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GLOBALT Investments’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

GLOBALT Investments’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 		$1.38M Hold
16,750
– – 0.05% 126
2025
Q4 		$1.39M Sell
16,750
-205
-1% -$17K 0.05% 124
2025
Q3 		$1.41M Sell
16,955
-1,350
-7% -$112K 0.05% 130
2025
Q2 		$1.52M Sell
18,305
-2,625
-13% -$217K 0.06% 128
2025
Q1 		$1.73M Sell
20,930
-2,175
-9% -$179K 0.07% 121
2024
Q4 		$1.89M Sell
23,105
-2,200
-9% -$181K 0.07% 123
2024
Q3 		$2.1M Sell
25,305
-700
-3% -$57.8K 0.08% 117
2024
Q2 		$2.12M Buy
26,005
+5,800
+29% +$472K 0.08% 114
2024
Q1 		$1.65M Hold
20,205
– – 0.07% 125
2023
Q4 		$1.66M Buy
+20,205
New +$1.64M 0.07% 122

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GLOBALT Investments's SHY Position: Q1 2026 in Review

GLOBALT Investments held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q1 2026 at 16,750 shares worth $1.38M. The position accounts for 0.05% of the portfolio, ranked #126.

GLOBALT Investments first reported a position in SHY in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.12M in Q2 2024. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • GLOBALT Investments held 16,750 shares of iShares 1-3 Year Treasury Bond ETF worth $1.38M as of Q1 2026.
  • GLOBALT Investments left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q1 2026.
  • iShares 1-3 Year Treasury Bond ETF made up 0.05% of GLOBALT Investments's portfolio in Q1 2026, its #126 holding.
  • GLOBALT Investments first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • GLOBALT Investments's iShares 1-3 Year Treasury Bond ETF position peaked at $2.12M in Q2 2024.
  • 1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on GLOBALT Investments's 13F filing for Q1 2026, filed 15 May 2026.