EH
SHY icon

Equitable Holdings’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Equitable Holdings’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 		$7.81M Buy
94,289
+10,542
+13% +$873K 0.05% 323
2025
Q4 		$6.94M Sell
83,747
-62,814
-43% -$5.21M 0.05% 295
2025
Q3 		$12.2M Buy
146,561
+3,008
+2% +$249K 0.09% 194
2025
Q2 		$11.9M Buy
143,553
+27,690
+24% +$2.29M 0.1% 177
2025
Q1 		$9.59M Buy
115,863
+30,817
+36% +$2.53M 0.09% 190
2024
Q4 		$6.97M Buy
85,046
+10,937
+15% +$899K 0.07% 227
2024
Q3 		$6.16M Buy
74,109
+4,879
+7% +$403K 0.06% 244
2024
Q2 		$5.65M Buy
69,230
+5,170
+8% +$421K 0.06% 237
2024
Q1 		$5.24M Sell
64,060
-8,892
-12% -$728K 0.06% 231
2023
Q4 		$5.98M Sell
72,952
-1,836
-2% -$149K 0.07% 194
2023
Q3 		$6.06M Sell
74,788
-10,146
-12% -$822K 0.09% 176
2023
Q2 		$6.89M Sell
84,934
-1,152
-1% -$94.2K 0.1% 151
2023
Q1 		$7.07M Buy
86,086
+3,761
+5% +$307K 0.11% 138
2022
Q4 		$6.68M Sell
82,325
-1,638
-2% -$133K 0.12% 132
2022
Q3 		$6.82M Buy
83,963
+27,371
+48% +$2.25M 0.13% 119
2022
Q2 		$4.68M Buy
56,592
+47,799
+544% +$3.97M 0.09% 152
2022
Q1 		$733K Buy
+8,793
New +$743K 0.01% 486
2021
Q4 		– Sell
-3,037
Closed -$262K – 886
2021
Q3 		$262K Sell
3,037
-236
-7% -$20.3K ﹤0.01% 716
2021
Q2 		$282K Buy
3,273
+835
+34% +$72K ﹤0.01% 685
2021
Q1 		$210K Sell
2,438
-379
-13% -$32.7K ﹤0.01% 714
2020
Q4 		$243K Buy
+2,817
New +$243K 0.01% 606
2020
Q3 		– Sell
-3,179
Closed -$275K – 659
2020
Q2 		$275K Buy
3,179
+838
+36% +$72.6K 0.01% 522
2020
Q1 		$203K Sell
2,341
-535
-19% -$45.7K 0.01% 542
2019
Q4 		$243K Buy
+2,876
New +$244K 0.01% 541

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Equitable Holdings's SHY Position: Q1 2026 in Review

Equitable Holdings increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 13% in Q1 2026, buying an estimated $873K and bringing the position to 94,289 shares worth $7.81M. The position accounts for 0.05% of the portfolio, ranked #323.

Equitable Holdings first reported a position in SHY in Q4 2019 and has held it in 24 quarters since. The position peaked at $12.2M in Q3 2025. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Equitable Holdings held 94,289 shares of iShares 1-3 Year Treasury Bond ETF worth $7.81M as of Q1 2026.
  • Equitable Holdings bought 10,542 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $873K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.05% of Equitable Holdings's portfolio in Q1 2026, its #323 holding.
  • Equitable Holdings first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2019 and has held it in 24 quarters since.
  • Equitable Holdings's iShares 1-3 Year Treasury Bond ETF position peaked at $12.2M in Q3 2025.
  • 1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.