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 $1.89T 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

HighTower Advisors's SHY Position: Q2 2026 in Review

HighTower Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1.2% in Q2 2026, selling an estimated $758K and leaving 739,930 shares worth $60.8M. The position accounts for 0.06% of the portfolio, ranked #325.

HighTower Advisors first reported a position in SHY in Q2 2013 and has held it in 53 quarters since. The position peaked at $156M in Q3 2022. 1,216 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • HighTower Advisors held 739,930 shares of iShares 1-3 Year Treasury Bond ETF worth $60.8M as of Q2 2026.
  • HighTower Advisors sold 9,214 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $758K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.06% of HighTower Advisors's portfolio in Q2 2026, its #325 holding.
  • HighTower Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and has held it in 53 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 Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.