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Gallagher Fiduciary Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Gallagher Fiduciary 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 		$3.3M Buy
40,232
+81
+0.2% +$6.66K 0.11% 58
2026
Q1 		$3.32M Sell
40,151
-797
-2% -$66K 0.13% 36
2025
Q4 		$3.39M Buy
40,948
+14,999
+58% +$1.24M 0.11% 49
2025
Q3 		$2.15M Buy
25,949
+540
+2% +$44.7K 0.08% 51
2025
Q2 		$2.11M Sell
25,409
-6,216
-20% -$513K 0.08% 45
2025
Q1 		$2.62M Buy
31,625
+3,076
+11% +$253K 0.09% 51
2024
Q4 		$2.34M Buy
28,549
+447
+2% +$36.7K 0.46% 34
2024
Q3 		$2.34M Buy
28,102
+890
+3% +$73.4K 0.47% 33
2024
Q2 		$2.22M Buy
27,212
+16,676
+158% +$1.36M 0.5% 26
2024
Q1 		$862K Sell
10,536
-2,571
-20% -$210K 0.03% 64
2023
Q4 		$1.08M Buy
13,107
+1,845
+16% +$150K 0.04% 51
2023
Q3 		$912K Sell
11,262
-1,360
-11% -$110K 0.08% 50
2023
Q2 		$1.02M Buy
12,622
+39
+0.3% +$3.19K 0.08% 60
2023
Q1 		$1.03M Buy
+12,583
New +$1.03M 0.09% 60

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

Gallagher Fiduciary Advisors's SHY Position: Q2 2026 in Review

Gallagher Fiduciary Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.2% in Q2 2026, buying an estimated $6.66K and bringing the position to 40,232 shares worth $3.3M. The position accounts for 0.11% of the portfolio, ranked #58.

Gallagher Fiduciary Advisors first reported a position in SHY in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.39M in Q4 2025. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Gallagher Fiduciary Advisors held 40,232 shares of iShares 1-3 Year Treasury Bond ETF worth $3.3M as of Q2 2026.
  • Gallagher Fiduciary Advisors bought 81 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $6.66K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.11% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #58 holding.
  • Gallagher Fiduciary Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Gallagher Fiduciary Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $3.39M in Q4 2025.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.