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Crescent Grove Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Crescent Grove 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 		$4.03M Sell
48,806
-3,378
-6% -$280K 0.39% 66
2025
Q4 		$4.32M Sell
52,184
-919
-2% -$76.2K 0.4% 57
2025
Q3 		$4.41M Sell
53,103
-39,941
-43% -$3.3M 0.42% 57
2025
Q2 		$7.71M Buy
93,044
+40,132
+76% +$3.31M 0.75% 30
2025
Q1 		$4.38M Buy
52,912
+6,458
+14% +$531K 0.46% 46
2024
Q4 		$3.81M Buy
46,454
+13,045
+39% +$1.07M 0.38% 55
2024
Q3 		$2.78M Buy
33,409
+7,915
+31% +$653K 0.28% 61
2024
Q2 		$2.08M Sell
25,494
-8,793
-26% -$715K 0.23% 68
2024
Q1 		$2.8M Buy
34,287
+619
+2% +$50.7K 0.29% 58
2023
Q4 		$2.76M Buy
33,668
+7,125
+27% +$579K 0.31% 54
2023
Q3 		$2.15M Sell
26,543
-29,513
-53% -$2.39M 0.27% 64
2023
Q2 		$4.55M Buy
56,056
+15,639
+39% +$1.28M 0.49% 43
2023
Q1 		$3.32M Sell
40,417
-5,920
-13% -$483K 0.39% 45
2022
Q4 		$3.76M Buy
46,337
+42,268
+1,039% +$3.43M 0.39% 42
2022
Q3 		$330K Sell
4,069
-27,840
-87% -$2.29M 0.04% 199
2022
Q2 		$2.64M Buy
+31,909
New +$2.65M 0.28% 47
2020
Q4 		– Sell
-2,735
Closed -$237K – 186
2020
Q3 		$237K Sell
2,735
-3,353
-55% -$290K 0.05% 146
2020
Q2 		$527K Buy
6,088
+205
+3% +$17.8K 0.11% 85
2020
Q1 		$510K Buy
+5,883
New +$502K 0.11% 73

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

Crescent Grove Advisors's SHY Position: Q1 2026 in Review

Crescent Grove Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 6.5% in Q1 2026, selling an estimated $280K and leaving 48,806 shares worth $4.03M. The position accounts for 0.39% of the portfolio, ranked #66.

Crescent Grove Advisors first reported a position in SHY in Q1 2020 and has held it in 19 quarters since. The position peaked at $7.71M in Q2 2025. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Crescent Grove Advisors held 48,806 shares of iShares 1-3 Year Treasury Bond ETF worth $4.03M as of Q1 2026.
  • Crescent Grove Advisors sold 3,378 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $280K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.39% of Crescent Grove Advisors's portfolio in Q1 2026, its #66 holding.
  • Crescent Grove Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2020 and has held it in 19 quarters since.
  • Crescent Grove Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $7.71M in Q2 2025.
  • 1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.