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

Advisory Research’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 Q1	–	Sell	-11,154	Closed	-$924K	–	152
2025 Q4	$924K	Sell	11,154 -17	-0.2%	-$1.41K	0.12%	116
2025 Q3	$927K	Hold	11,171	–	–	0.12%	111
2025 Q2	$926K	Hold	11,171	–	–	0.14%	108
2025 Q1	$924K	Sell	11,171 -355	-3%	-$29.2K	0.16%	109
2024 Q4	$945K	Buy	11,526 +195	+2%	+$16K	0.16%	113
2024 Q3	$942K	Buy	11,331 +1,541	+16%	+$127K	0.17%	109
2024 Q2	$799K	Buy	9,790 +2,865	+41%	+$233K	0.15%	116
2024 Q1	$566K	Buy	6,925 +3,980	+135%	+$326K	0.11%	126
2023 Q4	$242K	Buy	2,945 +30	+1%	+$2.44K	0.04%	307
2023 Q3	$236K	Buy	2,915 +270	+10%	+$21.9K	0.03%	406
2023 Q2	$214K	Buy	+2,645	New	+$216K	0.03%	423

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Advisory Research's SHY Position: Q1 2026 in Review

Advisory Research sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2026, closing a stake of 11,154 shares — an estimated $924K sold.

Advisory Research first reported a position in SHY in Q2 2023 and held it in 11 quarters. The position peaked at $945K in Q4 2024. 1,220 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Advisory Research reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Advisory Research sold 11,154 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $924K.
Advisory Research first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2023 and held it in 11 quarters.
Advisory Research's iShares 1-3 Year Treasury Bond ETF position peaked at $945K in Q4 2024.
1,220 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Advisory Research's 13F filing for Q1 2026, filed 14 May 2026.