Vestmark Advisory Solutions’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Vestmark Advisory Solutions’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	$6.26M	Sell	76,225 -9,913	-12%	-$815K	0.06%	323
2026 Q1	$7.11M	Sell	86,138 -4,836	-5%	-$400K	0.08%	255
2025 Q4	$7.53M	Buy	90,974 +31,854	+54%	+$2.64M	0.1%	207
2025 Q3	$4.9M	Buy	59,120 +54,571	+1,200%	+$4.51M	0.09%	220
2025 Q2	$377K	Buy	+4,549	New	+$376K	0.01%	669
2023 Q3	–	Sell	-20,417	Closed	-$1.66M	–	798
2023 Q2	$1.66M	Sell	20,417 -7,613	-27%	-$622K	0.06%	345
2023 Q1	$2.3M	Sell	28,030 -3,553	-11%	-$290K	0.1%	274
2022 Q4	$2.56M	Buy	31,583 +3,739	+13%	+$303K	0.12%	234
2022 Q3	$2.26M	Buy	27,844 +17,219	+162%	+$1.42M	0.13%	231
2022 Q2	$880K	Buy	+10,625	New	+$881K	0.05%	399
2021 Q2	–	Sell	-3,796	Closed	-$327K	–	805
2021 Q1	$327K	Buy	3,796 +597	+19%	+$51.5K	0.03%	573
2020 Q4	$276K	Sell	3,199 -3,202	-50%	-$277K	0.03%	495
2020 Q3	$554K	Buy	+6,401	New	+$554K	0.07%	304
2019 Q2	–	Sell	-2,658	Closed	-$224K	–	564
2019 Q1	$224K	Buy	+2,658	New	+$223K	0.04%	470

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

Vestmark Advisory Solutions's SHY Position: Q2 2026 in Review

Vestmark Advisory Solutions reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 12% in Q2 2026, selling an estimated $815K and leaving 76,225 shares worth $6.26M. The position accounts for 0.06% of the portfolio, ranked #323.

Vestmark Advisory Solutions first reported a position in SHY in Q1 2019 and has held it in 14 quarters since. The position peaked at $7.53M in Q4 2025. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Vestmark Advisory Solutions held 76,225 shares of iShares 1-3 Year Treasury Bond ETF worth $6.26M as of Q2 2026.
Vestmark Advisory Solutions sold 9,913 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $815K.
iShares 1-3 Year Treasury Bond ETF made up 0.06% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #323 holding.
Vestmark Advisory Solutions first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2019 and has held it in 14 quarters since.
Vestmark Advisory Solutions's iShares 1-3 Year Treasury Bond ETF position peaked at $7.53M in Q4 2025.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.