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

Haverford Trust Company’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 		$1.65M Sell
19,951
-3,743
-16% -$310K 0.02% 193
2025
Q4 		$1.96M Sell
23,694
-298
-1% -$24.7K 0.02% 173
2025
Q3 		$1.99M Sell
23,992
-3,229
-12% -$267K 0.02% 170
2025
Q2 		$2.26M Sell
27,221
-318,679
-92% -$26.3M 0.02% 172
2025
Q1 		$28.6M Buy
345,900
+10,783
+3% +$887K 0.29% 69
2024
Q4 		$27.5M Buy
335,117
+15,210
+5% +$1.25M 0.27% 67
2024
Q3 		$26.6M Buy
319,907
+10,557
+3% +$871K 0.26% 69
2024
Q2 		$25.3M Buy
309,350
+8,179
+3% +$665K 0.27% 69
2024
Q1 		$24.6M Buy
301,171
+29,726
+11% +$2.43M 0.26% 73
2023
Q4 		$22.3M Buy
271,445
+27,838
+11% +$2.26M 0.25% 69
2023
Q3 		$19.7M Buy
243,607
+8,692
+4% +$704K 0.24% 68
2023
Q2 		$19M Buy
234,915
+180,348
+331% +$14.7M 0.21% 72
2023
Q1 		$4.48M Buy
54,567
+19,919
+57% +$1.62M 0.05% 113
2022
Q4 		$2.81M Buy
34,648
+24,055
+227% +$1.95M 0.03% 131
2022
Q3 		$861K Sell
10,593
-705
-6% -$58K 0.01% 200
2022
Q2 		$935K Buy
11,298
+7,501
+198% +$622K 0.01% 191
2022
Q1 		$316K Buy
+3,797
New +$321K ﹤0.01% 302

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

Haverford Trust Company's SHY Position: Q1 2026 in Review

Haverford Trust Company reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 16% in Q1 2026, selling an estimated $310K and leaving 19,951 shares worth $1.65M. The position accounts for 0.02% of the portfolio, ranked #193.

Haverford Trust Company first reported a position in SHY in Q1 2022 and has held it in 17 quarters since. The position peaked at $28.6M in Q1 2025. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Haverford Trust Company held 19,951 shares of iShares 1-3 Year Treasury Bond ETF worth $1.65M as of Q1 2026.
  • Haverford Trust Company sold 3,743 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $310K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.02% of Haverford Trust Company's portfolio in Q1 2026, its #193 holding.
  • Haverford Trust Company first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • Haverford Trust Company's iShares 1-3 Year Treasury Bond ETF position peaked at $28.6M in Q1 2025.
  • 1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Haverford Trust Company's 13F filing for Q1 2026, filed 11 May 2026.