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IFC & Insurance Marketing’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

IFC & Insurance Marketing’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 		$307K Buy
3,739
+190
+5% +$15.6K 0.27% 53
2026
Q1 		$293K Sell
3,549
-1,153
-25% -$95.4K 0.31% 48
2025
Q4 		$389K Buy
+4,702
New +$390K 0.39% 37

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

IFC & Insurance Marketing's SHY Position: Q2 2026 in Review

IFC & Insurance Marketing increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 5.4% in Q2 2026, buying an estimated $15.6K and bringing the position to 3,739 shares worth $307K. The position accounts for 0.27% of the portfolio, ranked #53.

IFC & Insurance Marketing first reported a position in SHY in Q4 2025 and has held it in 3 quarters since. The position peaked at $389K in Q4 2025. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • IFC & Insurance Marketing held 3,739 shares of iShares 1-3 Year Treasury Bond ETF worth $307K as of Q2 2026.
  • IFC & Insurance Marketing bought 190 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $15.6K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.27% of IFC & Insurance Marketing's portfolio in Q2 2026, its #53 holding.
  • IFC & Insurance Marketing first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • IFC & Insurance Marketing's iShares 1-3 Year Treasury Bond ETF position peaked at $389K in Q4 2025.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on IFC & Insurance Marketing's 13F filing for Q2 2026, filed 9 Jul 2026.