Verdence Capital Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Verdence Capital 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	$548K	Sell	6,673 -16	-0.2%	-$1.32K	0.03%	426
2026 Q1	$552K	Buy	6,689 +2,174	+48%	+$180K	0.03%	415
2025 Q4	$374K	Buy	4,515 +542	+14%	+$44.9K	0.02%	498
2025 Q3	$330K	Buy	3,973 +467	+13%	+$38.6K	0.02%	569
2025 Q2	$291K	Sell	3,506 -1,486	-30%	-$123K	0.02%	563
2025 Q1	$413K	Buy	4,992 +17	+0.3%	+$1.4K	0.03%	446
2024 Q4	$408K	Buy	4,975 +60	+1%	+$4.93K	0.03%	395
2024 Q3	$409K	Sell	4,915 -24	-0.5%	-$1.98K	0.03%	413
2024 Q2	$403K	Sell	4,939 -187	-4%	-$15.2K	0.04%	382
2024 Q1	$419K	Buy	5,126 +83	+2%	+$6.79K	0.04%	378
2023 Q4	$414K	Buy	5,043 +133	+3%	+$10.8K	0.04%	374
2023 Q3	$398K	Buy	+4,910	New	+$398K	0.04%	367

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

Verdence Capital Advisors's SHY Position: Q2 2026 in Review

Verdence Capital Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.24% in Q2 2026, selling an estimated $1.32K and leaving 6,673 shares worth $548K. The position accounts for 0.03% of the portfolio, ranked #426.

Verdence Capital Advisors first reported a position in SHY in Q3 2023 and has held it in 12 quarters since. The position peaked at $552K in Q1 2026. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Verdence Capital Advisors held 6,673 shares of iShares 1-3 Year Treasury Bond ETF worth $548K as of Q2 2026.
Verdence Capital Advisors sold 16 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.32K.
iShares 1-3 Year Treasury Bond ETF made up 0.03% of Verdence Capital Advisors's portfolio in Q2 2026, its #426 holding.
Verdence Capital Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
Verdence Capital Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $552K in Q1 2026.
1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Verdence Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.