Fidelity D&D Bancorp’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$5.59M Buy
67,727
+3,896
+6% +$323K 2.24% 16
2025
Q4
$5.29M Buy
63,831
+12,506
+24% +$1.04M 2.28% 16
2025
Q3
$4.26M Buy
51,325
+3,263
+7% +$270K 2.35% 14
2025
Q2
$3.98M Buy
48,062
+8,050
+20% +$665K 2.44% 14
2025
Q1
$3.31M Buy
40,012
+193
+0.5% +$15.9K 2.18% 15
2024
Q4
$3.26M Buy
39,819
+6,364
+19% +$523K 2.17% 15
2024
Q3
$2.78M Buy
33,455
+5,349
+19% +$441K 1.85% 15
2024
Q2
$2.29M Buy
28,106
+15,857
+129% +$1.29M 1.74% 15
2024
Q1
$1M Sell
12,249
-3,253
-21% -$266K 0.75% 27
2023
Q4
$1.27M Buy
15,502
+3,253
+27% +$264K 0.99% 25
2023
Q3
$992K Buy
+12,249
New +$992K 1.02% 25
2023
Q1
$1M Buy
+12,249
New +$998K 0.75% 27

Other funds holding SHY

Fidelity D&D Bancorp's SHY Position: Q1 2026 in Review

Fidelity D&D Bancorp increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 6.1% in Q1 2026, buying an estimated $323K and bringing the position to 67,727 shares worth $5.59M. The position accounts for 2.24% of the portfolio, ranked #16.

Fidelity D&D Bancorp first reported a position in SHY in Q1 2023 and has held it in 12 quarters since. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Fidelity D&D Bancorp held 67,727 shares of iShares 1-3 Year Treasury Bond ETF worth $5.59M as of Q1 2026.
  • Fidelity D&D Bancorp bought 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 2.24% of Fidelity D&D Bancorp's portfolio in Q1 2026, its #16 holding.
  • Fidelity D&D Bancorp first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2023 and has held it in 12 quarters since.
  • 1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Fidelity D&D Bancorp's 13F filing for Q1 2026, filed 30 Apr 2026.