E.S. Barr & Co’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

E.S. Barr & Co’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	$477K	Hold	5,775	–	–	0.03%	76
2025 Q4	$478K	Sell	5,775 -250	-4%	-$20.7K	0.02%	83
2025 Q3	$500K	Hold	6,025	–	–	0.03%	73
2025 Q2	$499K	Sell	6,025 -750	-11%	-$61.9K	0.03%	72
2025 Q1	$560K	Hold	6,775	–	–	0.03%	67
2024 Q4	$555K	Buy	6,775 +1,000	+17%	+$82.2K	0.03%	69
2024 Q3	$480K	Sell	5,775 -1,000	-15%	-$82.5K	0.03%	70
2024 Q2	$553K	Buy	+6,775	New	+$551K	0.04%	63

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

E.S. Barr & Co's SHY Position: Q1 2026 in Review

E.S. Barr & Co held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q1 2026 at 5,775 shares worth $477K. The position accounts for 0.03% of the portfolio, ranked #76.

E.S. Barr & Co first reported a position in SHY in Q2 2024 and has held it in 8 quarters since. The position peaked at $560K in Q1 2025. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

E.S. Barr & Co held 5,775 shares of iShares 1-3 Year Treasury Bond ETF worth $477K as of Q1 2026.
E.S. Barr & Co left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.03% of E.S. Barr & Co's portfolio in Q1 2026, its #76 holding.
E.S. Barr & Co first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2024 and has held it in 8 quarters since.
E.S. Barr & Co's iShares 1-3 Year Treasury Bond ETF position peaked at $560K in Q1 2025.
1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on E.S. Barr & Co's 13F filing for Q1 2026, filed 13 May 2026.