CT
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Clearstead Trust’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Clearstead Trust’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 		$347K Sell
4,205
-615
-13% -$50.9K 0.06% 140
2025
Q4 		$399K Sell
4,820
-2,598
-35% -$215K 0.06% 130
2025
Q3 		$615K Sell
7,418
-157
-2% -$13K 0.11% 96
2025
Q2 		$628K Buy
7,575
+2,246
+42% +$185K 0.12% 92
2025
Q1 		$441K Buy
5,329
+223
+4% +$18.3K 0.1% 100
2024
Q4 		$419K Buy
5,106
+798
+19% +$65.6K 0.09% 101
2024
Q3 		$358K Buy
4,308
+621
+17% +$51.2K 0.09% 99
2024
Q2 		$301K Buy
3,687
+568
+18% +$46.2K 0.07% 105
2024
Q1 		$255K Buy
3,119
+19
+0.6% +$1.55K 0.07% 119
2023
Q4 		$254K Buy
3,100
+313
+11% +$25.4K 0.07% 142
2023
Q3 		$226K Buy
2,787
+298
+12% +$24.1K 0.07% 113
2023
Q2 		$202K Buy
2,489
+123
+5% +$10.1K 0.06% 125
2023
Q1 		$194K Hold
2,366
– – 0.06% 132
2022
Q4 		$192K Buy
2,366
+819
+53% +$66.4K 0.06% 132
2022
Q3 		$126K Buy
+1,547
New +$127K 0.04% 161
2022
Q2 		– Sell
-8
Closed – – 193
2022
Q1 		$0 Sell
8
-12,455
-100% -$1.05M ﹤0.01% 200
2021
Q4 		$1.07M Sell
12,463
-6,000
-32% -$515K 0.63% 36
2021
Q3 		$1.59M Sell
18,463
-4,616
-20% -$398K 1.01% 30
2021
Q2 		$1.99M Hold
23,079
– – 1.3% 25
2021
Q1 		$1.99M Sell
23,079
-5,943
-20% -$513K 1.47% 24
2020
Q4 		$2.51M Sell
29,022
-125
-0.4% -$10.8K 1.49% 24
2020
Q3 		$2.52M Buy
29,147
+125
+0.4% +$10.8K 2% 17
2020
Q2 		$2.51M Buy
+29,022
New +$2.51M 2.12% 14

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

Clearstead Trust's SHY Position: Q1 2026 in Review

Clearstead Trust reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 13% in Q1 2026, selling an estimated $50.9K and leaving 4,205 shares worth $347K. The position accounts for 0.06% of the portfolio, ranked #140.

Clearstead Trust first reported a position in SHY in Q2 2020 and has held it in 23 quarters since. The position peaked at $2.52M in Q3 2020. 1,218 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Clearstead Trust held 4,205 shares of iShares 1-3 Year Treasury Bond ETF worth $347K as of Q1 2026.
  • Clearstead Trust sold 615 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $50.9K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.06% of Clearstead Trust's portfolio in Q1 2026, its #140 holding.
  • Clearstead Trust first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2020 and has held it in 23 quarters since.
  • Clearstead Trust's iShares 1-3 Year Treasury Bond ETF position peaked at $2.52M in Q3 2020.
  • 1,218 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Clearstead Trust's 13F filing for Q1 2026, filed 6 May 2026.