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Atomi Financial Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Atomi Financial Group’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 		$3.46M Sell
41,874
-3,124
-7% -$259K 0.11% 151
2025
Q4 		$3.73M Buy
44,998
+579
+1% +$48K 0.11% 146
2025
Q3 		$3.68M Buy
44,419
+3,500
+9% +$289K 0.12% 129
2025
Q2 		$3.39M Buy
40,919
+4,993
+14% +$412K 0.13% 123
2025
Q1 		$2.97M Buy
35,926
+9,246
+35% +$760K 0.14% 120
2024
Q4 		$2.19M Sell
26,680
-1,936
-7% -$159K 0.11% 134
2024
Q3 		$2.38M Sell
28,616
-1,196
-4% -$98.7K 0.15% 114
2024
Q2 		$2.43M Buy
29,812
+7,187
+32% +$585K 0.18% 100
2024
Q1 		$1.85M Buy
22,625
+1,025
+5% +$83.9K 0.17% 120
2023
Q4 		$1.77M Buy
21,600
+423
+2% +$34.4K 0.25% 88
2023
Q3 		$1.71M Sell
21,177
-3,779
-15% -$306K 0.57% 46
2023
Q2 		$2.02M Buy
24,956
+6,550
+36% +$536K 0.92% 16
2023
Q1 		$1.51M Buy
+18,406
New +$1.5M 0.84% 24

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Atomi Financial Group's SHY Position: Q1 2026 in Review

Atomi Financial Group reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 6.9% in Q1 2026, selling an estimated $259K and leaving 41,874 shares worth $3.46M. The position accounts for 0.11% of the portfolio, ranked #151.

Atomi Financial Group first reported a position in SHY in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.73M in Q4 2025. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Atomi Financial Group held 41,874 shares of iShares 1-3 Year Treasury Bond ETF worth $3.46M as of Q1 2026.
  • Atomi Financial Group sold 3,124 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $259K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.11% of Atomi Financial Group's portfolio in Q1 2026, its #151 holding.
  • Atomi Financial Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • Atomi Financial Group's iShares 1-3 Year Treasury Bond ETF position peaked at $3.73M in Q4 2025.
  • 1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.