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Choreo LLC’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Choreo LLC’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 		$1.81M Buy
21,975
+3,136
+17% +$260K 0.02% 422
2025
Q4 		$1.56M Sell
18,839
-2,396
-11% -$199K 0.02% 437
2025
Q3 		$1.76M Sell
21,235
-311
-1% -$25.7K 0.02% 407
2025
Q2 		$1.79M Buy
21,546
+9,536
+79% +$787K 0.02% 397
2025
Q1 		$994K Sell
12,010
-11,885
-50% -$977K 0.02% 557
2024
Q4 		$1.96M Buy
23,895
+894
+4% +$73.5K 0.03% 357
2024
Q3 		$1.91M Sell
23,001
-1,606
-7% -$133K 0.03% 361
2024
Q2 		$2M Buy
24,607
+3,880
+19% +$316K 0.03% 321
2024
Q1 		$1.7M Sell
20,727
-38,832
-65% -$3.18M 0.04% 199
2023
Q4 		$4.89M Buy
59,559
+5,669
+11% +$461K 0.13% 105
2023
Q3 		$4.36M Buy
53,890
+560
+1% +$45.3K 0.15% 84
2023
Q2 		$4.32M Sell
53,330
-4,270
-7% -$349K 0.15% 90
2023
Q1 		$4.73M Buy
+57,600
New +$4.7M 0.17% 86
2016
Q4 		– Sell
-3,536
Closed -$301K – 273
2016
Q3 		$301K Hold
3,536
– – 0.05% 169
2016
Q2 		$302K Hold
3,536
– – 0.06% 150
2016
Q1 		$301K Buy
+3,536
New +$300K 0.06% 146

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

Choreo LLC's SHY Position: Q1 2026 in Review

Choreo LLC increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 17% in Q1 2026, buying an estimated $260K and bringing the position to 21,975 shares worth $1.81M. The position accounts for 0.02% of the portfolio, ranked #422.

Choreo LLC first reported a position in SHY in Q1 2016 and has held it in 16 quarters since. The position peaked at $4.89M in Q4 2023. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Choreo LLC held 21,975 shares of iShares 1-3 Year Treasury Bond ETF worth $1.81M as of Q1 2026.
  • Choreo LLC bought 3,136 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $260K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.02% of Choreo LLC's portfolio in Q1 2026, its #422 holding.
  • Choreo LLC first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2016 and has held it in 16 quarters since.
  • Choreo LLC's iShares 1-3 Year Treasury Bond ETF position peaked at $4.89M 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 Choreo LLC's 13F filing for Q1 2026, filed 13 May 2026.