Empirical Asset Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Empirical Asset Management’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	$1.77M	Buy	21,382 +211	+1%	+$17.5K	0.47%	44
2025 Q4	$1.75M	Sell	21,171 -16,553	-44%	-$1.37M	0.49%	47
2025 Q3	$3.13M	Buy	37,724 +29,604	+365%	+$2.45M	0.87%	16
2025 Q2	$673K	Sell	8,120 -202	-2%	-$16.7K	0.21%	152
2025 Q1	$688K	Sell	8,322 -34	-0.4%	-$2.8K	0.23%	126
2024 Q4	$685K	Sell	8,356 -271	-3%	-$22.3K	0.23%	125
2024 Q3	$717K	Sell	8,627 -26	-0.3%	-$2.15K	0.26%	117
2024 Q2	$707K	Buy	8,653 +793	+10%	+$64.5K	0.27%	104
2024 Q1	$643K	Sell	7,860 -562	-7%	-$46K	0.31%	87
2023 Q4	$691K	Sell	8,422 -1,635	-16%	-$133K	0.56%	59
2023 Q3	$814K	Sell	10,057 -1,662	-14%	-$135K	0.71%	42
2023 Q2	$950K	Buy	11,719 +58	+0.5%	+$4.74K	0.84%	34
2023 Q1	$958K	Sell	11,661 -32,121	-73%	-$2.62M	0.92%	33
2022 Q4	$3.55M	Sell	43,782 -2,915	-6%	-$237K	3.74%	2
2022 Q3	$3.79M	Sell	46,697 -1,967	-4%	-$162K	4.14%	2
2022 Q2	$4.03M	Buy	48,664 +1,985	+4%	+$165K	4.25%	2
2022 Q1	$3.89M	Buy	46,679 +6,253	+15%	+$528K	3.7%	2
2021 Q4	$3.46M	Buy	+40,426	New	+$3.47M	3.34%	3

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

Empirical Asset Management's SHY Position: Q1 2026 in Review

Empirical Asset Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1% in Q1 2026, buying an estimated $17.5K and bringing the position to 21,382 shares worth $1.77M. The position accounts for 0.47% of the portfolio, ranked #44.

Empirical Asset Management first reported a position in SHY in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.03M in Q2 2022. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Empirical Asset Management held 21,382 shares of iShares 1-3 Year Treasury Bond ETF worth $1.77M as of Q1 2026.
Empirical Asset Management bought 211 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $17.5K.
iShares 1-3 Year Treasury Bond ETF made up 0.47% of Empirical Asset Management's portfolio in Q1 2026, its #44 holding.
Empirical Asset Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2021 and has held it in 18 quarters since.
Empirical Asset Management's iShares 1-3 Year Treasury Bond ETF position peaked at $4.03M in Q2 2022.
1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.