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 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 $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Alternative Investment Advisors's SHY Position: Q1 2026 in Review

Alternative Investment Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 8.8% in Q1 2026, selling an estimated $42.4K and leaving 5,329 shares worth $440K. The position accounts for 0.19% of the portfolio, ranked #37.

Alternative Investment Advisors first reported a position in SHY in Q3 2023 and has held it in 9 quarters since. The position peaked at $723K in Q3 2024. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Alternative Investment Advisors held 5,329 shares of iShares 1-3 Year Treasury Bond ETF worth $440K as of Q1 2026.
Alternative Investment Advisors sold 512 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $42.4K.
iShares 1-3 Year Treasury Bond ETF made up 0.19% of Alternative Investment Advisors's portfolio in Q1 2026, its #37 holding.
Alternative Investment Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2023 and has held it in 9 quarters since.
Alternative Investment Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $723K in Q3 2024.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Alternative Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.