American Trust’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

American Trust’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	$402K	Sell	4,867 -163	-3%	-$13.5K	0.04%	183
2025 Q4	$417K	Sell	5,030 -615	-11%	-$51K	0.04%	198
2025 Q3	$468K	Buy	5,645 +1,592	+39%	+$132K	0.04%	186
2025 Q2	$336K	Buy	+4,053	New	+$335K	0.03%	203
2025 Q1	–	Sell	-3,298	Closed	-$270K	–	268
2024 Q4	$270K	Buy	+3,298	New	+$271K	0.02%	242
2023 Q1	–	Sell	-20,472	Closed	-$1.66M	–	483
2022 Q4	$1.66M	Sell	20,472 -5,325	-21%	-$432K	0.15%	105
2022 Q3	$2.1M	Buy	25,797 +1,384	+6%	+$114K	0.18%	92
2022 Q2	$1.53M	Buy	24,413 +21,083	+633%	+$1.75M	0.12%	109
2022 Q1	$278K	Buy	+3,330	New	+$281K	0.02%	365

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

American Trust's SHY Position: Q1 2026 in Review

American Trust reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 3.2% in Q1 2026, selling an estimated $13.5K and leaving 4,867 shares worth $402K. The position accounts for 0.04% of the portfolio, ranked #183.

American Trust first reported a position in SHY in Q1 2022 and has held it in 9 quarters since. The position peaked at $2.1M in Q3 2022. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

American Trust held 4,867 shares of iShares 1-3 Year Treasury Bond ETF worth $402K as of Q1 2026.
American Trust sold 163 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $13.5K.
iShares 1-3 Year Treasury Bond ETF made up 0.04% of American Trust's portfolio in Q1 2026, its #183 holding.
American Trust first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2022 and has held it in 9 quarters since.
American Trust's iShares 1-3 Year Treasury Bond ETF position peaked at $2.1M in Q3 2022.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on American Trust's 13F filing for Q1 2026, filed 1 May 2026.