BEI
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Benjamin Edwards Inc’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Benjamin Edwards Inc’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 		$1.02M Sell
12,326
-3,935
-24% -$326K 0.01% 755
2025
Q4 		$1.35M Buy
16,261
+3,397
+26% +$282K 0.01% 615
2025
Q3 		$1.07M Sell
12,864
-439
-3% -$36.3K 0.01% 664
2025
Q2 		$1.1M Sell
13,303
-789
-6% -$65.1K 0.01% 599
2025
Q1 		$1.17M Buy
14,092
+3,549
+34% +$292K 0.02% 538
2024
Q4 		$864K Sell
10,543
-472,079
-98% -$38.8M 0.01% 657
2024
Q3 		$40.1M Buy
482,622
+465,820
+2,772% +$38.4M 0.58% 44
2024
Q2 		$1.37M Sell
16,802
-8,719
-34% -$709K 0.26% 104
2024
Q1 		$2.09M Buy
25,521
+23,226
+1,012% +$1.9M 0.41% 70
2023
Q4 		$188K Buy
2,295
+829
+57% +$67.4K 0.04% 329
2023
Q3 		$119K Sell
1,466
-58,870
-98% -$4.77M 0.03% 366
2023
Q2 		$4.89M Sell
60,336
-9,587
-14% -$784K 1.14% 13
2023
Q1 		$5.75M Sell
69,923
-55,082
-44% -$4.49M 1.4% 8
2022
Q4 		$10.1M Buy
125,005
+83,627
+202% +$6.78M 2.67% 1
2022
Q3 		$3.36M Sell
41,378
-829
-2% -$68.2K 1.01% 19
2022
Q2 		$3.49M Buy
42,207
+23,392
+124% +$1.94M 1.03% 20
2022
Q1 		$1.57M Buy
18,815
+16,029
+575% +$1.35M 0.46% 63
2021
Q4 		$238K Buy
+2,786
New +$239K 0.08% 236
2020
Q4 		– Sell
-882
Closed -$76K – 384
2020
Q3 		$76K Sell
882
-25
-3% -$2.16K 0.06% 184
2020
Q2 		$79K Buy
907
+39
+4% +$3.38K 0.07% 168
2020
Q1 		$75K Buy
+868
New +$74.1K 0.08% 150

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

Benjamin Edwards Inc's SHY Position: Q1 2026 in Review

Benjamin Edwards Inc reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 24% in Q1 2026, selling an estimated $326K and leaving 12,326 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #755.

Benjamin Edwards Inc first reported a position in SHY in Q1 2020 and has held it in 21 quarters since. The position peaked at $40.1M in Q3 2024. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Benjamin Edwards Inc held 12,326 shares of iShares 1-3 Year Treasury Bond ETF worth $1.02M as of Q1 2026.
  • Benjamin Edwards Inc sold 3,935 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $326K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.01% of Benjamin Edwards Inc's portfolio in Q1 2026, its #755 holding.
  • Benjamin Edwards Inc first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2020 and has held it in 21 quarters since.
  • Benjamin Edwards Inc's iShares 1-3 Year Treasury Bond ETF position peaked at $40.1M in Q3 2024.
  • 1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.