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

WBH 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	$741K	Buy	9,023 +2,570	+40%	+$211K	0.05%	204
2026 Q1	$531K	Buy	+6,453	New	+$534K	0.04%	233
2023 Q4	–	Sell	-2,489	Closed	-$202K	–	312
2023 Q3	$202K	Sell	2,489 -1,683	-40%	-$136K	0.02%	287
2023 Q2	$338K	Sell	4,172 -3,912	-48%	-$320K	0.04%	243
2023 Q1	$664K	Buy	+8,084	New	+$659K	0.08%	186
2022 Q3	–	Sell	-6,679	Closed	-$552K	–	304
2022 Q2	$552K	Sell	6,679 -5,554	-45%	-$461K	0.07%	192
2022 Q1	$1.02M	Buy	12,233 +5,371	+78%	+$454K	0.12%	143
2021 Q4	$587K	Buy	+6,862	New	+$589K	0.07%	204

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

WBH Advisory's SHY Position: Q2 2026 in Review

WBH Advisory increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 40% in Q2 2026, buying an estimated $211K and bringing the position to 9,023 shares worth $741K. The position accounts for 0.05% of the portfolio, ranked #204.

WBH Advisory first reported a position in SHY in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.02M in Q1 2022. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

WBH Advisory held 9,023 shares of iShares 1-3 Year Treasury Bond ETF worth $741K as of Q2 2026.
WBH Advisory bought 2,570 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $211K.
iShares 1-3 Year Treasury Bond ETF made up 0.05% of WBH Advisory's portfolio in Q2 2026, its #204 holding.
WBH Advisory first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2021 and has held it in 8 quarters since.
WBH Advisory's iShares 1-3 Year Treasury Bond ETF position peaked at $1.02M in Q1 2022.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.