HI
SHY icon

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

Harbour 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 		$758K Buy
9,184
+6,084
+196% +$504K 0.01% 873
2025
Q4 		$257K Sell
3,100
-19
-0.6% -$1.57K 0.01% 1162
2025
Q3 		$259K Buy
3,119
+18
+0.6% +$1.49K 0.01% 1127
2025
Q2 		$257K Sell
3,101
-779
-20% -$64.3K 0.01% 1061
2025
Q1 		$321K Buy
3,880
+1,071
+38% +$88.1K 0.01% 890
2024
Q4 		$230K Sell
2,809
-387
-12% -$31.8K 0.01% 979
2024
Q3 		$266K Buy
3,196
+258
+9% +$21.3K 0.01% 898
2024
Q2 		$240K Buy
2,938
+42
+1% +$3.42K 0.01% 878
2024
Q1 		$237K Sell
2,896
-210
-7% -$17.2K 0.01% 855
2023
Q4 		$255K Buy
3,106
+741
+31% +$60.2K 0.01% 763
2023
Q3 		$191K Sell
2,365
-1,017
-30% -$82.4K 0.01% 803
2023
Q2 		$274K Sell
3,382
-10,774
-76% -$881K 0.01% 686
2023
Q1 		$1.16M Buy
14,156
+3,924
+38% +$320K 0.06% 285
2022
Q4 		$831K Buy
10,232
+8,372
+450% +$679K 0.05% 341
2022
Q3 		$154K Hold
1,860
– – 0.01% 797
2022
Q2 		$154K Buy
+1,860
New +$154K 0.01% 797
2021
Q4 		$21K Sell
246
-4,025
-94% -$345K ﹤0.01% 1659
2021
Q3 		$368K Sell
4,271
-97,553
-96% -$8.41M 0.01% 764
2021
Q2 		$8.77M Buy
101,824
+6,829
+7% +$589K 0.28% 66
2021
Q1 		$8.19M Buy
+94,995
New +$8.2M 0.29% 65

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

Harbour Investments's SHY Position: Q1 2026 in Review

Harbour Investments increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 196% in Q1 2026, buying an estimated $504K and bringing the position to 9,184 shares worth $758K. The position accounts for 0.01% of the portfolio, ranked #873.

Harbour Investments first reported a position in SHY in Q1 2021 and has held it in 20 quarters since. The position peaked at $8.77M in Q2 2021. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Harbour Investments held 9,184 shares of iShares 1-3 Year Treasury Bond ETF worth $758K as of Q1 2026.
  • Harbour Investments bought 6,084 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $504K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.01% of Harbour Investments's portfolio in Q1 2026, its #873 holding.
  • Harbour Investments first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2021 and has held it in 20 quarters since.
  • Harbour Investments's iShares 1-3 Year Treasury Bond ETF position peaked at $8.77M in Q2 2021.
  • 1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

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