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

Whittier Trust’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	$303K	Hold	3,693	–	–	﹤0.01%	563
2026 Q1	$304K	Sell	3,693 -1,277	-26%	-$106K	﹤0.01%	512
2025 Q4	$412K	Hold	4,970	–	–	﹤0.01%	467
2025 Q3	$411K	Hold	4,970	–	–	﹤0.01%	464
2025 Q2	$412K	Hold	4,970	–	–	0.01%	520
2025 Q1	$411K	Sell	4,970 -425	-8%	-$35K	0.01%	519
2024 Q4	$442K	Buy	5,395 +1,445	+37%	+$119K	0.01%	514
2024 Q3	$328K	Hold	3,950	–	–	﹤0.01%	578
2024 Q2	$323K	Sell	3,950 -593	-13%	-$48.2K	﹤0.01%	562
2024 Q1	$372K	Hold	4,543	–	–	0.01%	539
2023 Q4	$373K	Sell	4,543 -1,475	-25%	-$120K	0.01%	531
2023 Q3	$487K	Sell	6,018 -500	-8%	-$40.5K	0.01%	472
2023 Q2	$528K	Sell	6,518 -290	-4%	-$23.7K	0.01%	449
2023 Q1	$559K	Sell	6,808 -1,026	-13%	-$83.6K	0.01%	447
2022 Q4	$636K	Sell	7,834 -174	-2%	-$14.1K	0.01%	423
2022 Q3	$650K	Hold	8,008	–	–	0.01%	410
2022 Q2	$663K	Sell	8,008 -67	-0.8%	-$5.56K	0.01%	418
2022 Q1	$673K	Buy	8,075 +2,164	+37%	+$183K	0.01%	439
2021 Q4	$506K	Buy	5,911 +145	+3%	+$12.4K	0.01%	477
2021 Q3	$497K	Sell	5,766 -3,822	-40%	-$329K	0.01%	465
2021 Q2	$826K	Hold	9,588	–	–	0.01%	402
2021 Q1	$827K	Sell	9,588 -80	-0.8%	-$6.91K	0.02%	401
2020 Q4	$835K	Hold	9,668	–	–	0.02%	355
2020 Q3	$836K	Buy	9,668 +3,370	+54%	+$292K	0.02%	347
2020 Q2	$545K	Buy	6,298 +374	+6%	+$32.4K	0.02%	389
2020 Q1	$513K	Sell	5,924 -1,227	-17%	-$105K	0.02%	381
2019 Q4	$605K	Hold	7,151	–	–	0.02%	374
2019 Q3	$606K	Buy	7,151 +180	+3%	+$15.3K	0.02%	364
2019 Q2	$591K	Buy	6,971 +1,475	+27%	+$124K	0.02%	360
2019 Q1	$462K	Buy	5,496 +164	+3%	+$13.7K	0.01%	398
2018 Q4	$446K	Sell	5,332 -1,185	-18%	-$98.5K	0.02%	383
2018 Q3	$541K	Hold	6,517	–	–	0.02%	359
2018 Q2	$543K	Sell	6,517 -2,830	-30%	-$236K	0.02%	354
2018 Q1	$781K	Sell	9,347 -1,066	-10%	-$89.1K	0.03%	314
2017 Q4	$873K	Buy	10,413 +3,359	+48%	+$283K	0.03%	302
2017 Q3	$596K	Buy	7,054 +887	+14%	+$75K	0.02%	335
2017 Q2	$521K	Sell	6,167 -119	-2%	-$10.1K	0.02%	338
2017 Q1	$531K	Buy	6,286 +4,320	+220%	+$365K	0.02%	343
2016 Q4	$166K	Buy	1,966 +983	+100%	+$83.2K	0.01%	495
2016 Q3	$84K	Buy	983 +234	+31%	+$19.9K	﹤0.01%	611
2016 Q2	$64K	Hold	749	–	–	﹤0.01%	671
2016 Q1	$64K	Buy	749 +176	+31%	+$14.9K	﹤0.01%	676
2015 Q4	$48K	Buy	573 +473	+473%	+$40.1K	﹤0.01%	729
2015 Q3	$8K	Hold	100	–	–	﹤0.01%	987
2015 Q2	$8K	Buy	+100	New	+$8.48K	﹤0.01%	1035
2014 Q3	–	Sell	-1,470	Closed	-$124K	–	1062
2014 Q2	$124K	Hold	1,470	–	–	0.01%	501
2014 Q1	$124K	Sell	1,470 -475	-24%	-$40.1K	0.01%	507
2013 Q4	$164K	Sell	1,945 -535	-22%	-$45.2K	0.01%	471
2013 Q3	$209K	Hold	2,480	–	–	0.01%	435
2013 Q2	$209K	Buy	+2,480	New	+$209K	0.01%	424

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's SHY Position: Q2 2026 in Review

Whittier Trust held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 3,693 shares worth $303K. The position accounts for ﹤0.01% of the portfolio, ranked #563.

Whittier Trust first reported a position in SHY in Q2 2013 and has held it in 50 quarters since. The position peaked at $873K in Q4 2017. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Whittier Trust held 3,693 shares of iShares 1-3 Year Treasury Bond ETF worth $303K as of Q2 2026.
Whittier Trust left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #563 holding.
Whittier Trust first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and has held it in 50 quarters since.
Whittier Trust's iShares 1-3 Year Treasury Bond ETF position peaked at $873K in Q4 2017.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

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