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

Financial Harvest’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 		$1.91M Buy
23,088
+601
+3% +$49.8K 1.12% 14
2025
Q4 		$1.86M Buy
22,487
+3,355
+18% +$278K 1.15% 15
2025
Q3 		$1.59M Buy
19,132
+1,045
+6% +$86.4K 1.07% 16
2025
Q2 		$1.5M Buy
+18,087
New +$1.49M 1.12% 14
2025
Q1 		– Sell
-15,350
Closed -$1.26M – 93
2024
Q4 		$1.26M Buy
+15,350
New +$1.26M 1.06% 16

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 Harvest's SHY Position: Q1 2026 in Review

Financial Harvest increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 2.7% in Q1 2026, buying an estimated $49.8K and bringing the position to 23,088 shares worth $1.91M. The position accounts for 1.12% of the portfolio, ranked #14.

Financial Harvest first reported a position in SHY in Q4 2024 and has held it in 5 quarters since. 1,217 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Financial Harvest held 23,088 shares of iShares 1-3 Year Treasury Bond ETF worth $1.91M as of Q1 2026.
  • Financial Harvest bought 601 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $49.8K.
  • iShares 1-3 Year Treasury Bond ETF made up 1.12% of Financial Harvest's portfolio in Q1 2026, its #14 holding.
  • Financial Harvest first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 5 quarters since.
  • 1,217 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Financial Harvest's 13F filing for Q1 2026, filed 5 May 2026.