Wescott Financial Advisory Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Wescott Financial Advisory Group’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	$3.91M	Buy	47,624 +2,173	+5%	+$179K	0.3%	45
2026 Q1	$3.75M	Buy	45,451 +6,654	+17%	+$551K	0.33%	47
2025 Q4	$3.21M	Buy	38,797 +3,086	+9%	+$256K	0.28%	49
2025 Q3	$2.96M	Buy	35,711 +1,550	+5%	+$128K	0.27%	51
2025 Q2	$2.83M	Sell	34,161 -206	-0.6%	-$17K	0.27%	50
2025 Q1	$2.84M	Buy	34,367 +1,386	+4%	+$114K	0.29%	50
2024 Q4	$2.7M	Buy	32,981 +3,650	+12%	+$300K	0.28%	48
2024 Q3	$2.44M	Buy	29,331 +1,831	+7%	+$151K	0.26%	53
2024 Q2	$2.25M	Buy	27,500 +1,539	+6%	+$125K	0.26%	52
2024 Q1	$2.12M	Buy	25,961 +180	+0.7%	+$14.7K	0.26%	47
2023 Q4	$2.12M	Sell	25,781 -6,282	-20%	-$511K	0.3%	48
2023 Q3	$2.6M	Buy	32,063 +2,064	+7%	+$167K	0.47%	41
2023 Q2	$2.43M	Buy	29,999 +427	+1%	+$34.9K	0.43%	42
2023 Q1	$2.43M	Buy	29,572 +6,439	+28%	+$525K	0.53%	38
2022 Q4	$1.88M	Sell	23,133 -1,283	-5%	-$104K	0.4%	44
2022 Q3	$1.98M	Buy	24,416 +4,182	+21%	+$344K	0.55%	34
2022 Q2	$1.68M	Buy	20,234 +2,177	+12%	+$181K	0.45%	39
2022 Q1	$1.5M	Sell	18,057 -7,393	-29%	-$625K	0.39%	43
2021 Q4	$2.18M	Sell	25,450 -1,654	-6%	-$142K	1.12%	12
2021 Q3	$2.33M	Sell	27,104 -761	-3%	-$65.6K	1.32%	9
2021 Q2	$2.4M	Sell	27,865 -7,793	-22%	-$672K	1.42%	8
2021 Q1	$3.08M	Sell	35,658 -5,020	-12%	-$433K	2%	7
2020 Q4	$3.51M	Buy	+40,678	New	+$3.51M	2.47%	5

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

Wescott Financial Advisory Group's SHY Position: Q2 2026 in Review

Wescott Financial Advisory Group increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 4.8% in Q2 2026, buying an estimated $179K and bringing the position to 47,624 shares worth $3.91M. The position accounts for 0.3% of the portfolio, ranked #45.

Wescott Financial Advisory Group first reported a position in SHY in Q4 2020 and has held it in 23 quarters since. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Wescott Financial Advisory Group held 47,624 shares of iShares 1-3 Year Treasury Bond ETF worth $3.91M as of Q2 2026.
Wescott Financial Advisory Group bought 2,173 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $179K.
iShares 1-3 Year Treasury Bond ETF made up 0.3% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #45 holding.
Wescott Financial Advisory Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and has held it in 23 quarters since.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.