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BFSG LLC’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

BFSG LLC’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 		$3.67M Buy
44,471
+3,542
+9% +$293K 0.35% 90
2025
Q4 		$3.39M Buy
40,929
+1,327
+3% +$110K 0.33% 98
2025
Q3 		$3.29M Buy
39,602
+5,789
+17% +$479K 0.32% 104
2025
Q2 		$2.8M Buy
33,813
+2,932
+9% +$242K 0.31% 102
2025
Q1 		$2.55M Buy
30,881
+117
+0.4% +$9.62K 0.31% 102
2024
Q4 		$2.52M Sell
30,764
-1,405
-4% -$116K 0.29% 108
2024
Q3 		$2.67M Buy
32,169
+24,634
+327% +$2.03M 0.31% 103
2024
Q2 		$615K Sell
7,535
-550
-7% -$44.7K 0.08% 170
2024
Q1 		$661K Sell
8,085
-137
-2% -$11.2K 0.09% 164
2023
Q4 		$675K Sell
8,222
-185
-2% -$15K 0.1% 161
2023
Q3 		$681K Sell
8,407
-310
-4% -$25.1K 0.11% 156
2023
Q2 		$707K Sell
8,717
-5,454
-38% -$446K 0.12% 166
2023
Q1 		$1.16M Sell
14,171
-180
-1% -$14.7K 0.21% 114
2022
Q4 		$1.17M Sell
14,351
-14,075
-50% -$1.14M 0.23% 111
2022
Q3 		$2.31M Sell
28,426
-3,748
-12% -$308K 0.49% 75
2022
Q2 		$2.66M Sell
32,174
-2,150
-6% -$178K 0.48% 75
2022
Q1 		$2.86M Sell
34,324
-31,986
-48% -$2.7M 0.45% 69
2021
Q4 		$5.67M Buy
66,310
+3,478
+6% +$298K 0.79% 39
2021
Q3 		$5.41M Sell
62,832
-3,482
-5% -$300K 0.83% 39
2021
Q2 		$5.71M Sell
66,314
-5,155
-7% -$445K 1.03% 33
2021
Q1 		$6.16M Sell
71,469
-19,790
-22% -$1.71M 1% 30
2020
Q4 		$7.88M Sell
91,259
-19,450
-18% -$1.68M 1.31% 23
2020
Q3 		$9.58M Sell
110,709
-45,079
-29% -$3.9M 1.78% 13
2020
Q2 		$13.5M Sell
155,788
-20,994
-12% -$1.82M 2.91% 3
2020
Q1 		$15.3M Buy
176,782
+1,417
+0.8% +$121K 3.93% 2
2019
Q4 		$14.8M Buy
175,365
+9,903
+6% +$839K 2.8% 2
2019
Q3 		$14M Buy
165,462
+14,388
+10% +$1.22M 3.11% 2
2019
Q2 		$12.8M Buy
151,074
+4,325
+3% +$364K 5% 2
2019
Q1 		$12.3M Buy
146,749
+12,015
+9% +$1.01M 4.62% 1
2018
Q4 		$11.3M Buy
+134,734
New +$11.2M 5.12% 1

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

BFSG LLC's SHY Position: Q1 2026 in Review

BFSG LLC increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 8.7% in Q1 2026, buying an estimated $293K and bringing the position to 44,471 shares worth $3.67M. The position accounts for 0.35% of the portfolio, ranked #90.

BFSG LLC first reported a position in SHY in Q4 2018 and has held it in 30 quarters since. The position peaked at $15.3M in Q1 2020. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • BFSG LLC held 44,471 shares of iShares 1-3 Year Treasury Bond ETF worth $3.67M as of Q1 2026.
  • BFSG LLC bought 3,542 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $293K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.35% of BFSG LLC's portfolio in Q1 2026, its #90 holding.
  • BFSG LLC first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and has held it in 30 quarters since.
  • BFSG LLC's iShares 1-3 Year Treasury Bond ETF position peaked at $15.3M in Q1 2020.
  • 1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on BFSG LLC's 13F filing for Q1 2026, filed 29 Apr 2026.