William Howard & Co Financial Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

William Howard & Co Financial 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	$1.69M	Buy	20,523 +38	+0.2%	+$3.13K	1.31%	15
2026 Q1	$1.69M	Buy	20,485 +24	+0.1%	+$1.99K	1.46%	13
2025 Q4	$1.69M	Buy	20,461 +52	+0.3%	+$4.31K	1.43%	15
2025 Q3	$1.69M	Buy	20,409 +40	+0.2%	+$3.31K	1.44%	15
2025 Q2	$1.69M	Buy	20,369 +40	+0.2%	+$3.3K	1.47%	13
2025 Q1	$1.68M	Buy	20,329 +27	+0.1%	+$2.22K	1.58%	14
2024 Q4	$1.66M	Buy	20,302 +54	+0.3%	+$4.44K	1.51%	14
2024 Q3	$1.68M	Buy	20,248 +40	+0.2%	+$3.3K	1.44%	15
2024 Q2	$1.65M	Buy	20,208 +39	+0.2%	+$3.17K	1.52%	14
2024 Q1	$1.65M	Buy	+20,169	New	+$1.65M	1.55%	14

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

William Howard & Co Financial Advisors's SHY Position: Q2 2026 in Review

William Howard & Co Financial Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.19% in Q2 2026, buying an estimated $3.13K and bringing the position to 20,523 shares worth $1.69M. The position accounts for 1.31% of the portfolio, ranked #15.

William Howard & Co Financial Advisors first reported a position in SHY in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.69M in Q4 2025. 1,203 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

William Howard & Co Financial Advisors held 20,523 shares of iShares 1-3 Year Treasury Bond ETF worth $1.69M as of Q2 2026.
William Howard & Co Financial Advisors bought 38 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $3.13K.
iShares 1-3 Year Treasury Bond ETF made up 1.31% of William Howard & Co Financial Advisors's portfolio in Q2 2026, its #15 holding.
William Howard & Co Financial Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
William Howard & Co Financial Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $1.69M in Q4 2025.
1,203 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on William Howard & Co Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.