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 Q2	$1.29M	Buy	15,678 +72	+0.5%	+$5.92K	0.08%	202
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	0.11%	173
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 $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Coastal Bridge Advisors's SHY Position: Q2 2026 in Review

Coastal Bridge Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.46% in Q2 2026, buying an estimated $5.92K and bringing the position to 15,678 shares worth $1.29M. The position accounts for 0.08% of the portfolio, ranked #202.

Coastal Bridge Advisors first reported a position in SHY in Q3 2019 and has held it in 7 quarters since. The position peaked at $1.29M in Q4 2025. 1,216 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Coastal Bridge Advisors held 15,678 shares of iShares 1-3 Year Treasury Bond ETF worth $1.29M as of Q2 2026.
Coastal Bridge Advisors bought 72 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $5.92K.
iShares 1-3 Year Treasury Bond ETF made up 0.08% of Coastal Bridge Advisors's portfolio in Q2 2026, its #202 holding.
Coastal Bridge Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2019 and has held it in 7 quarters since.
Coastal Bridge Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $1.29M in Q4 2025.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.