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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
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

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Eagle Strategies's SHY Position: Q2 2026 in Review

Eagle Strategies increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 8.4% in Q2 2026, buying an estimated $30.3K and bringing the position to 4,758 shares worth $391K. The position accounts for 0.04% of the portfolio, ranked #213.

Eagle Strategies first reported a position in SHY in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.4M in Q1 2024. 616 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Eagle Strategies held 4,758 shares of iShares 1-3 Year Treasury Bond ETF worth $391K as of Q2 2026.
  • Eagle Strategies bought 368 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $30.3K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.04% of Eagle Strategies's portfolio in Q2 2026, its #213 holding.
  • Eagle Strategies first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Eagle Strategies's iShares 1-3 Year Treasury Bond ETF position peaked at $2.4M in Q1 2024.
  • 616 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.