Whitney & Co’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Whitney & Co’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	$1.95M	Buy	23,725 +17,931	+309%	+$1.47M	0.14%	86
2026 Q1	$478K	Buy	5,794 +1,075	+23%	+$89K	0.04%	124
2025 Q4	$391K	Buy	+4,719	New	+$391K	0.03%	134
2024 Q1	–	Sell	-2,884	Closed	-$237K	–	130
2023 Q4	$237K	Sell	2,884 -14,110	-83%	-$1.15M	0.03%	114
2023 Q3	$1.38M	Sell	16,994 -2,155	-11%	-$175K	0.21%	58
2023 Q2	$1.55M	Sell	19,149 -2,747	-13%	-$225K	0.22%	56
2023 Q1	$1.8M	Sell	21,896 -6,517	-23%	-$531K	0.29%	54
2022 Q4	$2.31M	Buy	28,413 +2,963	+12%	+$240K	0.42%	52
2022 Q3	$2.07M	Buy	+25,450	New	+$2.09M	0.4%	55
2018 Q4	–	Sell	-184	Closed	-$15K	–	393
2018 Q3	$15K	Buy	184 +2	+1%	+$166	﹤0.01%	286
2018 Q2	$15K	Buy	+182	New	+$15.2K	﹤0.01%	220

Other funds holding SHY

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

TFM

TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return

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

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Whitney & Co's SHY Position: Q2 2026 in Review

Whitney & Co increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 309% in Q2 2026, buying an estimated $1.47M and bringing the position to 23,725 shares worth $1.95M. The position accounts for 0.14% of the portfolio, ranked #86.

Whitney & Co first reported a position in SHY in Q2 2018 and has held it in 11 quarters since. The position peaked at $2.31M in Q4 2022. 581 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Whitney & Co held 23,725 shares of iShares 1-3 Year Treasury Bond ETF worth $1.95M as of Q2 2026.
Whitney & Co bought 17,931 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.47M.
iShares 1-3 Year Treasury Bond ETF made up 0.14% of Whitney & Co's portfolio in Q2 2026, its #86 holding.
Whitney & Co first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2018 and has held it in 11 quarters since.
Whitney & Co's iShares 1-3 Year Treasury Bond ETF position peaked at $2.31M in Q4 2022.
581 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Whitney & Co's 13F filing for Q2 2026, filed 28 Jul 2026.