Fifth Third Securities’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Fifth Third Securities’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	$7.36M	Buy	89,618 +21,035	+31%	+$1.73M	0.42%	55
2026 Q1	$5.66M	Buy	68,583 +27,719	+68%	+$2.29M	0.37%	71
2025 Q4	$3.38M	Buy	40,864 +18,099	+80%	+$1.5M	0.22%	103
2025 Q3	$1.89M	Buy	22,765 +2,217	+11%	+$183K	0.13%	145
2025 Q2	$1.7M	Buy	20,548 +1,922	+10%	+$159K	0.13%	150
2025 Q1	$1.54M	Buy	18,626 +12,015	+182%	+$988K	0.13%	160
2024 Q4	$542K	Buy	+6,611	New	+$543K	0.05%	226
2024 Q3	–	Sell	-23,986	Closed	-$1.96M	–	268
2024 Q2	$1.96M	Buy	23,986 +2,285	+11%	+$186K	0.18%	126
2024 Q1	$1.77M	Sell	21,701 -5,006	-19%	-$410K	0.17%	115
2023 Q4	$2.19M	Sell	26,707 -36,320	-58%	-$2.95M	0.23%	104
2023 Q3	$5.1M	Buy	63,027 +20,437	+48%	+$1.66M	0.57%	53
2023 Q2	$3.45M	Sell	42,590 -44,804	-51%	-$3.66M	0.38%	74
2023 Q1	$7.18M	Buy	87,394 +33,751	+63%	+$2.75M	0.82%	36
2022 Q4	$4.35M	Buy	53,643 +3,542	+7%	+$287K	0.57%	55
2022 Q3	$4.07M	Buy	50,101 +38,781	+343%	+$3.19M	0.59%	57
2022 Q2	$937K	Buy	+11,320	New	+$939K	0.13%	133
2022 Q1	–	Sell	-11,662	Closed	-$998K	–	149
2021 Q4	$998K	Buy	11,662 +2,690	+30%	+$231K	0.11%	145
2021 Q3	$773K	Buy	+8,972	New	+$773K	0.11%	134
2019 Q3	–	Sell	-12,651	Closed	-$1.07M	–	129
2019 Q2	$1.07M	Buy	+12,651	New	+$1.07M	0.29%	91
2017 Q3	–	Sell	-2,545	Closed	-$215K	–	112
2017 Q2	$215K	Sell	2,545 -2,863	-53%	-$242K	0.08%	103
2017 Q1	$457K	Sell	5,408 -1,144	-17%	-$96.6K	0.19%	88
2016 Q4	$553K	Sell	6,552 -8,662	-57%	-$733K	0.29%	75
2016 Q3	$1.29M	Sell	15,214 -7,851	-34%	-$668K	0.83%	36
2016 Q2	$1.97M	Buy	23,065 +66	+0.3%	+$5.61K	1.49%	22
2016 Q1	$1.96M	Buy	+22,999	New	+$1.95M	1.76%	20

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

Fifth Third Securities's SHY Position: Q2 2026 in Review

Fifth Third Securities increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 31% in Q2 2026, buying an estimated $1.73M and bringing the position to 89,618 shares worth $7.36M. The position accounts for 0.42% of the portfolio, ranked #55.

Fifth Third Securities first reported a position in SHY in Q1 2016 and has held it in 25 quarters since. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Fifth Third Securities held 89,618 shares of iShares 1-3 Year Treasury Bond ETF worth $7.36M as of Q2 2026.
Fifth Third Securities bought 21,035 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.73M.
iShares 1-3 Year Treasury Bond ETF made up 0.42% of Fifth Third Securities's portfolio in Q2 2026, its #55 holding.
Fifth Third Securities first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2016 and has held it in 25 quarters since.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Fifth Third Securities's 13F filing for Q2 2026, filed 15 Jul 2026.