Caitlin John’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Caitlin John’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	$53.8K	Sell	652 -200	-23%	-$16.6K	0.03%	302
2025 Q4	$70.6K	Sell	852 -19	-2%	-$1.57K	0.05%	263
2025 Q3	$72.3K	Buy	+871	New	+$72K	0.05%	221
2025 Q1	–	Sell	-899	Closed	-$73.7K	–	668
2024 Q4	$73.7K	Sell	899 -52	-5%	-$4.28K	0.05%	195
2024 Q3	$78K	Sell	951 -243	-20%	-$20K	0.05%	193
2024 Q2	$97.5K	Buy	1,194 +595	+99%	+$48.4K	0.07%	169
2024 Q1	$49K	Buy	599 +466	+350%	+$38.1K	0.04%	238
2023 Q4	$10.9K	Buy	+133	New	+$10.8K	0.01%	427

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

Caitlin John's SHY Position: Q1 2026 in Review

Caitlin John reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 23% in Q1 2026, selling an estimated $16.6K and leaving 652 shares worth $53.8K. The position accounts for 0.03% of the portfolio, ranked #302.

Caitlin John first reported a position in SHY in Q4 2023 and has held it in 8 quarters since. The position peaked at $97.5K in Q2 2024. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Caitlin John held 652 shares of iShares 1-3 Year Treasury Bond ETF worth $53.8K as of Q1 2026.
Caitlin John sold 200 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $16.6K.
iShares 1-3 Year Treasury Bond ETF made up 0.03% of Caitlin John's portfolio in Q1 2026, its #302 holding.
Caitlin John first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and has held it in 8 quarters since.
Caitlin John's iShares 1-3 Year Treasury Bond ETF position peaked at $97.5K in Q2 2024.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.