HighTower Advisors
SHY icon

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

HighTower 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
2020
Q3 		– Sell
-5,000
Closed -$6K – 2680
2020
Q2 		$6K Hold
5,000
– – ﹤0.01% 2338
2020
Q1 		$8K Hold
5,000
– – ﹤0.01% 2132
2019
Q4 		$3K Buy
+5,000
New +$424K ﹤0.01% 2241

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

HighTower Advisors's SHY Position: Q1 2026 in Review

HighTower Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 15% in Q1 2026, selling an estimated $10.6M and leaving 749,144 shares worth $61.9M. The position accounts for 0.07% of the portfolio, ranked #300.

HighTower Advisors first reported a position in SHY in Q2 2013 and has held it in 52 quarters since. The position peaked at $156M in Q3 2022. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • HighTower Advisors held 749,144 shares of iShares 1-3 Year Treasury Bond ETF worth $61.9M as of Q1 2026.
  • HighTower Advisors sold 127,848 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $10.6M.
  • iShares 1-3 Year Treasury Bond ETF made up 0.07% of HighTower Advisors's portfolio in Q1 2026, its #300 holding.
  • HighTower Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and has held it in 52 quarters since.
  • HighTower Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $156M in Q3 2022.
  • 1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.