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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Other funds holding SHY

Claro Advisors's SHY Position: Q2 2026 in Review

Claro Advisors opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026: 3,647 shares worth $299K. The stake represents 0.03% of the portfolio and ranks #407 among its holdings. This is a return to the name: Claro Advisors previously reported a position in SHY as recently as Q4 2018.

Claro Advisors first reported a position in SHY in Q4 2018 and has held it in 2 quarters since. 1,211 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Claro Advisors held 3,647 shares of iShares 1-3 Year Treasury Bond ETF worth $299K as of Q2 2026.
  • iShares 1-3 Year Treasury Bond ETF was a new Claro Advisors position in Q2 2026.
  • iShares 1-3 Year Treasury Bond ETF made up 0.03% of Claro Advisors's portfolio in Q2 2026, its #407 holding.
  • Claro Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and has held it in 2 quarters since.
  • 1,211 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.