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Bleakley Financial Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Bleakley Financial Group’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
Q2 		$71.5M Sell
870,227
-13,171
-1% -$1.08M 0.91% 21
2026
Q1 		$72.9M Sell
883,398
-9,291
-1% -$769K 1.14% 18
2025
Q4 		$73.9M Buy
892,689
+155,812
+21% +$12.9M 1.28% 17
2025
Q3 		$61.1M Sell
736,877
-14,508
-2% -$1.2M 1.42% 13
2025
Q2 		$62.3M Buy
751,385
+210,463
+39% +$17.4M 1.58% 12
2025
Q1 		$44.8M Sell
540,922
-7,233
-1% -$595K 1.44% 14
2024
Q4 		$44.9M Sell
548,155
-18,105
-3% -$1.49M 1.35% 14
2024
Q3 		$47.1M Sell
566,260
-77,524
-12% -$6.4M 1.44% 14
2024
Q2 		$52.6M Sell
643,784
-68,848
-10% -$5.6M 1.52% 13
2024
Q1 		$58.3M Sell
712,632
-1,378
-0.2% -$113K 1.69% 11
2023
Q4 		$58.6M Sell
714,010
-9,609
-1% -$781K 1.86% 10
2023
Q3 		$58.6M Sell
723,619
-14,223
-2% -$1.15M 2.07% 9
2023
Q2 		$59.8M Buy
737,842
+10,056
+1% +$822K 1.87% 9
2023
Q1 		$59.8M Buy
727,786
+88,885
+14% +$7.25M 2% 10
2022
Q4 		$51.9M Buy
+638,901
New +$51.8M 1.85% 9

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bleakley Financial Group's SHY Position: Q2 2026 in Review

Bleakley Financial Group reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1.5% in Q2 2026, selling an estimated $1.08M and leaving 870,227 shares worth $71.5M. The position accounts for 0.91% of the portfolio, ranked #21.

Bleakley Financial Group first reported a position in SHY in Q4 2022 and has held it in 15 quarters since. The position peaked at $73.9M in Q4 2025. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Bleakley Financial Group held 870,227 shares of iShares 1-3 Year Treasury Bond ETF worth $71.5M as of Q2 2026.
  • Bleakley Financial Group sold 13,171 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.08M.
  • iShares 1-3 Year Treasury Bond ETF made up 0.91% of Bleakley Financial Group's portfolio in Q2 2026, its #21 holding.
  • Bleakley Financial Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Bleakley Financial Group's iShares 1-3 Year Treasury Bond ETF position peaked at $73.9M in Q4 2025.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.