Biltmore Family Office’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 | $6.01M | Buy |
72,823
+4,512
| +7% | +$373K | 0.84% | 22 |
|
|
2025
Q4 | $5.66M | Sell |
68,311
-468
| -0.7% | -$38.8K | 0.78% | 28 |
|
|
2025
Q3 | $5.71M | Buy |
68,779
+121
| +0.2% | +$10K | 0.81% | 23 |
|
|
2025
Q2 | $5.69M | Sell |
68,658
-3,156
| -4% | -$261K | 0.96% | 17 |
|
|
2025
Q1 | $5.94M | Sell |
71,814
-963
| -1% | -$79.2K | 1.01% | 15 |
|
|
2024
Q4 | $5.97M | Buy |
72,777
+307
| +0.4% | +$25.2K | 1% | 15 |
|
|
2024
Q3 | $6.03M | Buy |
72,470
+3,146
| +5% | +$260K | 1.03% | 15 |
|
|
2024
Q2 | $5.66M | Sell |
69,324
-13,347
| -16% | -$1.09M | 1.04% | 10 |
|
|
2024
Q1 | $6.76M | Sell |
82,671
-3,394
| -4% | -$278K | 1.33% | 9 |
|
|
2023
Q4 | $7.06M | Buy |
86,065
+19,863
| +30% | +$1.61M | 1.45% | 8 |
|
|
2023
Q3 | $5.36M | Buy |
66,202
+663
| +1% | +$53.7K | 1.22% | 11 |
|
|
2023
Q2 | $5.31M | Buy |
65,539
+5,018
| +8% | +$410K | 1.12% | 11 |
|
|
2023
Q1 | $4.97M | Sell |
60,521
-26,305
| -30% | -$2.14M | 1.05% | 13 |
|
|
2022
Q4 | $7.05M | Buy |
86,826
+51
| +0.1% | +$4.14K | 1.45% | 7 |
|
|
2022
Q3 | $7.05M | Buy |
86,775
+17,165
| +25% | +$1.41M | 1.61% | 7 |
|
|
2022
Q2 | $5.76M | Sell |
69,610
-124,992
| -64% | -$10.4M | 1.44% | 8 |
|
|
2022
Q1 | $16.2M | Sell |
194,602
-36,045
| -16% | -$3.05M | 3.47% | 3 |
|
|
2021
Q4 | $19.7M | Sell |
230,647
-16,852
| -7% | -$1.45M | 3.75% | 3 |
|
|
2021
Q3 | $21.3M | Buy |
247,499
+218,227
| +746% | +$18.8M | 5.15% | 3 |
|
|
2021
Q2 | $2.52M | Sell |
29,272
-7,044
| -19% | -$608K | 0.72% | 21 |
|
|
2021
Q1 | $3.13M | Buy |
36,316
+187
| +0.5% | +$16.1K | 0.98% | 17 |
|
|
2020
Q4 | $3.12M | Buy |
36,129
+14,675
| +68% | +$1.27M | 0.94% | 16 |
|
|
2020
Q3 | $1.86M | Buy |
21,454
+19,037
| +788% | +$1.65M | 1.04% | 23 |
|
|
2020
Q2 | $209K | Buy |
2,417
+1,680
| +228% | +$146K | 0.13% | 133 |
|
|
2020
Q1 | $64K | Sell |
737
-7,118
| -91% | -$608K | 0.04% | 143 |
|
|
2019
Q4 | $665K | Sell |
7,855
-7,753
| -50% | -$657K | 0.27% | 80 |
|
|
2019
Q3 | $1.32M | Sell |
15,608
-9,236
| -37% | -$783K | 0.57% | 50 |
|
|
2019
Q2 | $2.11M | Sell |
24,844
-19,266
| -44% | -$1.62M | 1.14% | 29 |
|
|
2019
Q1 | $3.71M | Buy |
44,110
+2,730
| +7% | +$229K | 1.88% | 14 |
|
|
2018
Q4 | $3.46M | Buy |
41,380
+27,985
| +209% | +$2.33M | 1.95% | 11 |
|
|
2018
Q3 | $1.11M | Buy |
13,395
+7,455
| +126% | +$620K | 0.53% | 56 |
|
|
2018
Q2 | $495K | Buy |
+5,940
| New | +$495K | 0.25% | 87 |
|
|
2018
Q1 | – | Sell |
-4,775
| Closed | -$400K | – | 160 |
|
|
2017
Q4 | $400K | Buy |
+4,775
| New | +$402K | 0.18% | 105 |
|
Other funds holding SHY
Biltmore Family Office's SHY Position: Q1 2026 in Review
Biltmore Family Office increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 6.6% in Q1 2026, buying an estimated $373K and bringing the position to 72,823 shares worth $6.01M. The position accounts for 0.84% of the portfolio, ranked #22.
Biltmore Family Office first reported a position in SHY in Q4 2017 and has held it in 33 quarters since. The position peaked at $21.3M in Q3 2021. 1,218 funds tracked by Wall St. Rank hold SHY as of Q1 2026.
- Biltmore Family Office held 72,823 shares of iShares 1-3 Year Treasury Bond ETF worth $6.01M as of Q1 2026.
- Biltmore Family Office bought 4,512 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $373K.
- iShares 1-3 Year Treasury Bond ETF made up 0.84% of Biltmore Family Office's portfolio in Q1 2026, its #22 holding.
- Biltmore Family Office first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2017 and has held it in 33 quarters since.
- Biltmore Family Office's iShares 1-3 Year Treasury Bond ETF position peaked at $21.3M in Q3 2021.
- 1,218 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.
Based on Biltmore Family Office's 13F filing for Q1 2026, filed 11 May 2026.