Claro Advisors
SHY icon

Claro Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Claro Advisors’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
Q3 		$284K Sell
3,497
-150
-4% -$12.3K 0.03% 416
2026
Q2 		$299K Buy
+3,647
New +$300K 0.03% 407
2019
Q1 		– Sell
-852
Closed -$71K – 795
2018
Q4 		$71K Buy
+852
New +$70.8K 0.06% 282

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RPOA Advisors
RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Edge Wealth Management
Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
TFC Financial Management
TFC Financial Management Boston, Massachusetts $893M AUM 15.25% 1-Year Est. Return
Americana Partners
Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

Claro Advisors's SHY Position: Q3 2026 in Review

Claro Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 4.1% in Q3 2026, selling an estimated $12.3K and leaving 3,497 shares worth $284K. The position accounts for 0.03% of the portfolio, ranked #416.

Claro Advisors first reported a position in SHY in Q4 2018 and has held it in 3 quarters since. The position peaked at $299K in Q2 2026. 719 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

  • Claro Advisors held 3,497 shares of iShares 1-3 Year Treasury Bond ETF worth $284K as of Q3 2026.
  • Claro Advisors sold 150 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $12.3K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.03% of Claro Advisors's portfolio in Q3 2026, its #416 holding.
  • Claro Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and has held it in 3 quarters since.
  • Claro Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $299K in Q2 2026.
  • 719 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.