Freestone Capital Holdings’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Freestone Capital Holdings’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	$221K	Buy	+2,697	New	+$222K	0.01%	554
2026 Q1	–	Sell	-3,782	Closed	-$313K	–	617
2025 Q4	$313K	Buy	+3,782	New	+$314K	0.01%	415
2024 Q4	–	Sell	-2,537	Closed	-$211K	–	468
2024 Q3	$211K	Hold	2,537	–	–	0.01%	410
2024 Q2	$207K	Buy	+2,537	New	+$206K	0.01%	431
2021 Q1	–	Sell	-55	Closed	-$4.75K	–	998
2020 Q4	$4.75K	Hold	55	–	–	﹤0.01%	1010
2020 Q3	$4.76K	Buy	+55	New	+$4.76K	﹤0.01%	887
2014 Q1	–	Sell	-29,116	Closed	-$2.46M	–	289
2013 Q4	$2.46M	Buy	29,116 +16,701	+135%	+$1.41M	0.44%	39
2013 Q3	$1.05M	Buy	12,415 +2,744	+28%	+$231K	0.19%	105
2013 Q2	$815K	Buy	+9,671	New	+$816K	0.17%	106

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

Freestone Capital Holdings's SHY Position: Q2 2026 in Review

Freestone Capital Holdings opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026: 2,697 shares worth $221K. The stake represents 0.01% of the portfolio and ranks #554 among its holdings. This is a return to the name: Freestone Capital Holdings previously reported a position in SHY as recently as Q4 2025.

Freestone Capital Holdings first reported a position in SHY in Q2 2013 and has held it in 9 quarters since. The position peaked at $2.46M in Q4 2013. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Freestone Capital Holdings held 2,697 shares of iShares 1-3 Year Treasury Bond ETF worth $221K as of Q2 2026.
iShares 1-3 Year Treasury Bond ETF was a new Freestone Capital Holdings position in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.01% of Freestone Capital Holdings's portfolio in Q2 2026, its #554 holding.
Freestone Capital Holdings first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and has held it in 9 quarters since.
Freestone Capital Holdings's iShares 1-3 Year Treasury Bond ETF position peaked at $2.46M in Q4 2013.
1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.