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

Insight 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
2026 Q3	$281K	Buy	+3,458	New	+$283K	0.05%	195

Other funds holding SHY

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

TFC Financial Management Boston, Massachusetts $893M AUM 15.25% 1-Year Est. Return

Insight Advisors's SHY Position: Q3 2026 in Review

Insight Advisors opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2026: 3,458 shares worth $281K. The stake represents 0.05% of the portfolio and ranks #195 among its holdings.

746 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

Insight Advisors held 3,458 shares of iShares 1-3 Year Treasury Bond ETF worth $281K as of Q3 2026.
iShares 1-3 Year Treasury Bond ETF was a new Insight Advisors position in Q3 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.05% of Insight Advisors's portfolio in Q3 2026, its #195 holding.
746 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Insight Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.