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Ingalls & Snyder LLC’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Ingalls & Snyder LLC’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 		$507K Hold
6,175
– – 0.01% 301
2026
Q1 		$510K Hold
6,175
– – 0.02% 290
2025
Q4 		$511K Buy
+6,175
New +$512K 0.02% 291
2024
Q4 		– Sell
-3,575
Closed -$297K – 469
2024
Q3 		$297K Hold
3,575
– – 0.01% 372
2024
Q2 		$292K Sell
3,575
-250
-7% -$20.3K 0.01% 345
2024
Q1 		$313K Sell
3,825
-2,250
-37% -$184K 0.01% 343
2023
Q4 		$498K Sell
6,075
-3,340
-35% -$271K 0.02% 284
2023
Q3 		$762K Sell
9,415
-3,135
-25% -$254K 0.04% 231
2023
Q2 		$1.02M Sell
12,550
-1,430
-10% -$117K 0.05% 210
2023
Q1 		$1.15M Buy
13,980
+135
+1% +$11K 0.06% 192
2022
Q4 		$1.12M Sell
13,845
-350
-2% -$28.4K 0.06% 192
2022
Q3 		$1.15M Buy
14,195
+2,525
+22% +$208K 0.06% 180
2022
Q2 		$966K Sell
11,670
-4,150
-26% -$344K 0.05% 205
2022
Q1 		$1.32M Sell
15,820
-2,290
-13% -$194K 0.06% 188
2021
Q4 		$1.55M Hold
18,110
– – 0.07% 180
2021
Q3 		$1.56M Buy
18,110
+2,340
+15% +$202K 0.07% 187
2021
Q2 		$1.36M Sell
15,770
-755
-5% -$65.1K 0.06% 207
2021
Q1 		$1.43M Sell
16,525
-20
-0.1% -$1.73K 0.07% 195
2020
Q4 		$1.43M Buy
16,545
+1,120
+7% +$96.8K 0.07% 183
2020
Q3 		$1.33M Buy
15,425
+7,250
+89% +$627K 0.09% 154
2020
Q2 		$708K Buy
8,175
+700
+9% +$60.6K 0.04% 228
2020
Q1 		$648K Hold
7,475
– – 0.04% 238
2019
Q4 		$633K Hold
7,475
– – 0.03% 246
2019
Q3 		$634K Hold
7,475
– – 0.03% 264
2019
Q2 		$634K Buy
7,475
+3,000
+67% +$253K 0.03% 269
2019
Q1 		$376K Hold
4,475
– – 0.02% 319
2018
Q4 		$374K Hold
4,475
– – 0.02% 305
2018
Q3 		$372K Hold
4,475
– – 0.02% 336
2018
Q2 		$373K Hold
4,475
– – 0.02% 303
2018
Q1 		$374K Sell
4,475
-200
-4% -$16.7K 0.02% 292
2017
Q4 		$392K Hold
4,675
– – 0.02% 289
2017
Q3 		$395K Buy
+4,675
New +$395K 0.02% 263

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

Ingalls & Snyder LLC's SHY Position: Q2 2026 in Review

Ingalls & Snyder LLC held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 6,175 shares worth $507K. The position accounts for 0.01% of the portfolio, ranked #301.

Ingalls & Snyder LLC first reported a position in SHY in Q3 2017 and has held it in 32 quarters since. The position peaked at $1.56M in Q3 2021. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Ingalls & Snyder LLC held 6,175 shares of iShares 1-3 Year Treasury Bond ETF worth $507K as of Q2 2026.
  • Ingalls & Snyder LLC left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 1-3 Year Treasury Bond ETF made up 0.01% of Ingalls & Snyder LLC's portfolio in Q2 2026, its #301 holding.
  • Ingalls & Snyder LLC first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2017 and has held it in 32 quarters since.
  • Ingalls & Snyder LLC's iShares 1-3 Year Treasury Bond ETF position peaked at $1.56M in Q3 2021.
  • 1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Ingalls & Snyder LLC's 13F filing for Q2 2026, filed 14 Aug 2026.