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Well Done LLC’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Well Done LLC’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 		$6.14M Sell
74,778
-13,403
-15% -$1.1M 0.83% 31
2026
Q1 		$7.28M Buy
88,181
+26,488
+43% +$2.19M 1.07% 25
2025
Q4 		$5.11M Buy
61,693
+6,546
+12% +$543K 0.76% 34
2025
Q3 		$4.57M Sell
55,147
-15,319
-22% -$1.27M 0.78% 34
2025
Q2 		$5.84M Buy
70,466
+14,493
+26% +$1.2M 1.1% 22
2025
Q1 		$4.59M Sell
55,973
-12,803
-19% -$1.05M 0.83% 28
2024
Q4 		$5.72M Hold
68,776
– – 1.05% 21
2024
Q3 		$5.72M Buy
68,776
+7,812
+13% +$645K 1.05% 21
2024
Q2 		$4.98M Buy
60,964
+17,962
+42% +$1.46M 1.03% 24
2024
Q1 		$3.52M Buy
43,002
+25,180
+141% +$2.06M 0.69% 35
2023
Q4 		$1.46M Buy
+17,822
New +$1.45M 0.29% 55
2023
Q3 		– Sell
-2,504
Closed -$203K – 174
2023
Q2 		$203K Sell
2,504
-1,244
-33% -$102K 0.04% 160
2023
Q1 		$308K Sell
3,748
-3,856
-51% -$314K 0.07% 129
2022
Q4 		$617K Buy
+7,604
New +$617K 0.13% 88
2021
Q1 		– Sell
-14,887
Closed -$1.29M – 172
2020
Q4 		$1.29M Sell
14,887
-5,993
-29% -$518K 0.32% 47
2020
Q3 		$1.81M Sell
20,880
-8,179
-28% -$708K 0.51% 38
2020
Q2 		$2.52M Sell
29,059
-3,017
-9% -$261K 0.69% 26
2020
Q1 		$2.78M Buy
32,076
+27,674
+629% +$2.36M 0.84% 25
2019
Q4 		$373K Sell
4,402
-246
-5% -$20.8K 0.09% 107
2019
Q3 		$394K Buy
4,648
+242
+5% +$20.5K 0.1% 99
2019
Q2 		$374K Buy
4,406
+1
+0% +$84 0.09% 102
2019
Q1 		$371K Sell
4,405
-4
-0.1% -$335 0.09% 101
2018
Q4 		$369K Sell
4,409
-11
-0.2% -$914 0.1% 95
2018
Q3 		$367K Buy
+4,420
New +$368K 0.1% 95

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Well Done LLC's SHY Position: Q2 2026 in Review

Well Done LLC reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 15% in Q2 2026, selling an estimated $1.1M and leaving 74,778 shares worth $6.14M. The position accounts for 0.83% of the portfolio, ranked #31.

Well Done LLC first reported a position in SHY in Q3 2018 and has held it in 24 quarters since. The position peaked at $7.28M in Q1 2026. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Well Done LLC held 74,778 shares of iShares 1-3 Year Treasury Bond ETF worth $6.14M as of Q2 2026.
  • Well Done LLC sold 13,403 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.1M.
  • iShares 1-3 Year Treasury Bond ETF made up 0.83% of Well Done LLC's portfolio in Q2 2026, its #31 holding.
  • Well Done LLC first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2018 and has held it in 24 quarters since.
  • Well Done LLC's iShares 1-3 Year Treasury Bond ETF position peaked at $7.28M in Q1 2026.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Well Done LLC's 13F filing for Q2 2026, filed 24 Jul 2026.