Eagle Strategies
SHY icon

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

Eagle Strategies’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
Q3 		$387K Buy
4,764
+6
+0.1% +$490 0.04% 212
2026
Q2 		$391K Buy
4,758
+368
+8% +$30.3K 0.04% 213
2026
Q1 		$363K Buy
4,390
+20
+0.5% +$1.66K 0.04% 204
2025
Q4 		$362K Buy
4,370
+708
+19% +$58.7K 0.05% 198
2025
Q3 		$304K Sell
3,662
-432
-11% -$35.7K 0.04% 208
2025
Q2 		$339K Sell
4,094
-1,070
-21% -$88.3K 0.05% 178
2025
Q1 		$427K Sell
5,164
-998
-16% -$82.1K 0.07% 149
2024
Q4 		$505K Sell
6,162
-4
-0.1% -$329 0.09% 138
2024
Q3 		$513K Sell
6,166
-655
-10% -$54K 0.09% 132
2024
Q2 		$557K Sell
6,821
-22,546
-77% -$1.83M 0.11% 123
2024
Q1 		$2.4M Buy
29,367
+23,388
+391% +$1.91M 0.53% 47
2023
Q4 		$491K Sell
5,979
-137
-2% -$11.1K 0.11% 123
2023
Q3 		$495K Sell
6,116
-195
-3% -$15.8K 0.12% 119
2023
Q2 		$512K Buy
6,311
+445
+8% +$36.4K 0.12% 117
2023
Q1 		$482K Buy
5,866
+159
+3% +$13K 0.12% 112
2022
Q4 		$463K Sell
5,707
-129
-2% -$10.5K 0.14% 104
2022
Q3 		$474K Buy
5,836
+2,002
+52% +$165K 0.25% 67
2022
Q2 		$317K Sell
3,834
-881
-19% -$73.1K 0.12% 108
2022
Q1 		$393K Buy
4,715
+307
+7% +$25.9K 0.15% 95
2021
Q4 		$377K Buy
+4,408
New +$378K 0.15% 102

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Eagle Strategies's SHY Position: Q3 2026 in Review

Eagle Strategies increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.13% in Q3 2026, buying an estimated $490 and bringing the position to 4,764 shares worth $387K. The position accounts for 0.04% of the portfolio, ranked #212.

Eagle Strategies first reported a position in SHY in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.4M in Q1 2024. 1,105 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

  • Eagle Strategies held 4,764 shares of iShares 1-3 Year Treasury Bond ETF worth $387K as of Q3 2026.
  • Eagle Strategies bought 6 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $490.
  • iShares 1-3 Year Treasury Bond ETF made up 0.04% of Eagle Strategies's portfolio in Q3 2026, its #212 holding.
  • Eagle Strategies first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2021 and has held it in 20 quarters since.
  • Eagle Strategies's iShares 1-3 Year Treasury Bond ETF position peaked at $2.4M in Q1 2024.
  • 1,105 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Eagle Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.