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Bingham Private Wealth’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Bingham Private Wealth’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 		$521K Sell
6,304
-82
-1% -$6.79K 0.41% 74
2025
Q4 		$529K Buy
+6,386
New +$529K 0.46% 69
2025
Q2 		$524K Buy
6,329
+23
+0.4% +$1.9K 0.5% 59
2025
Q1 		$522K Sell
6,306
-28
-0.4% -$2.3K 0.54% 58
2024
Q4 		$519K Buy
+6,334
New +$521K 0.55% 60

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

Bingham Private Wealth's SHY Position: Q1 2026 in Review

Bingham Private Wealth reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1.3% in Q1 2026, selling an estimated $6.79K and leaving 6,304 shares worth $521K. The position accounts for 0.41% of the portfolio, ranked #74.

Bingham Private Wealth first reported a position in SHY in Q4 2024 and has held it in 5 quarters since. The position peaked at $529K in Q4 2025. 1,217 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Bingham Private Wealth held 6,304 shares of iShares 1-3 Year Treasury Bond ETF worth $521K as of Q1 2026.
  • Bingham Private Wealth sold 82 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $6.79K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.41% of Bingham Private Wealth's portfolio in Q1 2026, its #74 holding.
  • Bingham Private Wealth first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 5 quarters since.
  • Bingham Private Wealth's iShares 1-3 Year Treasury Bond ETF position peaked at $529K in Q4 2025.
  • 1,217 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Bingham Private Wealth's 13F filing for Q1 2026, filed 7 May 2026.