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 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 $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Freestone Capital Holdings's SHY Position: Q1 2026 in Review

Freestone Capital Holdings sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2026, closing a stake of 3,782 shares — an estimated $313K sold.

Freestone Capital Holdings first reported a position in SHY in Q2 2013 and held it in 8 quarters. The position peaked at $2.46M in Q4 2013. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Freestone Capital Holdings reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Freestone Capital Holdings sold 3,782 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $313K.
Freestone Capital Holdings first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and held it in 8 quarters.
Freestone Capital Holdings's iShares 1-3 Year Treasury Bond ETF position peaked at $2.46M in Q4 2013.
1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Freestone Capital Holdings's 13F filing for Q1 2026, filed 13 May 2026.