Insigneo Advisory Services’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.47M Buy
17,818
+11,391
+177% +$943K 0.1% 169
2025
Q4
$532K Sell
6,427
-18,814
-75% -$1.56M 0.04% 353
2025
Q3
$2.09M Buy
25,241
+1,571
+7% +$130K 0.15% 114
2025
Q2
$1.96M Sell
23,670
-807
-3% -$66.6K 0.17% 115
2025
Q1
$2.02M Buy
24,477
+20,270
+482% +$1.67M 0.21% 96
2024
Q4
$345K Sell
4,207
-701
-14% -$57.6K 0.04% 387
2024
Q3
$408K Sell
4,908
-2,251
-31% -$186K 0.04% 360
2024
Q2
$592K Buy
+7,159
New +$582K 0.07% 256

Other funds holding SHY

Insigneo Advisory Services's SHY Position: Q1 2026 in Review

Insigneo Advisory Services increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 177% in Q1 2026, buying an estimated $943K and bringing the position to 17,818 shares worth $1.47M. The position accounts for 0.1% of the portfolio, ranked #169.

Insigneo Advisory Services first reported a position in SHY in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.09M in Q3 2025. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Insigneo Advisory Services held 17,818 shares of iShares 1-3 Year Treasury Bond ETF worth $1.47M as of Q1 2026.
  • Insigneo Advisory Services bought 11,391 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $943K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.1% of Insigneo Advisory Services's portfolio in Q1 2026, its #169 holding.
  • Insigneo Advisory Services first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • Insigneo Advisory Services's iShares 1-3 Year Treasury Bond ETF position peaked at $2.09M in Q3 2025.
  • 1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.