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

Coastal Bridge 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 Q1	$1.29M	Buy	15,606 +2	+0%	+$166	0.09%	198
2025 Q4	$1.29M	Buy	15,604 +401	+3%	+$33.2K	0.1%	192
2025 Q3	$1.26M	Hold	15,203	–	–	0.1%	190
2025 Q2	$1.26M	Buy	15,203 +77	+0.5%	+$6.36K	0.1%	184
2025 Q1	$1.25M	Buy	+15,126	New	+$1.24M	0.31%	85
2019 Q4	–	Sell	-2,899	Closed	-$246K	–	151
2019 Q3	$246K	Buy	+2,899	New	+$246K	0.08%	113

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Coastal Bridge Advisors's SHY Position: Q1 2026 in Review

Coastal Bridge Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.01% in Q1 2026, buying an estimated $166 and bringing the position to 15,606 shares worth $1.29M. The position accounts for 0.09% of the portfolio, ranked #198.

Coastal Bridge Advisors first reported a position in SHY in Q3 2019 and has held it in 6 quarters since. The position peaked at $1.29M in Q4 2025. 1,218 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Coastal Bridge Advisors held 15,606 shares of iShares 1-3 Year Treasury Bond ETF worth $1.29M as of Q1 2026.
Coastal Bridge Advisors bought 2 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $166.
iShares 1-3 Year Treasury Bond ETF made up 0.09% of Coastal Bridge Advisors's portfolio in Q1 2026, its #198 holding.
Coastal Bridge Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2019 and has held it in 6 quarters since.
Coastal Bridge Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $1.29M in Q4 2025.
1,218 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.