Alternative Investment Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Alternative Investment 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	$392K	Sell	4,769 -560	-11%	-$46K	0.15%	39
2026 Q1	$440K	Sell	5,329 -512	-9%	-$42.4K	0.19%	37
2025 Q4	$484K	Sell	5,841 -522	-8%	-$43.3K	0.21%	31
2025 Q3	$528K	Sell	6,363 -572	-8%	-$47.3K	0.24%	28
2025 Q2	$575K	Sell	6,935 -795	-10%	-$65.6K	0.29%	32
2025 Q1	$639K	Sell	7,730 -695	-8%	-$57.2K	0.34%	33
2024 Q4	$691K	Sell	8,425 -266	-3%	-$21.9K	0.36%	31
2024 Q3	$723K	Buy	8,691 +4,410	+103%	+$364K	0.38%	30
2024 Q2	$350K	Buy	+4,281	New	+$348K	0.2%	32
2023 Q4	–	Sell	-2,813	Closed	-$228K	–	54
2023 Q3	$228K	Buy	+2,813	New	+$228K	0.16%	47

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

Alternative Investment Advisors's SHY Position: Q2 2026 in Review

Alternative Investment Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 11% in Q2 2026, selling an estimated $46K and leaving 4,769 shares worth $392K. The position accounts for 0.15% of the portfolio, ranked #39.

Alternative Investment Advisors first reported a position in SHY in Q3 2023 and has held it in 10 quarters since. The position peaked at $723K in Q3 2024. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Alternative Investment Advisors held 4,769 shares of iShares 1-3 Year Treasury Bond ETF worth $392K as of Q2 2026.
Alternative Investment Advisors sold 560 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $46K.
iShares 1-3 Year Treasury Bond ETF made up 0.15% of Alternative Investment Advisors's portfolio in Q2 2026, its #39 holding.
Alternative Investment Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2023 and has held it in 10 quarters since.
Alternative Investment Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $723K in Q3 2024.
1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Alternative Investment Advisors's 13F filing for Q2 2026, filed 31 Aug 2026.