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

Concurrent Investment 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	$18.3M	Sell	222,852 -5,178	-2%	-$426K	0.16%	142
2026 Q1	$18.8M	Sell	228,030 -31,875	-12%	-$2.64M	0.2%	108
2025 Q4	$21.5M	Buy	259,905 +56,711	+28%	+$4.7M	0.25%	80
2025 Q3	$16.9M	Sell	203,194 -5,442	-3%	-$450K	0.29%	72
2025 Q2	$17.3M	Buy	208,636 +187,888	+906%	+$15.5M	0.33%	59
2025 Q1	$1.72M	Sell	20,748 -459	-2%	-$37.7K	0.04%	401
2024 Q4	$1.74M	Sell	21,207 -6,540	-24%	-$538K	0.05%	356
2024 Q3	$2.31M	Sell	27,747 -1,200	-4%	-$99K	0.07%	276
2024 Q2	$2.36M	Sell	28,947 -4,482	-13%	-$365K	0.08%	238
2024 Q1	$2.73M	Buy	33,429 +8,256	+33%	+$676K	0.11%	192
2023 Q4	$2.07M	Buy	+25,173	New	+$2.05M	0.1%	222

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

Concurrent Investment Advisors's SHY Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 2.3% in Q2 2026, selling an estimated $426K and leaving 222,852 shares worth $18.3M. The position accounts for 0.16% of the portfolio, ranked #142.

Concurrent Investment Advisors first reported a position in SHY in Q4 2023 and has held it in 11 quarters since. The position peaked at $21.5M in Q4 2025. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Concurrent Investment Advisors held 222,852 shares of iShares 1-3 Year Treasury Bond ETF worth $18.3M as of Q2 2026.
Concurrent Investment Advisors sold 5,178 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $426K.
iShares 1-3 Year Treasury Bond ETF made up 0.16% of Concurrent Investment Advisors's portfolio in Q2 2026, its #142 holding.
Concurrent Investment Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
Concurrent Investment Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $21.5M in Q4 2025.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.