West Branch Capital’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

West Branch Capital’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	$27.9K	Buy	340 +3	+0.9%	+$247	0.01%	167
2026 Q1	$27.8K	Buy	337 +2	+0.6%	+$166	0.01%	162
2025 Q4	$27.8K	Buy	335 +4	+1%	+$332	0.01%	168
2025 Q3	$27.5K	Buy	331 +3	+0.9%	+$248	0.01%	180
2025 Q2	$27.2K	Buy	328 +3	+0.9%	+$248	0.01%	187
2025 Q1	$26.9K	Buy	325 +2	+0.6%	+$164	0.01%	193
2024 Q4	$26.5K	Buy	323 +4	+1%	+$329	0.01%	199
2024 Q3	$26.5K	Buy	319 +4	+1%	+$330	0.01%	200
2024 Q2	$25.8K	Buy	315 +3	+1%	+$244	0.01%	207
2024 Q1	$25.5K	Buy	312 +2	+0.6%	+$164	0.01%	212
2023 Q4	$25.5K	Buy	310 +3	+1%	+$244	0.01%	204
2023 Q3	$24.9K	Buy	307 +2	+0.7%	+$162	0.01%	207
2023 Q2	$24.7K	Buy	305 +3	+1%	+$245	0.01%	213
2023 Q1	$24.9K	Buy	302 +1	+0.3%	+$82	0.01%	213
2022 Q4	$24.5K	Buy	+301	New	+$24.4K	0.02%	211

Other funds holding SHY

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

West Branch Capital's SHY Position: Q2 2026 in Review

West Branch Capital increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.89% in Q2 2026, buying an estimated $247 and bringing the position to 340 shares worth $27.9K. The position accounts for 0.01% of the portfolio, ranked #167.

West Branch Capital first reported a position in SHY in Q4 2022 and has held it in 15 quarters since. 319 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

West Branch Capital held 340 shares of iShares 1-3 Year Treasury Bond ETF worth $27.9K as of Q2 2026.
West Branch Capital bought 3 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $247.
iShares 1-3 Year Treasury Bond ETF made up 0.01% of West Branch Capital's portfolio in Q2 2026, its #167 holding.
West Branch Capital first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
319 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.