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Glenview Trust’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Glenview Trust’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 		$5.93M Buy
72,231
+2,187
+3% +$180K 0.08% 149
2026
Q1 		$5.78M Sell
70,044
-42
-0.1% -$3.48K 0.09% 145
2025
Q4 		$5.8M Sell
70,086
-981
-1% -$81.3K 0.09% 147
2025
Q3 		$5.9M Sell
71,067
-1,330
-2% -$110K 0.09% 140
2025
Q2 		$6M Buy
72,397
+1,922
+3% +$159K 0.1% 133
2025
Q1 		$5.83M Sell
70,475
-12,385
-15% -$1.02M 0.11% 130
2024
Q4 		$6.79M Sell
82,860
-7,365
-8% -$605K 0.13% 119
2024
Q3 		$7.5M Sell
90,225
-2,804
-3% -$231K 0.14% 115
2024
Q2 		$7.6M Sell
93,029
-11,306
-11% -$920K 0.15% 114
2024
Q1 		$8.53M Sell
104,335
-11,918
-10% -$975K 0.18% 108
2023
Q4 		$9.54M Sell
116,253
-5,768
-5% -$469K 0.23% 100
2023
Q3 		$9.88M Sell
122,021
-1,439
-1% -$117K 0.27% 87
2023
Q2 		$10M Sell
123,460
-21,209
-15% -$1.73M 0.27% 87
2023
Q1 		$11.9M Sell
144,669
-7,548
-5% -$615K 0.36% 78
2022
Q4 		$12.4M Sell
152,217
-23,075
-13% -$1.87M 0.41% 71
2022
Q3 		$14.2M Sell
175,292
-30,122
-15% -$2.48M 0.54% 55
2022
Q2 		$17M Buy
205,414
+5,885
+3% +$488K 0.62% 47
2022
Q1 		$16.6M Sell
199,529
-6,602
-3% -$558K 0.54% 53
2021
Q4 		$17.6M Buy
206,131
+2,698
+1% +$231K 0.58% 51
2021
Q3 		$17.5M Buy
203,433
+6,760
+3% +$583K 0.68% 50
2021
Q2 		$16.9M Buy
196,673
+30,994
+19% +$2.67M 0.65% 53
2021
Q1 		$14.3M Buy
165,679
+23,306
+16% +$2.01M 0.62% 54
2020
Q4 		$12.3M Buy
142,373
+74,780
+111% +$6.46M 0.57% 59
2020
Q3 		$5.85M Buy
67,593
+14,271
+27% +$1.23M 0.3% 83
2020
Q2 		$4.62M Buy
53,322
+40,260
+308% +$3.49M 0.26% 88
2020
Q1 		$1.13M Buy
13,062
+7,330
+128% +$626K 0.08% 157
2019
Q4 		$485K Hold
5,732
– – 0.03% 238
2019
Q3 		$486K Hold
5,732
– – 0.03% 241
2019
Q2 		$486K Hold
5,732
– – 0.03% 234
2019
Q1 		$482K Buy
5,732
+120
+2% +$10K 0.03% 237
2018
Q4 		$469K Buy
5,612
+480
+9% +$39.9K 0.03% 230
2018
Q3 		$426K Buy
+5,132
New +$427K 0.03% 250

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

Glenview Trust's SHY Position: Q2 2026 in Review

Glenview Trust increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 3.1% in Q2 2026, buying an estimated $180K and bringing the position to 72,231 shares worth $5.93M. The position accounts for 0.08% of the portfolio, ranked #149.

Glenview Trust first reported a position in SHY in Q3 2018 and has held it in 32 quarters since. The position peaked at $17.6M in Q4 2021. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Glenview Trust held 72,231 shares of iShares 1-3 Year Treasury Bond ETF worth $5.93M as of Q2 2026.
  • Glenview Trust bought 2,187 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $180K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.08% of Glenview Trust's portfolio in Q2 2026, its #149 holding.
  • Glenview Trust first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2018 and has held it in 32 quarters since.
  • Glenview Trust's iShares 1-3 Year Treasury Bond ETF position peaked at $17.6M in Q4 2021.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Glenview Trust's 13F filing for Q2 2026, filed 11 Aug 2026.