Bank of Montreal’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 | $303M | Buy |
3,667,773
+319,708
| +10% | +$26.5M | 0.11% | 158 |
|
|
2025
Q4 | $277M | Sell |
3,348,065
-101,150
| -3% | -$8.38M | 0.1% | 168 |
|
|
2025
Q3 | $286M | Sell |
3,449,215
-99,442
| -3% | -$8.22M | 0.11% | 147 |
|
|
2025
Q2 | $294M | Sell |
3,548,657
-107,644
| -3% | -$8.89M | 0.14% | 124 |
|
|
2025
Q1 | $302M | Sell |
3,656,301
-1,526,390
| -29% | -$126M | 0.15% | 122 |
|
|
2024
Q4 | $425M | Buy |
5,182,691
+47,346
| +0.9% | +$3.89M | 0.2% | 99 |
|
|
2024
Q3 | $428M | Buy |
5,135,345
+41,969
| +0.8% | +$3.46M | 0.19% | 97 |
|
|
2024
Q2 | $417M | Sell |
5,093,376
-57,821
| -1% | -$4.7M | 0.12% | 101 |
|
|
2024
Q1 | $422M | Sell |
5,151,197
-181,364
| -3% | -$14.8M | 0.13% | 102 |
|
|
2023
Q4 | $438M | Sell |
5,332,561
-837,427
| -14% | -$68.1M | 0.13% | 94 |
|
|
2023
Q3 | $499M | Buy |
6,169,988
+177,201
| +3% | +$14.3M | 0.17% | 77 |
|
|
2023
Q2 | $488M | Buy |
5,992,787
+381,183
| +7% | +$31.2M | 0.17% | 73 |
|
|
2023
Q1 | $461M | Buy |
5,611,604
+299,318
| +6% | +$24.4M | 0.18% | 78 |
|
|
2022
Q4 | $432M | Buy |
5,312,286
+1,641,694
| +45% | +$133M | 0.19% | 77 |
|
|
2022
Q3 | $302K | Buy |
3,670,592
+620,933
| +20% | +$51.1M | 0.13% | 102 |
|
|
2022
Q2 | $253K | Buy |
3,049,659
+2,908,258
| +2,057% | +$241M | 0.12% | 123 |
|
|
2022
Q1 | $12M | Sell |
141,401
-39,809
| -22% | -$3.36M | 0.01% | 1067 |
|
|
2021
Q4 | $15.5M | Buy |
181,210
+50,532
| +39% | +$4.33M | 0.01% | 829 |
|
|
2021
Q3 | $11.3M | Sell |
130,678
-82,599
| -39% | -$7.12M | 0.01% | 1213 |
|
|
2021
Q2 | $18.4M | Buy |
213,277
+87,533
| +70% | +$7.55M | 0.01% | 940 |
|
|
2021
Q1 | $10.8M | Buy |
125,744
+72,444
| +136% | +$6.25M | 0.01% | 972 |
|
|
2020
Q4 | $4.6M | Sell |
53,300
-103,845
| -66% | -$8.97M | ﹤0.01% | 1438 |
|
|
2020
Q3 | $13.6M | Sell |
157,145
-355,960
| -69% | -$30.8M | 0.01% | 723 |
|
|
2020
Q2 | $44.4M | Buy |
513,105
+44,413
| +9% | +$3.85M | 0.04% | 353 |
|
|
2020
Q1 | $40.6M | Buy |
468,692
+334,980
| +251% | +$28.6M | 0.05% | 316 |
|
|
2019
Q4 | $11.3M | Sell |
133,712
-222,536
| -62% | -$18.9M | 0.01% | 920 |
|
|
2019
Q3 | $30.2M | Sell |
356,248
-480,388
| -57% | -$40.7M | 0.03% | 497 |
|
|
2019
Q2 | $70.9M | Buy |
836,636
+136,890
| +20% | +$11.5M | 0.06% | 275 |
|
|
2019
Q1 | $58.9M | Sell |
699,746
-76,065
| -10% | -$6.37M | 0.05% | 306 |
|
|
2018
Q4 | $64.9M | Buy |
775,811
+690,249
| +807% | +$57.4M | 0.06% | 265 |
|
|
2018
Q3 | $7.11M | Buy |
85,562
+26,870
| +46% | +$2.24M | 0.01% | 1032 |
|
|
2018
Q2 | $4.89M | Sell |
58,692
-34,896
| -37% | -$2.91M | ﹤0.01% | 1179 |
|
|
2018
Q1 | $7.82M | Sell |
93,588
-195,723
| -68% | -$16.4M | 0.01% | 952 |
|
|
2017
Q4 | $24.3M | Sell |
289,311
-53,860
| -16% | -$4.53M | 0.02% | 561 |
|
|
2017
Q3 | $29M | Buy |
343,171
+49,607
| +17% | +$4.19M | 0.03% | 483 |
|
|
2017
Q2 | $24.8M | Sell |
293,564
-21,687
| -7% | -$1.83M | 0.02% | 529 |
|
|
2017
Q1 | $26.6M | Buy |
315,251
+223,945
| +245% | +$18.9M | 0.03% | 483 |
|
|
2016
Q4 | $7.71M | Buy |
91,306
+7,178
| +9% | +$608K | 0.01% | 901 |
|
|
2016
Q3 | $7.16M | Sell |
84,128
-25,009
| -23% | -$2.13M | 0.01% | 955 |
|
|
2016
Q2 | $9.31M | Sell |
109,137
-142,478
| -57% | -$12.1M | 0.01% | 834 |
|
|
2016
Q1 | $21.4M | Buy |
251,615
+172,129
| +217% | +$14.6M | 0.02% | 469 |
|
|
2015
Q4 | $6.71M | Sell |
79,486
-46,519
| -37% | -$3.94M | 0.01% | 892 |
|
|
2015
Q3 | $10.7M | Buy |
126,005
+31,796
| +34% | +$2.7M | 0.01% | 682 |
|
|
2015
Q2 | $7.99M | Sell |
94,209
-32,089
| -25% | -$2.72M | 0.01% | 912 |
|
|
2015
Q1 | $10.7M | Buy |
126,298
+74,351
| +143% | +$6.3M | 0.01% | 768 |
|
|
2014
Q4 | $4.39M | Sell |
51,947
-40,081
| -44% | -$3.39M | 0.01% | 1083 |
|
|
2014
Q3 | $7.78M | Buy |
92,028
+20,467
| +29% | +$1.73M | 0.01% | 909 |
|
|
2014
Q2 | $6.05M | Buy |
71,561
+29,146
| +69% | +$2.46M | 0.01% | 1017 |
|
|
2014
Q1 | $3.58M | Sell |
42,415
-9,519
| -18% | -$804K | ﹤0.01% | 1065 |
|
|
2013
Q4 | $4.38M | Sell |
51,934
-4,345
| -8% | -$367K | 0.01% | 877 |
|
|
2013
Q3 | $4.75M | Buy |
56,279
+36,202
| +180% | +$3.05M | 0.01% | 805 |
|
|
2013
Q2 | $1.69M | Buy |
+20,077
| New | +$1.69M | ﹤0.01% | 1172 |
|
Other funds holding SHY
Bank of Montreal's SHY Position: Q1 2026 in Review
Bank of Montreal increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 9.5% in Q1 2026, buying an estimated $26.5M and bringing the position to 3,667,773 shares worth $303M. The position accounts for 0.11% of the portfolio, ranked #158.
Bank of Montreal first reported a position in SHY in Q2 2013 and has held it in 52 quarters since. The position peaked at $499M in Q3 2023. 1,218 funds tracked by Wall St. Rank hold SHY as of Q1 2026.
- Bank of Montreal held 3,667,773 shares of iShares 1-3 Year Treasury Bond ETF worth $303M as of Q1 2026.
- Bank of Montreal bought 319,708 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $26.5M.
- iShares 1-3 Year Treasury Bond ETF made up 0.11% of Bank of Montreal's portfolio in Q1 2026, its #158 holding.
- Bank of Montreal first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and has held it in 52 quarters since.
- Bank of Montreal's iShares 1-3 Year Treasury Bond ETF position peaked at $499M in Q3 2023.
- 1,218 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.
Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.