Wingate Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Wingate Wealth 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	$306K	Buy	3,730 +1,293	+53%	+$106K	0.13%	106
2026 Q1	$201K	Buy	2,437 +9	+0.4%	+$745	0.11%	119
2025 Q4	$201K	Sell	2,428 -51	-2%	-$4.23K	0.11%	117
2025 Q3	$206K	Buy	+2,479	New	+$205K	0.14%	109
2025 Q1	–	Sell	-779	Closed	-$63.9K	–	371
2024 Q4	$63.9K	Buy	+779	New	+$64K	0.06%	187

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

Wingate Wealth Advisors's SHY Position: Q2 2026 in Review

Wingate Wealth Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 53% in Q2 2026, buying an estimated $106K and bringing the position to 3,730 shares worth $306K. The position accounts for 0.13% of the portfolio, ranked #106.

Wingate Wealth Advisors first reported a position in SHY in Q4 2024 and has held it in 5 quarters since. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Wingate Wealth Advisors held 3,730 shares of iShares 1-3 Year Treasury Bond ETF worth $306K as of Q2 2026.
Wingate Wealth Advisors bought 1,293 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $106K.
iShares 1-3 Year Treasury Bond ETF made up 0.13% of Wingate Wealth Advisors's portfolio in Q2 2026, its #106 holding.
Wingate Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 5 quarters since.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Wingate Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.