Atlantic Union Bankshares’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Atlantic Union Bankshares’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	$75K	Hold	908	–	–	﹤0.01%	817
2025 Q4	$75.2K	Hold	908	–	–	﹤0.01%	818
2025 Q3	$75.3K	Hold	908	–	–	﹤0.01%	826
2025 Q2	$75.2K	Buy	+908	New	+$75K	﹤0.01%	603
2025 Q1	–	Sell	-2,736	Closed	-$224K	–	320
2024 Q4	$224K	Sell	2,736 -416	-13%	-$34.2K	0.01%	296
2024 Q3	$262K	Sell	3,152 -1,553	-33%	-$128K	0.02%	286
2024 Q2	$384K	Buy	+4,705	New	+$383K	0.02%	254

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

Atlantic Union Bankshares's SHY Position: Q1 2026 in Review

Atlantic Union Bankshares held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q1 2026 at 908 shares worth $75K. The position accounts for ﹤0.01% of the portfolio, ranked #817.

Atlantic Union Bankshares first reported a position in SHY in Q2 2024 and has held it in 7 quarters since. The position peaked at $384K in Q2 2024. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Atlantic Union Bankshares held 908 shares of iShares 1-3 Year Treasury Bond ETF worth $75K as of Q1 2026.
Atlantic Union Bankshares left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q1 2026, its #817 holding.
Atlantic Union Bankshares first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2024 and has held it in 7 quarters since.
Atlantic Union Bankshares's iShares 1-3 Year Treasury Bond ETF position peaked at $384K in Q2 2024.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Atlantic Union Bankshares's 13F filing for Q1 2026, filed 12 May 2026.