127
2023 Q2	$184K	Buy	+2,269	New	+$186K	0.11%	128

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

Union Savings Bank's SHY Position: Q2 2026 in Review

Union Savings Bank held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 544 shares worth $44.7K. The position accounts for 0.02% of the portfolio, ranked #212.

Union Savings Bank first reported a position in SHY in Q2 2023 and has held it in 12 quarters since. The position peaked at $189K in Q3 2024. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Union Savings Bank held 544 shares of iShares 1-3 Year Treasury Bond ETF worth $44.7K as of Q2 2026.
Union Savings Bank left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.02% of Union Savings Bank's portfolio in Q2 2026, its #212 holding.
Union Savings Bank first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2023 and has held it in 12 quarters since.
Union Savings Bank's iShares 1-3 Year Treasury Bond ETF position peaked at $189K in Q3 2024.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.