Y.D. More Investments’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Y.D. More Investments’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	$16.4K	Sell	200 -200	-50%	-$16.4K	﹤0.01%	374
2026 Q1	$33K	Hold	400	–	–	﹤0.01%	322
2025 Q4	$33.1K	Hold	400	–	–	﹤0.01%	315
2025 Q3	$33.2K	Hold	400	–	–	﹤0.01%	314
2025 Q2	$33.1K	Hold	400	–	–	﹤0.01%	326
2025 Q1	$33.1K	Hold	400	–	–	﹤0.01%	333
2024 Q4	$32.8K	Hold	400	–	–	﹤0.01%	317
2024 Q3	$33.3K	Hold	400	–	–	﹤0.01%	310
2024 Q2	$32.7K	Sell	400 -1,000	-71%	-$81.4K	﹤0.01%	320
2024 Q1	$114K	Sell	1,400 -328	-19%	-$26.8K	0.02%	195
2023 Q4	$142K	Buy	1,728 +328	+23%	+$26.7K	0.03%	184
2023 Q3	$113K	Hold	1,400	–	–	0.02%	188
2023 Q2	$114K	Hold	1,400	–	–	0.03%	168
2023 Q1	$115K	Sell	1,400 -170	-11%	-$13.9K	0.03%	170
2022 Q4	$127K	Buy	+1,570	New	+$127K	0.03%	184

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

Y.D. More Investments's SHY Position: Q2 2026 in Review

Y.D. More Investments reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 50% in Q2 2026, selling an estimated $16.4K and leaving 200 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #374.

Y.D. More Investments first reported a position in SHY in Q4 2022 and has held it in 15 quarters since. The position peaked at $142K in Q4 2023. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Y.D. More Investments held 200 shares of iShares 1-3 Year Treasury Bond ETF worth $16.4K as of Q2 2026.
Y.D. More Investments sold 200 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $16.4K.
iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of Y.D. More Investments's portfolio in Q2 2026, its #374 holding.
Y.D. More Investments first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
Y.D. More Investments's iShares 1-3 Year Treasury Bond ETF position peaked at $142K in Q4 2023.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Y.D. More Investments's 13F filing for Q2 2026, filed 5 Aug 2026.