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YHB Investment Advisors’s Invesco Ultra Short Duration ETF GSY Stock Holding History

YHB Investment Advisors’s Portfolio GSY Stock Details GSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.21M Sell
24,213
-54
-0.2% -$2.71K 0.08% 158
2026
Q1 		$1.22M Buy
24,267
+5,527
+29% +$278K 0.09% 153
2025
Q4 		$942K Sell
18,740
-10,245
-35% -$515K 0.07% 173
2025
Q3 		$1.46M Buy
28,985
+7,615
+36% +$382K 0.11% 136
2025
Q2 		$1.07M Buy
21,370
+1,800
+9% +$90.2K 0.08% 156
2025
Q1 		$981K Buy
19,570
+1,410
+8% +$70.7K 0.08% 152
2024
Q4 		$910K Buy
18,160
+1,320
+8% +$66.2K 0.07% 154
2024
Q3 		$845K Buy
16,840
+940
+6% +$47.1K 0.07% 159
2024
Q2 		$793K Buy
15,900
+2,260
+17% +$113K 0.07% 161
2024
Q1 		$681K Buy
13,640
+1,040
+8% +$51.9K 0.06% 173
2023
Q4 		$628K Sell
12,600
-1,100
-8% -$54.8K 0.06% 171
2023
Q3 		$681K Sell
13,700
-1,120
-8% -$55.7K 0.06% 161
2023
Q2 		$736K Buy
14,820
+670
+5% +$33.3K 0.07% 162
2023
Q1 		$702K Sell
14,150
-1,200
-8% -$59.6K 0.07% 165
2022
Q4 		$759K Sell
15,350
-735
-5% -$36.3K 0.08% 158
2022
Q3 		$794K Sell
16,085
-3,520
-18% -$174K 0.09% 157
2022
Q2 		$971K Sell
19,605
-21,395
-52% -$1.06M 0.1% 150
2022
Q1 		$2.04M Sell
41,000
-6,995
-15% -$350K 0.18% 113
2021
Q4 		$2.41M Buy
47,995
+18,285
+62% +$921K 0.19% 111
2021
Q3 		$1.5M Sell
29,710
-23,000
-44% -$1.16M 0.13% 146
2021
Q2 		$2.66M Sell
52,710
-32,430
-38% -$1.64M 0.23% 108
2021
Q1 		$4.3M Buy
85,140
+17,750
+26% +$897K 0.37% 72
2020
Q4 		$3.41M Buy
67,390
+18,270
+37% +$924K 0.32% 81
2020
Q3 		$2.48M Buy
+49,120
New +$2.48M 0.27% 87

Other funds holding GSY

AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
PA
Prairie Advisory Leawood, Kansas $426M AUM
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
RHP
Royal Harbor Partners Houston, Texas $323M AUM 14.72% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

YHB Investment Advisors's GSY Position: Q2 2026 in Review

YHB Investment Advisors reduced its Invesco Ultra Short Duration ETF (GSY) stake by 0.22% in Q2 2026, selling an estimated $2.71K and leaving 24,213 shares worth $1.21M. The position accounts for 0.08% of the portfolio, ranked #158.

YHB Investment Advisors first reported a position in GSY in Q3 2020 and has held it in 24 quarters since. The position peaked at $4.3M in Q1 2021. 142 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

  • YHB Investment Advisors held 24,213 shares of Invesco Ultra Short Duration ETF worth $1.21M as of Q2 2026.
  • YHB Investment Advisors sold 54 Invesco Ultra Short Duration ETF shares in Q2 2026, an estimated $2.71K.
  • Invesco Ultra Short Duration ETF made up 0.08% of YHB Investment Advisors's portfolio in Q2 2026, its #158 holding.
  • YHB Investment Advisors first reported a position in Invesco Ultra Short Duration ETF in Q3 2020 and has held it in 24 quarters since.
  • YHB Investment Advisors's Invesco Ultra Short Duration ETF position peaked at $4.3M in Q1 2021.
  • 142 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.