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Whitcomb & Hess’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Whitcomb & Hess’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 		$1.99M Buy
24,189
+105
+0.4% +$8.63K 0.43% 25
2026
Q1 		$1.99M Buy
24,084
+955
+4% +$79.1K 0.46% 23
2025
Q4 		$1.92M Sell
23,129
-292
-1% -$24.2K 0.45% 24
2025
Q3 		$1.94M Buy
23,421
+646
+3% +$53.4K 0.5% 24
2025
Q2 		$1.89M Buy
22,775
+382
+2% +$31.5K 0.53% 24
2025
Q1 		$1.85M Buy
22,393
+226
+1% +$18.6K 0.56% 22
2024
Q4 		$1.82M Sell
22,167
-474
-2% -$39K 0.56% 24
2024
Q3 		$1.88M Sell
22,641
-1,132
-5% -$93.4K 0.56% 23
2024
Q2 		$1.94M Buy
23,773
+1,522
+7% +$124K 0.6% 23
2024
Q1 		$1.82M Buy
22,251
+3,096
+16% +$253K 0.58% 22
2023
Q4 		$1.57M Sell
19,155
-51
-0.3% -$4.15K 0.54% 23
2023
Q3 		$1.56M Buy
19,206
+12,777
+199% +$1.03M 0.58% 20
2023
Q2 		$521K Sell
6,429
-154
-2% -$12.6K 0.19% 30
2023
Q1 		$541K Buy
6,583
+70
+1% +$5.71K 0.2% 29
2022
Q4 		$529K Buy
6,513
+772
+13% +$62.6K 0.21% 26
2022
Q3 		$466K Buy
+5,741
New +$472K 0.21% 25

Other funds holding SHY

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
ST
Smithfield Trust Pittsburgh, Pennsylvania $2.5B AUM 19.97% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Whitcomb & Hess's SHY Position: Q2 2026 in Review

Whitcomb & Hess increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.44% in Q2 2026, buying an estimated $8.63K and bringing the position to 24,189 shares worth $1.99M. The position accounts for 0.43% of the portfolio, ranked #25.

Whitcomb & Hess first reported a position in SHY in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.99M in Q1 2026. 736 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Whitcomb & Hess held 24,189 shares of iShares 1-3 Year Treasury Bond ETF worth $1.99M as of Q2 2026.
  • Whitcomb & Hess bought 105 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $8.63K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.43% of Whitcomb & Hess's portfolio in Q2 2026, its #25 holding.
  • Whitcomb & Hess first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Whitcomb & Hess's iShares 1-3 Year Treasury Bond ETF position peaked at $1.99M in Q1 2026.
  • 736 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Whitcomb & Hess's 13F filing for Q2 2026, filed 8 Jul 2026.