WhitTier Trust Company’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

WhitTier Trust Company’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	$39.7K	Buy	485 +164	+51%	+$13.5K	﹤0.01%	789
2026 Q1	$26.4K	Buy	321 +249	+346%	+$20.6K	﹤0.01%	840
2025 Q4	$5.97K	Hold	72	–	–	﹤0.01%	1066
2025 Q3	$5.96K	Hold	72	–	–	﹤0.01%	1060
2025 Q2	$5.96K	Hold	72	–	–	﹤0.01%	1188
2025 Q1	$5.96K	Hold	72	–	–	﹤0.01%	1159
2024 Q4	$5.9K	Hold	72	–	–	﹤0.01%	1124
2024 Q3	$5.99K	Hold	72	–	–	﹤0.01%	1098
2024 Q2	$5.88K	Hold	72	–	–	﹤0.01%	1053
2024 Q1	$5.89K	Hold	72	–	–	﹤0.01%	1015
2023 Q4	$5.91K	Hold	72	–	–	﹤0.01%	1014
2023 Q3	$5.83K	Hold	72	–	–	﹤0.01%	977
2023 Q2	$5.84K	Sell	72 -122	-63%	-$9.97K	﹤0.01%	1017
2023 Q1	$15.9K	Hold	194	–	–	﹤0.01%	883
2022 Q4	$15.7K	Buy	194 +72	+59%	+$5.84K	﹤0.01%	878
2022 Q3	$10K	Hold	122	–	–	﹤0.01%	916
2022 Q2	$10K	Hold	122	–	–	﹤0.01%	927
2022 Q1	$10K	Sell	122 -1,350	-92%	-$114K	﹤0.01%	935
2021 Q4	$126K	Hold	1,472	–	–	﹤0.01%	529
2021 Q3	$127K	Sell	1,472 -200	-12%	-$17.2K	0.01%	511
2021 Q2	$144K	Hold	1,672	–	–	0.01%	493
2021 Q1	$144K	Hold	1,672	–	–	0.01%	482
2020 Q4	$144K	Hold	1,672	–	–	0.01%	466
2020 Q3	$145K	Hold	1,672	–	–	0.01%	456
2020 Q2	$145K	Hold	1,672	–	–	0.01%	434
2020 Q1	$145K	Hold	1,672	–	–	0.01%	422
2019 Q4	$142K	Hold	1,672	–	–	0.01%	435
2019 Q3	$142K	Buy	1,672 +131	+9%	+$11.1K	0.01%	427
2019 Q2	$130K	Sell	1,541 -3,056	-66%	-$257K	0.01%	435
2019 Q1	$386K	Hold	4,597	–	–	0.03%	308
2018 Q4	$385K	Buy	4,597 +3,225	+235%	+$268K	0.03%	298
2018 Q3	$114K	Sell	1,372 -330	-19%	-$27.5K	0.01%	465
2018 Q2	$142K	Hold	1,702	–	–	0.01%	435
2018 Q1	$142K	Hold	1,702	–	–	0.01%	428
2017 Q4	$143K	Buy	1,702 +1,122	+193%	+$94.4K	0.01%	400
2017 Q3	$49K	Hold	580	–	–	﹤0.01%	541
2017 Q2	$49K	Hold	580	–	–	﹤0.01%	539
2017 Q1	$49K	Hold	580	–	–	﹤0.01%	530
2016 Q4	$49K	Hold	580	–	–	0.01%	532
2016 Q3	$49K	Hold	580	–	–	0.01%	528
2016 Q2	$49K	Hold	580	–	–	0.01%	526
2016 Q1	$49K	Hold	580	–	–	0.01%	526
2015 Q4	$49K	Buy	580 +330	+132%	+$27.9K	0.01%	517
2015 Q3	$21K	Hold	250	–	–	﹤0.01%	669
2015 Q2	$21K	Sell	250 -300	-55%	-$25.4K	﹤0.01%	701
2015 Q1	$47K	Hold	550	–	–	0.01%	546
2014 Q4	$46K	Sell	550 -1,000	-65%	-$84.7K	0.01%	545
2014 Q3	$131K	Hold	1,550	–	–	0.02%	392
2014 Q2	$131K	Hold	1,550	–	–	0.01%	399
2014 Q1	$131K	Hold	1,550	–	–	0.02%	400
2013 Q4	$131K	Hold	1,550	–	–	0.02%	392
2013 Q3	$131K	Hold	1,550	–	–	0.02%	378
2013 Q2	$131K	Buy	+1,550	New	+$131K	0.02%	366

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

WhitTier Trust Company's SHY Position: Q2 2026 in Review

WhitTier Trust Company increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 51% in Q2 2026, buying an estimated $13.5K and bringing the position to 485 shares worth $39.7K. The position accounts for ﹤0.01% of the portfolio, ranked #789.

WhitTier Trust Company first reported a position in SHY in Q2 2013 and has held it in 53 quarters since. The position peaked at $386K in Q1 2019. 1,213 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

WhitTier Trust Company held 485 shares of iShares 1-3 Year Treasury Bond ETF worth $39.7K as of Q2 2026.
WhitTier Trust Company bought 164 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $13.5K.
iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #789 holding.
WhitTier Trust Company first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and has held it in 53 quarters since.
WhitTier Trust Company's iShares 1-3 Year Treasury Bond ETF position peaked at $386K in Q1 2019.
1,213 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.