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 Q2	$92.2K	Buy	1,123 +215	+24%	+$17.7K	﹤0.01%	804
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 $1.89T 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

Atlantic Union Bankshares's SHY Position: Q2 2026 in Review

Atlantic Union Bankshares increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 24% in Q2 2026, buying an estimated $17.7K and bringing the position to 1,123 shares worth $92.2K. The position accounts for ﹤0.01% of the portfolio, ranked #804.

Atlantic Union Bankshares first reported a position in SHY in Q2 2024 and has held it in 8 quarters since. The position peaked at $384K in Q2 2024. 1,214 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Atlantic Union Bankshares held 1,123 shares of iShares 1-3 Year Treasury Bond ETF worth $92.2K as of Q2 2026.
Atlantic Union Bankshares bought 215 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $17.7K.
iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #804 holding.
Atlantic Union Bankshares first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2024 and has held it in 8 quarters since.
Atlantic Union Bankshares's iShares 1-3 Year Treasury Bond ETF position peaked at $384K in Q2 2024.
1,214 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.