EQ LLC’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

EQ LLC’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	–	Sell	-21,002	Closed	-$1.74M	–	78
2025 Q4	$1.74M	Buy	21,002 +9,590	+84%	+$795K	0.5%	37
2025 Q3	$947K	Buy	11,412 +3,641	+47%	+$301K	0.32%	43
2025 Q2	$644K	Sell	7,771 -87,146	-92%	-$7.19M	0.25%	48
2025 Q1	$7.85M	Buy	94,917 +34,172	+56%	+$2.81M	3.67%	9
2024 Q4	$4.98M	Buy	+60,745	New	+$4.99M	2.34%	14
2024 Q3	–	Sell	-13,800	Closed	-$1.13M	–	64
2024 Q2	$1.13M	Buy	+13,800	New	+$1.12M	0.67%	32
2024 Q1	–	Sell	-20,340	Closed	-$1.67M	–	54
2023 Q4	$1.67M	Sell	20,340 -70,151	-78%	-$5.7M	1.24%	23
2023 Q3	$7.33M	Buy	90,491 +59,463	+192%	+$4.82M	5.44%	6
2023 Q2	$2.52M	Buy	+31,028	New	+$2.54M	2.07%	15
2022 Q4	–	Sell	-47,205	Closed	-$3.83M	–	53
2022 Q3	$3.83M	Buy	47,205 +27,611	+141%	+$2.27M	3.31%	10
2022 Q2	$1.62M	Buy	+19,594	New	+$1.63M	1.28%	17
2022 Q1	–	Sell	-57,678	Closed	-$4.93M	–	47
2021 Q4	$4.93M	Buy	57,678 +48,648	+539%	+$4.17M	3.44%	12
2021 Q3	$778K	Buy	+9,030	New	+$778K	0.59%	31

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

EQ LLC's SHY Position: Q1 2026 in Review

EQ LLC sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2026, closing a stake of 21,002 shares — an estimated $1.74M sold.

EQ LLC first reported a position in SHY in Q3 2021 and held it in 13 quarters. The position peaked at $7.85M in Q1 2025. 1,218 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

EQ LLC reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
EQ LLC sold 21,002 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.74M.
EQ LLC first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2021 and held it in 13 quarters.
EQ LLC's iShares 1-3 Year Treasury Bond ETF position peaked at $7.85M in Q1 2025.
1,218 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on EQ LLC's 13F filing for Q1 2026, filed 6 May 2026.