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Castleview Partners’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Castleview Partners’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 		$461K Sell
5,583
-857
-13% -$70.9K 0.24% 102
2025
Q4 		$533K Sell
6,440
-563
-8% -$46.7K 0.26% 87
2025
Q3 		$581K Buy
7,003
+2,524
+56% +$209K 0.32% 68
2025
Q2 		$371K Buy
4,479
+1,490
+50% +$123K 0.24% 103
2025
Q1 		$247K Sell
2,989
-12,412
-81% -$1.02M 0.17% 147
2024
Q4 		$1.26M Sell
15,401
-2,272
-13% -$187K 0.68% 31
2024
Q3 		$1.47M Buy
17,673
+2,696
+18% +$222K 0.85% 22
2024
Q2 		$1.22M Sell
14,977
-973
-6% -$79.2K 0.7% 29
2024
Q1 		$1.3M Sell
15,950
-3,992
-20% -$327K 0.73% 24
2023
Q4 		$1.64M Buy
19,942
+12,021
+152% +$977K 1.15% 13
2023
Q3 		$641K Buy
7,921
+3,045
+62% +$247K 0.59% 31
2023
Q2 		$395K Buy
4,876
+175
+4% +$14.3K 0.36% 60
2023
Q1 		$386K Sell
4,701
-69
-1% -$5.63K 0.34% 70
2022
Q4 		$387K Buy
4,770
+241
+5% +$19.6K 0.38% 66
2022
Q3 		$368K Buy
4,529
+4,491
+11,818% +$370K 0.35% 65
2022
Q2 		$8.6K Sell
38
-420
-92% -$34.8K 0.01% 477
2022
Q1 		$38K Sell
458
-165,239
-100% -$14M 0.02% 378
2021
Q4 		$1.94K Buy
+165,697
New +$14.2M 0.02% 289

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

Castleview Partners's SHY Position: Q1 2026 in Review

Castleview Partners reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 13% in Q1 2026, selling an estimated $70.9K and leaving 5,583 shares worth $461K. The position accounts for 0.24% of the portfolio, ranked #102.

Castleview Partners first reported a position in SHY in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.64M in Q4 2023. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Castleview Partners held 5,583 shares of iShares 1-3 Year Treasury Bond ETF worth $461K as of Q1 2026.
  • Castleview Partners sold 857 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $70.9K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.24% of Castleview Partners's portfolio in Q1 2026, its #102 holding.
  • Castleview Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Castleview Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $1.64M in Q4 2023.
  • 1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Castleview Partners's 13F filing for Q1 2026, filed 1 May 2026.