Ancora 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
Q1 | $7.41M | Sell |
89,686
-4,154
| -4% | -$344K | 0.16% | 148 |
|
|
2025
Q4 | $7.77M | Sell |
93,840
-4,297
| -4% | -$356K | 0.16% | 139 |
|
|
2025
Q3 | $8.14M | Sell |
98,137
-7,508
| -7% | -$621K | 0.16% | 127 |
|
|
2025
Q2 | $8.75M | Sell |
105,645
-3,267
| -3% | -$270K | 0.18% | 115 |
|
|
2025
Q1 | $9.01M | Sell |
108,912
-1,020
| -0.9% | -$83.9K | 0.2% | 110 |
|
|
2024
Q4 | $9.01M | Sell |
109,932
-10,187
| -8% | -$837K | 0.2% | 109 |
|
|
2024
Q3 | $9.99M | Sell |
120,119
-2,081
| -2% | -$172K | 0.23% | 95 |
|
|
2024
Q2 | $9.98M | Sell |
122,200
-2,851
| -2% | -$232K | 0.25% | 83 |
|
|
2024
Q1 | $10.2M | Sell |
125,051
-1,001
| -0.8% | -$81.9K | 0.23% | 86 |
|
|
2023
Q4 | $10.3M | Sell |
126,052
-754
| -0.6% | -$61.3K | 0.24% | 79 |
|
|
2023
Q3 | $10.3M | Sell |
126,806
-2,897
| -2% | -$235K | 0.27% | 71 |
|
|
2023
Q2 | $10.5M | Buy |
129,703
+5,766
| +5% | +$471K | 0.28% | 72 |
|
|
2023
Q1 | $10.2M | Buy |
123,937
+4,592
| +4% | +$374K | 0.29% | 68 |
|
|
2022
Q4 | $9.69M | Buy |
119,345
+80,078
| +204% | +$6.5M | 0.28% | 66 |
|
|
2022
Q3 | $3.19M | Buy |
39,267
+26,929
| +218% | +$2.22M | 0.1% | 179 |
|
|
2022
Q2 | $1.02M | Buy |
12,338
+9,215
| +295% | +$764K | 0.03% | 361 |
|
|
2022
Q1 | $260K | Hold |
3,123
| – | – | 0.01% | 725 |
|
|
2021
Q4 | $267K | Sell |
3,123
-1,136
| -27% | -$97.4K | 0.01% | 720 |
|
|
2021
Q3 | $367K | Buy |
4,259
+2,571
| +152% | +$222K | 0.01% | 620 |
|
|
2021
Q2 | $145K | Hold |
1,688
| – | – | ﹤0.01% | 829 |
|
|
2021
Q1 | $146K | Hold |
1,688
| – | – | ﹤0.01% | 786 |
|
|
2020
Q4 | $146K | Sell |
1,688
-59
| -3% | -$5.1K | ﹤0.01% | 674 |
|
|
2020
Q3 | $151K | Sell |
1,747
-200
| -10% | -$17.3K | 0.01% | 648 |
|
|
2020
Q2 | $169K | Sell |
1,947
-26,850
| -93% | -$2.33M | 0.01% | 617 |
|
|
2020
Q1 | $2.5M | Buy |
28,797
+1,500
| +5% | +$128K | 0.12% | 192 |
|
|
2019
Q4 | $2.31M | Buy |
27,297
+3,500
| +15% | +$297K | 0.09% | 229 |
|
|
2019
Q3 | $2.02M | Buy |
23,797
+9,059
| +61% | +$768K | 0.09% | 228 |
|
|
2019
Q2 | $1.25M | Buy |
+14,738
| New | +$1.24M | 0.06% | 257 |
|
|
2018
Q4 | – | Sell |
-738
| Closed | -$61K | – | 1089 |
|
|
2018
Q3 | $61K | Buy |
+738
| New | +$61.4K | ﹤0.01% | 852 |
|
|
2017
Q1 | – | Sell |
-1,080
| Closed | -$91K | – | 1006 |
|
|
2016
Q4 | $91K | Buy |
+1,080
| New | +$91.4K | 0.01% | 674 |
|
|
2014
Q3 | – | Sell |
-2,500
| Closed | -$211K | – | 489 |
|
|
2014
Q2 | $211K | Sell |
2,500
-500
| -17% | -$42.3K | 0.03% | 426 |
|
|
2014
Q1 | $253K | Hold |
3,000
| – | – | 0.04% | 377 |
|
|
2013
Q4 | $253K | Hold |
3,000
| – | – | 0.04% | 357 |
|
|
2013
Q3 | $253K | Hold |
3,000
| – | – | 0.04% | 335 |
|
|
2013
Q2 | $253K | Buy |
+3,000
| New | +$253K | 0.04% | 343 |
|
Other funds holding SHY
Ancora Advisors's SHY Position: Q1 2026 in Review
Ancora Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 4.4% in Q1 2026, selling an estimated $344K and leaving 89,686 shares worth $7.41M. The position accounts for 0.16% of the portfolio, ranked #148.
Ancora Advisors first reported a position in SHY in Q2 2013 and has held it in 35 quarters since. The position peaked at $10.5M in Q2 2023. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.
- Ancora Advisors held 89,686 shares of iShares 1-3 Year Treasury Bond ETF worth $7.41M as of Q1 2026.
- Ancora Advisors sold 4,154 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $344K.
- iShares 1-3 Year Treasury Bond ETF made up 0.16% of Ancora Advisors's portfolio in Q1 2026, its #148 holding.
- Ancora Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and has held it in 35 quarters since.
- Ancora Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $10.5M in Q2 2023.
- 1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.
Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.