EAM
SHY icon

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
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
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

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

Everstar Asset Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 3.3% in Q1 2026, selling an estimated $323K and leaving 115,152 shares worth $9.51M. The position accounts for 5.06% of the portfolio, ranked #2.

Everstar Asset Management first reported a position in SHY in Q3 2024 and has held it in 7 quarters since. The position peaked at $9.86M in Q4 2025. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Everstar Asset Management held 115,152 shares of iShares 1-3 Year Treasury Bond ETF worth $9.51M as of Q1 2026.
  • Everstar Asset Management sold 3,896 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $323K.
  • iShares 1-3 Year Treasury Bond ETF made up 5.06% of Everstar Asset Management's portfolio in Q1 2026, its #2 holding.
  • Everstar Asset Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • Everstar Asset Management's iShares 1-3 Year Treasury Bond ETF position peaked at $9.86M in Q4 2025.
  • 1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Everstar Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.