C
SHY icon

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

Covestor’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 		$521K Sell
6,350
-933
-13% -$76.7K 0.3% 57
2026
Q1 		$601K Buy
7,283
+5,296
+267% +$438K 0.42% 39
2025
Q4 		$165K Buy
1,987
+1,046
+111% +$86.7K 0.09% 294
2025
Q3 		$78K Sell
941
-333
-26% -$27.5K 0.04% 703
2025
Q2 		$106K Buy
1,274
+569
+81% +$47K 0.06% 524
2025
Q1 		$58K Buy
705
+155
+28% +$12.7K 0.04% 788
2024
Q4 		$45K Hold
550
– – 0.03% 900
2024
Q3 		$46K Buy
550
+17
+3% +$1.4K 0.03% 911
2024
Q2 		$44K Sell
533
-96
-15% -$7.81K 0.03% 916
2024
Q1 		$51K Sell
629
-230
-27% -$18.8K 0.03% 875
2023
Q4 		$71K Sell
859
-140
-14% -$11.4K 0.05% 695
2023
Q3 		$81K Sell
999
-113
-10% -$9.15K 0.06% 549
2023
Q2 		$90K Sell
1,112
-58
-5% -$4.74K 0.07% 508
2023
Q1 		$96K Buy
1,170
+110
+10% +$8.97K 0.08% 394
2022
Q4 		$86K Buy
1,060
+741
+232% +$60.1K 0.07% 475
2022
Q3 		$26K Buy
319
+15
+5% +$1.23K 0.02% 933
2022
Q2 		$25K Sell
304
-396
-57% -$32.9K 0.02% 939
2022
Q1 		$58K Buy
700
+360
+106% +$30.4K 0.04% 757
2021
Q4 		$29K Buy
+340
New +$29.2K 0.04% 765

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Covestor's SHY Position: Q2 2026 in Review

Covestor reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 13% in Q2 2026, selling an estimated $76.7K and leaving 6,350 shares worth $521K. The position accounts for 0.3% of the portfolio, ranked #57.

Covestor first reported a position in SHY in Q4 2021 and has held it in 19 quarters since. The position peaked at $601K in Q1 2026. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Covestor held 6,350 shares of iShares 1-3 Year Treasury Bond ETF worth $521K as of Q2 2026.
  • Covestor sold 933 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $76.7K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.3% of Covestor's portfolio in Q2 2026, its #57 holding.
  • Covestor first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Covestor's iShares 1-3 Year Treasury Bond ETF position peaked at $601K in Q1 2026.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.