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Flagship Harbor Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Flagship Harbor 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
Q2 		$917K Sell
11,164
-145
-1% -$11.9K 0.04% 369
2026
Q1 		$934K Sell
11,309
-78
-0.7% -$6.46K 0.04% 328
2025
Q4 		$943K Sell
11,387
-583
-5% -$48.3K 0.04% 306
2025
Q3 		$993K Sell
11,970
-790
-6% -$65.3K 0.04% 321
2025
Q2 		$1.06M Buy
12,760
+1,091
+9% +$90.1K 0.05% 295
2025
Q1 		$965K Buy
11,669
+351
+3% +$28.9K 0.05% 285
2024
Q4 		$928K Sell
11,318
-2,406
-18% -$198K 0.05% 288
2024
Q3 		$1.14M Sell
13,724
-430
-3% -$35.5K 0.06% 254
2024
Q2 		$1.16M Sell
14,154
-1,066
-7% -$86.7K 0.07% 244
2024
Q1 		$1.24M Buy
15,220
+418
+3% +$34.2K 0.08% 220
2023
Q4 		$1.21M Buy
14,802
+8,899
+151% +$723K 0.09% 202
2023
Q3 		$478K Buy
+5,903
New +$478K 0.04% 340
2020
Q4 		– Sell
-360
Closed -$31K – 1555
2020
Q3 		$31K Sell
360
-2,033
-85% -$176K ﹤0.01% 1011
2020
Q2 		$207K Buy
2,393
+1,918
+404% +$166K 0.03% 454
2020
Q1 		$41K Sell
475
-5,230
-92% -$447K 0.01% 814
2019
Q4 		$483K Buy
5,705
+4,917
+624% +$417K 0.08% 237
2019
Q3 		$66K Buy
788
+11
+1% +$932 0.01% 699
2019
Q2 		$65K Sell
777
-1,112
-59% -$93.6K 0.01% 682
2019
Q1 		$158K Sell
1,889
-1,857
-50% -$155K 0.03% 458
2018
Q4 		$313K Buy
3,746
+839
+29% +$69.7K 0.08% 270
2018
Q3 		$241K Buy
2,907
+99
+4% +$8.24K 0.04% 365
2018
Q2 		$234K Buy
2,808
+397
+16% +$33.1K 0.05% 354
2018
Q1 		$200K Buy
+2,411
New +$201K 0.06% 344

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Flagship Harbor Advisors's SHY Position: Q2 2026 in Review

Flagship Harbor Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1.3% in Q2 2026, selling an estimated $11.9K and leaving 11,164 shares worth $917K. The position accounts for 0.04% of the portfolio, ranked #369.

Flagship Harbor Advisors first reported a position in SHY in Q1 2018 and has held it in 23 quarters since. The position peaked at $1.24M in Q1 2024. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Flagship Harbor Advisors held 11,164 shares of iShares 1-3 Year Treasury Bond ETF worth $917K as of Q2 2026.
  • Flagship Harbor Advisors sold 145 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $11.9K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.04% of Flagship Harbor Advisors's portfolio in Q2 2026, its #369 holding.
  • Flagship Harbor Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2018 and has held it in 23 quarters since.
  • Flagship Harbor Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $1.24M in Q1 2024.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Flagship Harbor Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.