BridgePort Financial Solutions’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

BridgePort Financial Solutions’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	$278K	Buy	+3,361	New	+$278K	0.08%	188

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BridgePort Financial Solutions's SHY Position: Q1 2026 in Review

BridgePort Financial Solutions opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2026: 3,361 shares worth $278K. The stake represents 0.08% of the portfolio and ranks #188 among its holdings.

1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

BridgePort Financial Solutions held 3,361 shares of iShares 1-3 Year Treasury Bond ETF worth $278K as of Q1 2026.
iShares 1-3 Year Treasury Bond ETF was a new BridgePort Financial Solutions position in Q1 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.08% of BridgePort Financial Solutions's portfolio in Q1 2026, its #188 holding.
1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on BridgePort Financial Solutions's 13F filing for Q1 2026, filed 16 Apr 2026.