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

Everstar 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 Q2	$15.2M	Buy	185,637 +70,485	+61%	+$5.8M	7.35%	1
2026 Q1	$9.51M	Sell	115,152 -3,896	-3%	-$323K	5.06%	2
2025 Q4	$9.86M	Buy	119,048 +13,600	+13%	+$1.13M	5.29%	2
2025 Q3	$8.75M	Buy	105,448 +5,535	+6%	+$458K	4.96%	2
2025 Q2	$8.28M	Sell	99,913 -281	-0.3%	-$23.2K	5.05%	2
2025 Q1	$8.29M	Buy	100,194 +12,528	+14%	+$1.03M	5.49%	2
2024 Q4	$7.19M	Buy	87,666 +9,560	+12%	+$786K	5.08%	2
2024 Q3	$6.49M	Buy	+78,106	New	+$6.44M	4.45%	2

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Everstar Asset Management's SHY Position: Q2 2026 in Review

Everstar Asset Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 61% in Q2 2026, buying an estimated $5.8M and bringing the position to 185,637 shares worth $15.2M. The position accounts for 7.35% of the portfolio, ranked #1.

Everstar Asset Management first reported a position in SHY in Q3 2024 and has held it in 8 quarters since. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Everstar Asset Management held 185,637 shares of iShares 1-3 Year Treasury Bond ETF worth $15.2M as of Q2 2026.
Everstar Asset Management bought 70,485 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $5.8M.
iShares 1-3 Year Treasury Bond ETF made up 7.35% of Everstar Asset Management's portfolio in Q2 2026, its #1 holding.
Everstar Asset Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Everstar Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.