Winch Advisory Services’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Winch Advisory Services’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	$3.42M	Buy	41,695 +242	+0.6%	+$19.9K	0.71%	27
2026 Q1	$3.42M	Sell	41,453 -158	-0.4%	-$13.1K	0.78%	26
2025 Q4	$3.45M	Sell	41,611 -53	-0.1%	-$4.39K	0.76%	25
2025 Q3	$3.46M	Sell	41,664 -49	-0.1%	-$4.05K	0.78%	25
2025 Q2	$3.46M	Buy	41,713 +205	+0.5%	+$16.9K	0.84%	23
2025 Q1	$3.43M	Sell	41,508 -63	-0.2%	-$5.18K	0.91%	23
2024 Q4	$3.41M	Sell	41,571 -780	-2%	-$64.1K	0.89%	24
2024 Q3	$3.52M	Sell	42,351 -946	-2%	-$78K	0.97%	21
2024 Q2	$3.54M	Buy	43,297 +353	+0.8%	+$28.7K	1.01%	19
2024 Q1	$3.51M	Sell	42,944 -1,423	-3%	-$116K	1.07%	19
2023 Q4	$3.64M	Sell	44,367 -1,888	-4%	-$153K	1.21%	18
2023 Q3	$3.75M	Sell	46,255 -2,111	-4%	-$171K	1.37%	15
2023 Q2	$3.92M	Sell	48,366 -2,597	-5%	-$212K	1.41%	15
2023 Q1	$4.19M	Sell	50,963 -2,468	-5%	-$201K	1.62%	15
2022 Q4	$4.34M	Sell	53,431 -5,089	-9%	-$413K	1.85%	14
2022 Q3	$4.75M	Sell	58,520 -2,284	-4%	-$188K	2.04%	12
2022 Q2	$5.03M	Sell	60,804 -3,098	-5%	-$257K	2.05%	12
2022 Q1	$5.33M	Sell	63,902 -4,349	-6%	-$368K	1.85%	14
2021 Q4	$5.84M	Sell	68,251 -13,477	-16%	-$1.16M	1.93%	15
2021 Q3	$7.04M	Sell	81,728 -23,077	-22%	-$1.99M	2.45%	13
2021 Q2	$9.03M	Sell	104,805 -10,962	-9%	-$945K	3.25%	11
2021 Q1	$9.98M	Sell	115,767 -45,603	-28%	-$3.94M	4%	8
2020 Q4	$13.9M	Sell	161,370 -19,744	-11%	-$1.71M	5.79%	5
2020 Q3	$15.7M	Sell	181,114 -12,529	-6%	-$1.08M	6.63%	6
2020 Q2	$16.8M	Sell	193,643 -128,621	-40%	-$11.1M	7.97%	2
2020 Q1	$27.9M	Buy	+322,264	New	+$27.5M	13.89%	2
2016 Q4	–	Sell	-59,525	Closed	-$5.06M	–	293
2016 Q3	$5.06M	Sell	59,525 -178	-0.3%	-$15.1K	4.13%	5
2016 Q2	$5.09M	Buy	59,703 +1	+0%	+$85	6.18%	4
2016 Q1	$5.08M	Hold	59,702	–	–	8.19%	2
2015 Q4	$5.04M	Buy	59,702 +30,277	+103%	+$2.56M	5.71%	7
2015 Q3	$2.5M	Buy	29,425 +26,091	+783%	+$2.21M	3.66%	8
2015 Q2	$283K	Buy	+3,334	New	+$283K	0.15%	89

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

Winch Advisory Services's SHY Position: Q2 2026 in Review

Winch Advisory Services increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.58% in Q2 2026, buying an estimated $19.9K and bringing the position to 41,695 shares worth $3.42M. The position accounts for 0.71% of the portfolio, ranked #27.

Winch Advisory Services first reported a position in SHY in Q2 2015 and has held it in 32 quarters since. The position peaked at $27.9M in Q1 2020. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Winch Advisory Services held 41,695 shares of iShares 1-3 Year Treasury Bond ETF worth $3.42M as of Q2 2026.
Winch Advisory Services bought 242 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $19.9K.
iShares 1-3 Year Treasury Bond ETF made up 0.71% of Winch Advisory Services's portfolio in Q2 2026, its #27 holding.
Winch Advisory Services first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2015 and has held it in 32 quarters since.
Winch Advisory Services's iShares 1-3 Year Treasury Bond ETF position peaked at $27.9M in Q1 2020.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.