Alesco Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $934K | Sell |
11,380
-590
| -5% | -$48.5K | 0.02% | 117 |
|
|
2026
Q1 | $988K | Buy |
11,970
+2,840
| +31% | +$235K | 0.03% | 109 |
|
|
2025
Q4 | $756K | Buy |
9,130
+1,850
| +25% | +$153K | 0.02% | 115 |
|
|
2025
Q3 | $604K | Buy |
7,280
+100
| +1% | +$8.27K | 0.02% | 130 |
|
|
2025
Q2 | $595K | Sell |
7,180
-1,190
| -14% | -$98.2K | 0.02% | 125 |
|
|
2025
Q1 | $692K | Hold |
8,370
| – | – | 0.02% | 107 |
|
|
2024
Q4 | $686K | Buy |
8,370
+260
| +3% | +$21.4K | 0.02% | 108 |
|
|
2024
Q3 | $674K | Buy |
8,110
+390
| +5% | +$32.2K | 0.02% | 108 |
|
|
2024
Q2 | $630K | Buy |
7,720
+50
| +0.7% | +$4.07K | 0.02% | 114 |
|
|
2024
Q1 | $627K | Sell |
7,670
-4,895
| -39% | -$401K | 0.02% | 115 |
|
|
2023
Q4 | $1.03M | Hold |
12,565
| – | – | 0.04% | 88 |
|
|
2023
Q3 | $1.02M | Buy |
12,565
+255
| +2% | +$20.6K | 0.04% | 79 |
|
|
2023
Q2 | $998K | Buy |
12,310
+1,635
| +15% | +$134K | 0.04% | 84 |
|
|
2023
Q1 | $877K | Sell |
10,675
-1,820
| -15% | -$148K | 0.03% | 90 |
|
|
2022
Q4 | $1.01M | Buy |
12,495
+5
| +0% | +$406 | 0.04% | 86 |
|
|
2022
Q3 | $1.01M | Hold |
12,490
| – | – | 0.04% | 77 |
|
|
2022
Q2 | $1.03M | Sell |
12,490
-600
| -5% | -$49.8K | 0.04% | 76 |
|
|
2022
Q1 | $1.09M | Sell |
13,090
-125
| -0.9% | -$10.6K | 0.04% | 78 |
|
|
2021
Q4 | $1.13M | Buy |
13,215
+300
| +2% | +$25.7K | 0.04% | 72 |
|
|
2021
Q3 | $1.11M | Buy |
12,915
+720
| +6% | +$62.1K | 0.04% | 68 |
|
|
2021
Q2 | $1.05M | Sell |
12,195
-130
| -1% | -$11.2K | 0.04% | 72 |
|
|
2021
Q1 | $1.06M | Hold |
12,325
| – | – | 0.04% | 69 |
|
|
2020
Q4 | $1.06M | Sell |
12,325
-50
| -0.4% | -$4.32K | 0.04% | 65 |
|
|
2020
Q3 | $1.07M | Sell |
12,375
-415
| -3% | -$35.9K | 0.05% | 62 |
|
|
2020
Q2 | $1.11M | Sell |
12,790
-10,444
| -45% | -$905K | 0.05% | 58 |
|
|
2020
Q1 | $2.01M | Sell |
23,234
-1,142
| -5% | -$97.5K | 0.12% | 42 |
|
|
2019
Q4 | $2.06M | Sell |
24,376
-2,295
| -9% | -$194K | 0.11% | 45 |
|
|
2019
Q3 | $2.26M | Sell |
26,671
-15,583
| -37% | -$1.32M | 0.13% | 42 |
|
|
2019
Q2 | $3.58M | Buy |
42,254
+493
| +1% | +$41.5K | 0.19% | 35 |
|
|
2019
Q1 | $3.51M | Buy |
41,761
+382
| +0.9% | +$32K | 0.19% | 36 |
|
|
2018
Q4 | $3.46M | Buy |
41,379
+13,314
| +47% | +$1.11M | 0.21% | 35 |
|
|
2018
Q3 | $2.33M | Buy |
28,065
+1,900
| +7% | +$158K | 0.13% | 40 |
|
|
2018
Q2 | $2.18M | Sell |
26,165
-320
| -1% | -$26.7K | 0.12% | 40 |
|
|
2018
Q1 | $2.21M | Buy |
26,485
+380
| +1% | +$31.8K | 0.13% | 39 |
|
|
2017
Q4 | $2.19M | Buy |
26,105
+9,675
| +59% | +$814K | 0.13% | 40 |
|
|
2017
Q3 | $1.39M | Sell |
16,430
-2,380
| -13% | -$201K | 0.09% | 58 |
|
|
2017
Q2 | $1.59M | Buy |
18,810
+300
| +2% | +$25.4K | 0.1% | 42 |
|
|
2017
Q1 | $1.56M | Buy |
18,510
+1,435
| +8% | +$121K | 0.11% | 47 |
|
|
2016
Q4 | $1.44M | Sell |
17,075
-2,525
| -13% | -$214K | 0.11% | 51 |
|
|
2016
Q3 | $1.67M | Sell |
19,600
-350
| -2% | -$29.8K | 0.13% | 47 |
|
|
2016
Q2 | $1.7M | Buy |
19,950
+225
| +1% | +$19.1K | 0.14% | 46 |
|
|
2016
Q1 | $1.68M | Buy |
19,725
+3,775
| +24% | +$320K | 0.15% | 45 |
|
|
2015
Q4 | $1.35M | Sell |
15,950
-2,900
| -15% | -$246K | 0.12% | 54 |
|
|
2015
Q3 | $1.6M | Buy |
18,850
+2,205
| +13% | +$187K | 0.15% | 51 |
|
|
2015
Q2 | $1.41M | Sell |
16,645
-1,015
| -6% | -$86.1K | 0.13% | 54 |
|
|
2015
Q1 | $1.5M | Buy |
17,660
+200
| +1% | +$16.9K | 0.14% | 49 |
|
|
2014
Q4 | $1.47M | Buy |
17,460
+400
| +2% | +$33.9K | 0.14% | 53 |
|
|
2014
Q3 | $1.44M | Buy |
17,060
+960
| +6% | +$81.1K | 0.14% | 51 |
|
|
2014
Q2 | $1.36M | Buy |
16,100
+350
| +2% | +$29.6K | 0.14% | 52 |
|
|
2014
Q1 | $1.33M | Buy |
15,750
+550
| +4% | +$46.5K | 0.14% | 51 |
|
|
2013
Q4 | $1.28M | Buy |
15,200
+700
| +5% | +$59.1K | 0.14% | 51 |
|
|
2013
Q3 | $1.23M | Sell |
14,500
-750
| -5% | -$63.2K | 0.14% | 45 |
|
|
2013
Q2 | $1.28M | Buy |
+15,250
| New | +$1.29M | 0.16% | 47 |
|
Other funds holding SHY
AG
ST
Alesco Advisors's SHY Position: Q2 2026 in Review
Alesco Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 4.9% in Q2 2026, selling an estimated $48.5K and leaving 11,380 shares worth $934K. The position accounts for 0.02% of the portfolio, ranked #117.
Alesco Advisors first reported a position in SHY in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.58M in Q2 2019. 818 funds tracked by Wall St. Rank hold SHY as of Q2 2026.
- Alesco Advisors held 11,380 shares of iShares 1-3 Year Treasury Bond ETF worth $934K as of Q2 2026.
- Alesco Advisors sold 590 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $48.5K.
- iShares 1-3 Year Treasury Bond ETF made up 0.02% of Alesco Advisors's portfolio in Q2 2026, its #117 holding.
- Alesco Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and has held it in 53 quarters since.
- Alesco Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $3.58M in Q2 2019.
- 818 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.
Based on Alesco Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.