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Eagle Global Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Eagle Global 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 		$4.24M Buy
51,609
+4,404
+9% +$362K 0.14% 109
2026
Q1 		$3.9M Sell
47,205
-330,530
-88% -$27.4M 0.14% 108
2025
Q4 		$31.3M Buy
377,735
+334,330
+770% +$27.7M 1.16% 21
2025
Q3 		$3.6M Buy
43,405
+355
+0.8% +$29.4K 0.14% 109
2025
Q2 		$3.57M Sell
43,050
-15
-0% -$1.24K 0.14% 104
2025
Q1 		$3.56M Sell
43,065
-382,960
-90% -$31.5M 0.15% 103
2024
Q4 		$34.9M Buy
426,025
+387,710
+1,012% +$31.9M 1.43% 18
2024
Q3 		$3.19M Sell
38,315
-85
-0.2% -$7.01K 0.16% 101
2024
Q2 		$3.14M Buy
38,400
+275
+0.7% +$22.4K 0.17% 96
2024
Q1 		$3.12M Sell
38,125
-261,605
-87% -$21.4M 0.18% 93
2023
Q4 		$24.6M Buy
299,730
+259,585
+647% +$21.1M 1.49% 16
2023
Q3 		$3.25M Sell
40,145
-2,050
-5% -$166K 0.21% 91
2023
Q2 		$3.42M Sell
42,195
-2,005
-5% -$164K 0.23% 86
2023
Q1 		$3.63M Sell
44,200
-491,686
-92% -$40.1M 0.24% 82
2022
Q4 		$43.5M Buy
535,886
+500,827
+1,429% +$40.6M 3% 6
2022
Q3 		$2.85M Buy
35,059
+3,740
+12% +$308K 0.21% 93
2022
Q2 		$2.59M Buy
31,319
+305
+1% +$25.3K 0.19% 98
2022
Q1 		$2.58M Sell
31,014
-150
-0.5% -$12.7K 0.16% 109
2021
Q4 		$2.67M Sell
31,164
-900
-3% -$77.2K 0.17% 108
2021
Q3 		$2.76M Hold
32,064
– – 0.18% 103
2021
Q2 		$2.76M Buy
32,064
+1,300
+4% +$112K 0.18% 102
2021
Q1 		$2.65M Buy
30,764
+2,180
+8% +$188K 0.2% 92
2020
Q4 		$2.47M Sell
28,584
-10,193
-26% -$881K 0.19% 96
2020
Q3 		$3.35M Buy
38,777
+468
+1% +$40.5K 0.3% 81
2020
Q2 		$3.32M Buy
38,309
+2,015
+6% +$175K 0.3% 80
2020
Q1 		$3.15M Buy
36,294
+936
+3% +$79.9K 0.32% 73
2019
Q4 		$2.99M Buy
35,358
+10,585
+43% +$897K 0.15% 98
2019
Q3 		$2.1M Buy
+24,773
New +$2.1M 0.09% 109

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

Eagle Global Advisors's SHY Position: Q2 2026 in Review

Eagle Global Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 9.3% in Q2 2026, buying an estimated $362K and bringing the position to 51,609 shares worth $4.24M. The position accounts for 0.14% of the portfolio, ranked #109.

Eagle Global Advisors first reported a position in SHY in Q3 2019 and has held it in 28 quarters since. The position peaked at $43.5M in Q4 2022. 1,211 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Eagle Global Advisors held 51,609 shares of iShares 1-3 Year Treasury Bond ETF worth $4.24M as of Q2 2026.
  • Eagle Global Advisors bought 4,404 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $362K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.14% of Eagle Global Advisors's portfolio in Q2 2026, its #109 holding.
  • Eagle Global Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2019 and has held it in 28 quarters since.
  • Eagle Global Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $43.5M in Q4 2022.
  • 1,211 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Eagle Global Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.