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Empowered Funds’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Empowered Funds’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 		$17M Buy
+207,164
New +$17M 0.09% 237
2025
Q2 		– Sell
-63,097
Closed -$5.22M – 1838
2025
Q1 		$5.22M Buy
63,097
+41,731
+195% +$3.43M 0.07% 377
2024
Q4 		$1.75M Sell
21,366
-11,911
-36% -$979K 0.03% 788
2024
Q3 		$2.76M Buy
33,277
+17,525
+111% +$1.45M 0.04% 550
2024
Q2 		$1.28M Buy
15,752
+5,579
+55% +$454K 0.02% 772
2024
Q1 		$830K Sell
10,173
-5,949
-37% -$487K 0.02% 949
2023
Q4 		$1.32M Sell
16,122
-898
-5% -$73K 0.03% 668
2023
Q3 		$1.37M Sell
17,020
-5,609
-25% -$454K 0.04% 556
2023
Q2 		$1.83M Buy
+22,629
New +$1.85M 0.06% 424

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

Empowered Funds's SHY Position: Q2 2026 in Review

Empowered Funds opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026: 207,164 shares worth $17M. The stake represents 0.09% of the portfolio and ranks #237 among its holdings. This is a return to the name: Empowered Funds previously reported a position in SHY as recently as Q1 2025.

Empowered Funds first reported a position in SHY in Q2 2023 and has held it in 9 quarters since. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Empowered Funds held 207,164 shares of iShares 1-3 Year Treasury Bond ETF worth $17M as of Q2 2026.
  • iShares 1-3 Year Treasury Bond ETF was a new Empowered Funds position in Q2 2026.
  • iShares 1-3 Year Treasury Bond ETF made up 0.09% of Empowered Funds's portfolio in Q2 2026, its #237 holding.
  • Empowered Funds first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2023 and has held it in 9 quarters since.
  • 1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.