Broyhill Asset Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Broyhill Asset Management’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	$6.75M	Sell	81,724 -20,993	-20%	-$1.74M	6.24%	1
2025 Q4	$8.51M	Buy	102,717 +21,509	+26%	+$1.78M	7.49%	1
2025 Q3	$6.74M	Sell	81,208 -37,515	-32%	-$3.1M	5.9%	1
2025 Q2	$9.84M	Sell	118,723 -15,302	-11%	-$1.26M	8.94%	1
2025 Q1	$11.1M	Buy	134,025 +10,139	+8%	+$834K	9.02%	1
2024 Q4	$10.2M	Buy	+123,886	New	+$10.2M	8.95%	1

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

Broyhill Asset Management's SHY Position: Q1 2026 in Review

Broyhill Asset Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 20% in Q1 2026, selling an estimated $1.74M and leaving 81,724 shares worth $6.75M. The position accounts for 6.24% of the portfolio, ranked #1.

Broyhill Asset Management first reported a position in SHY in Q4 2024 and has held it in 6 quarters since. The position peaked at $11.1M in Q1 2025. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Broyhill Asset Management held 81,724 shares of iShares 1-3 Year Treasury Bond ETF worth $6.75M as of Q1 2026.
Broyhill Asset Management sold 20,993 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.74M.
iShares 1-3 Year Treasury Bond ETF made up 6.24% of Broyhill Asset Management's portfolio in Q1 2026, its #1 holding.
Broyhill Asset Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
Broyhill Asset Management's iShares 1-3 Year Treasury Bond ETF position peaked at $11.1M in Q1 2025.
1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Broyhill Asset Management's 13F filing for Q1 2026, filed 6 May 2026.