Financial Engines Advisors
SHY icon

Financial Engines Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Financial Engines Advisors’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 		$1.2M Sell
14,489
-10,720
-43% -$887K ﹤0.01% 283
2025
Q4 		$2.09M Buy
25,209
+18,485
+275% +$1.53M ﹤0.01% 236
2025
Q3 		$558K Sell
6,724
-1,881
-22% -$156K ﹤0.01% 379
2025
Q2 		$713K Sell
8,605
-11,630
-57% -$960K ﹤0.01% 341
2025
Q1 		$1.67M Sell
20,235
-45,475
-69% -$3.74M ﹤0.01% 204
2024
Q4 		$5.39M Buy
65,710
+59,585
+973% +$4.9M 0.01% 133
2024
Q3 		$509K Buy
6,125
+153
+3% +$12.6K ﹤0.01% 278
2024
Q2 		$488K Buy
5,972
+1,466
+33% +$119K ﹤0.01% 264
2024
Q1 		$369K Sell
4,506
-3,047
-40% -$249K ﹤0.01% 267
2023
Q4 		$620K Buy
7,553
+43
+0.6% +$3.5K ﹤0.01% 212
2023
Q3 		$608K Sell
7,510
-53
-0.7% -$4.29K ﹤0.01% 191
2023
Q2 		$613K Sell
7,563
-3,381
-31% -$276K ﹤0.01% 194
2023
Q1 		$899K Sell
10,944
-142,176
-93% -$11.6M ﹤0.01% 186
2022
Q4 		$12.4M Buy
153,120
+102,959
+205% +$8.35M 0.04% 76
2022
Q3 		$4.07M Buy
50,161
+28,438
+131% +$2.34M 0.01% 92
2022
Q2 		$1.8M Buy
21,723
+5,092
+31% +$422K 0.01% 121
2022
Q1 		$1.39M Buy
16,631
+10,495
+171% +$887K ﹤0.01% 133
2021
Q4 		$525K Buy
+6,136
New +$526K ﹤0.01% 153
2021
Q1 		– Sell
-163,559
Closed -$14.1M – 276
2020
Q4 		$14.1M Sell
163,559
-2,501
-2% -$216K 0.05% 55
2020
Q3 		$14.4M Sell
166,060
-16,933
-9% -$1.47M 0.06% 54
2020
Q2 		$15.8M Buy
182,993
+180,185
+6,417% +$15.6M 0.07% 53
2020
Q1 		$243K Sell
2,808
-5,582
-67% -$477K ﹤0.01% 133
2019
Q4 		$710K Buy
+8,390
New +$711K ﹤0.01% 104
2018
Q2 		– Sell
-4
Closed – – 154
2018
Q1 		$0 Buy
+4
New +$334 ﹤0.01% 213

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

Financial Engines Advisors's SHY Position: Q1 2026 in Review

Financial Engines Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 43% in Q1 2026, selling an estimated $887K and leaving 14,489 shares worth $1.2M. The position accounts for ﹤0.01% of the portfolio, ranked #283.

Financial Engines Advisors first reported a position in SHY in Q1 2018 and has held it in 24 quarters since. The position peaked at $15.8M in Q2 2020. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Financial Engines Advisors held 14,489 shares of iShares 1-3 Year Treasury Bond ETF worth $1.2M as of Q1 2026.
  • Financial Engines Advisors sold 10,720 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $887K.
  • iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #283 holding.
  • Financial Engines Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2018 and has held it in 24 quarters since.
  • Financial Engines Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $15.8M in Q2 2020.
  • 1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.