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Wellspring Financial Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Wellspring Financial 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 		$371K Buy
4,522
+10
+0.2% +$822 0.02% 198
2026
Q1 		$373K Sell
4,512
-138,237
-97% -$11.4M 0.03% 195
2025
Q4 		$417K Buy
142,749
+121,714
+579% +$10.1M 0.03% 159
2025
Q3 		$1.75M Sell
21,035
-297,180
-93% -$24.6M 0.16% 47
2025
Q2 		$26.4M Sell
318,215
-49,235
-13% -$4.06M 2.65% 9
2025
Q1 		$30.4M Buy
367,450
+185,895
+102% +$15.3M 3.38% 7
2024
Q4 		$14.9M Buy
181,555
+16,875
+10% +$1.39M 1.56% 15
2024
Q3 		$13.7M Buy
164,680
+32,017
+24% +$2.64M 1.63% 15
2024
Q2 		$10.8M Buy
132,663
+21,176
+19% +$1.72M 1.47% 17
2024
Q1 		$9.12M Buy
111,487
+26,464
+31% +$2.17M 1.44% 17
2023
Q4 		$6.98M Buy
85,023
+64,871
+322% +$5.27M 1.74% 18
2023
Q3 		$1.63M Buy
20,152
+21
+0.1% +$1.7K 0.48% 38
2023
Q2 		$1.63M Buy
20,131
+15,169
+306% +$1.24M 0.46% 38
2023
Q1 		$408K Buy
4,962
+864
+21% +$70.4K 0.12% 72
2022
Q4 		$333K Buy
+4,098
New +$332K 0.11% 78

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

Wellspring Financial Advisors's SHY Position: Q2 2026 in Review

Wellspring Financial Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.22% in Q2 2026, buying an estimated $822 and bringing the position to 4,522 shares worth $371K. The position accounts for 0.02% of the portfolio, ranked #198.

Wellspring Financial Advisors first reported a position in SHY in Q4 2022 and has held it in 15 quarters since. The position peaked at $30.4M in Q1 2025. 1,211 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Wellspring Financial Advisors held 4,522 shares of iShares 1-3 Year Treasury Bond ETF worth $371K as of Q2 2026.
  • Wellspring Financial Advisors bought 10 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $822.
  • iShares 1-3 Year Treasury Bond ETF made up 0.02% of Wellspring Financial Advisors's portfolio in Q2 2026, its #198 holding.
  • Wellspring Financial Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Wellspring Financial Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $30.4M in Q1 2025.
  • 1,211 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.