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Dorsey & Whitney Trust’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Dorsey & Whitney Trust’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 		$434K Sell
5,253
-1,784
-25% -$148K 0.02% 472
2025
Q4 		$583K Hold
7,037
– – 0.03% 398
2025
Q3 		$584K Sell
7,037
-14,605
-67% -$1.21M 0.03% 387
2025
Q2 		$1.79M Sell
21,642
-44
-0.2% -$3.63K 0.09% 179
2025
Q1 		$1.79M Buy
21,686
+164
+0.8% +$13.5K 0.1% 178
2024
Q4 		$1.76M Buy
21,522
+1,619
+8% +$133K 0.1% 182
2024
Q3 		$1.65M Sell
19,903
-2,529
-11% -$209K 0.09% 185
2024
Q2 		$1.83M Sell
22,432
-1,334
-6% -$109K 0.13% 142
2024
Q1 		$1.94M Sell
23,766
-47,599
-67% -$3.9M 0.13% 139
2023
Q4 		$5.85M Sell
71,365
-31,504
-31% -$2.56M 0.45% 52
2023
Q3 		$8.33M Sell
102,869
-1,517
-1% -$123K 0.73% 35
2023
Q2 		$8.46M Buy
104,386
+71,534
+218% +$5.85M 0.7% 36
2023
Q1 		$2.7M Sell
32,852
-1,132
-3% -$92.3K 0.25% 98
2022
Q4 		$2.76M Sell
33,984
-881
-3% -$71.5K 0.27% 92
2022
Q3 		$2.83M Buy
34,865
+14,999
+76% +$1.23M 0.3% 81
2022
Q2 		$1.65M Buy
19,866
+979
+5% +$81.2K 0.17% 129
2022
Q1 		$1.57M Sell
18,887
-721
-4% -$60.9K 0.14% 144
2021
Q4 		$1.68M Buy
19,608
+715
+4% +$61.3K 0.14% 144
2021
Q3 		$1.63M Buy
18,893
+1,262
+7% +$109K 0.15% 136
2021
Q2 		$1.52M Buy
+17,631
New +$1.52M 0.14% 143
2019
Q2 		– Sell
-66,679
Closed -$5.61M – 427
2019
Q1 		$5.61M Buy
66,679
+46,894
+237% +$3.93M 0.88% 33
2018
Q4 		$1.65M Buy
+19,785
New +$1.64M 0.29% 84
2018
Q3 		– Sell
-3,199
Closed -$266K – 434
2018
Q2 		$266K Buy
+3,199
New +$266K 0.05% 286

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

Dorsey & Whitney Trust's SHY Position: Q1 2026 in Review

Dorsey & Whitney Trust reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 25% in Q1 2026, selling an estimated $148K and leaving 5,253 shares worth $434K. The position accounts for 0.02% of the portfolio, ranked #472.

Dorsey & Whitney Trust first reported a position in SHY in Q2 2018 and has held it in 23 quarters since. The position peaked at $8.46M in Q2 2023. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Dorsey & Whitney Trust held 5,253 shares of iShares 1-3 Year Treasury Bond ETF worth $434K as of Q1 2026.
  • Dorsey & Whitney Trust sold 1,784 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $148K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.02% of Dorsey & Whitney Trust's portfolio in Q1 2026, its #472 holding.
  • Dorsey & Whitney Trust first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2018 and has held it in 23 quarters since.
  • Dorsey & Whitney Trust's iShares 1-3 Year Treasury Bond ETF position peaked at $8.46M in Q2 2023.
  • 1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2026, filed 14 May 2026.