BankPlus Trust Department’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

BankPlus Trust Department’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	$466K	Sell	5,641 -126	-2%	-$10.4K	0.12%	124
2025 Q4	$478K	Buy	5,767 +216	+4%	+$17.9K	0.12%	120
2025 Q3	$461K	Hold	5,551	–	–	0.12%	121
2025 Q2	$460K	Hold	5,551	–	–	0.14%	115
2025 Q1	$459K	Buy	5,551 +3,445	+164%	+$283K	0.15%	103
2024 Q4	$173K	Buy	+2,106	New	+$173K	0.06%	152

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

BankPlus Trust Department's SHY Position: Q1 2026 in Review

BankPlus Trust Department reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 2.2% in Q1 2026, selling an estimated $10.4K and leaving 5,641 shares worth $466K. The position accounts for 0.12% of the portfolio, ranked #124.

BankPlus Trust Department first reported a position in SHY in Q4 2024 and has held it in 6 quarters since. The position peaked at $478K in Q4 2025. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

BankPlus Trust Department held 5,641 shares of iShares 1-3 Year Treasury Bond ETF worth $466K as of Q1 2026.
BankPlus Trust Department sold 126 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $10.4K.
iShares 1-3 Year Treasury Bond ETF made up 0.12% of BankPlus Trust Department's portfolio in Q1 2026, its #124 holding.
BankPlus Trust Department first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
BankPlus Trust Department's iShares 1-3 Year Treasury Bond ETF position peaked at $478K 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 BankPlus Trust Department's 13F filing for Q1 2026, filed 11 May 2026.