WMA
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West Michigan Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

West Michigan 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 		$954K Buy
11,614
+613
+6% +$50.4K 0.18% 131
2026
Q1 		$908K Buy
11,001
+2,462
+29% +$204K 0.2% 117
2025
Q4 		$707K Sell
8,539
-539
-6% -$44.7K 0.16% 134
2025
Q3 		$753K Buy
9,078
+1,810
+25% +$150K 0.18% 117
2025
Q2 		$602K Sell
7,268
-274
-4% -$22.6K 0.17% 99
2025
Q1 		$624K Sell
7,542
-299
-4% -$24.6K 0.21% 84
2024
Q4 		$643K Sell
7,841
-65
-0.8% -$5.34K 0.19% 86
2024
Q3 		$657K Buy
7,906
+397
+5% +$32.8K 0.2% 86
2024
Q2 		$613K Buy
7,509
+51
+0.7% +$4.15K 0.2% 82
2024
Q1 		$610K Sell
7,458
-2,469
-25% -$202K 0.2% 80
2023
Q4 		$814K Sell
9,927
-1,467
-13% -$119K 0.31% 57
2023
Q3 		$923K Buy
11,394
+3,463
+44% +$280K 0.49% 51
2023
Q2 		$643K Sell
7,931
-888
-10% -$72.6K 0.26% 88
2023
Q1 		$725K Buy
8,819
+3,109
+54% +$253K 0.41% 55
2022
Q4 		$463K Sell
5,710
-1,868
-25% -$152K 0.34% 61
2022
Q3 		$616K Buy
7,578
+2,917
+63% +$240K 0.54% 45
2022
Q2 		$386K Buy
+4,661
New +$387K 0.33% 66

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

West Michigan Advisors's SHY Position: Q2 2026 in Review

West Michigan Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 5.6% in Q2 2026, buying an estimated $50.4K and bringing the position to 11,614 shares worth $954K. The position accounts for 0.18% of the portfolio, ranked #131.

West Michigan Advisors first reported a position in SHY in Q2 2022 and has held it in 17 quarters since. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • West Michigan Advisors held 11,614 shares of iShares 1-3 Year Treasury Bond ETF worth $954K as of Q2 2026.
  • West Michigan Advisors bought 613 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $50.4K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.18% of West Michigan Advisors's portfolio in Q2 2026, its #131 holding.
  • West Michigan Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.