IC
SHY icon

IEQ Capital’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

IEQ Capital’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
Q2 		– Sell
-43,396
Closed -$3.58M – 2164
2026
Q1 		$3.58M Buy
+43,396
New +$3.59M 0.02% 587
2025
Q3 		– Sell
-4,537
Closed -$376K – 2050
2025
Q2 		$376K Sell
4,537
-3,598
-44% -$297K ﹤0.01% 1294
2025
Q1 		$673K Buy
+8,135
New +$669K 0.01% 869
2024
Q4 		– Sell
-2,493
Closed -$207K – 1426
2024
Q3 		$207K Sell
2,493
-9,796
-80% -$808K ﹤0.01% 1055
2024
Q2 		$1M Buy
+12,289
New +$1,000K 0.01% 472

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

IEQ Capital's SHY Position: Q2 2026 in Review

IEQ Capital sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026, closing a stake of 43,396 shares — an estimated $3.58M sold.

IEQ Capital first reported a position in SHY in Q2 2024 and held it in 5 quarters. The position peaked at $3.58M in Q1 2026. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • IEQ Capital reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • IEQ Capital sold 43,396 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $3.58M.
  • IEQ Capital first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2024 and held it in 5 quarters.
  • IEQ Capital's iShares 1-3 Year Treasury Bond ETF position peaked at $3.58M in Q1 2026.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.