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

INVST’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 		$637K Sell
7,761
-180
-2% -$14.8K 0.06% 236
2026
Q1 		$656K Sell
7,941
-762
-9% -$63.1K 0.07% 226
2025
Q4 		$721K Sell
8,703
-1,560
-15% -$129K 0.08% 205
2025
Q3 		$851K Sell
10,263
-185,332
-95% -$15.3M 0.1% 171
2025
Q2 		$16.2M Buy
195,595
+185,947
+1,927% +$15.4M 2.02% 10
2025
Q1 		$798K Buy
9,648
+6,233
+183% +$513K 0.11% 147
2024
Q4 		$280K Buy
+3,415
New +$281K 0.03% 211
2023
Q4 		– Sell
-334,573
Closed -$27.1M – 224
2023
Q3 		$27.1M Sell
334,573
-11,471
-3% -$929K 3.92% 4
2023
Q2 		$28.1M Buy
+346,044
New +$28.3M 4.06% 5
2023
Q1 		– Sell
-10,776
Closed -$881K – 190
2022
Q4 		$881K Sell
10,776
-360,427
-97% -$29.2M 0.14% 89
2022
Q3 		$30.1M Buy
371,203
+32,142
+9% +$2.65M 5.15% 3
2022
Q2 		$28M Buy
+339,061
New +$28.1M 4.33% 7
2022
Q1 		– Sell
-349,104
Closed -$29.4M – 193
2021
Q4 		$29.4M Buy
+349,104
New +$29.9M 4.61% 6
2021
Q2 		– Sell
-293,222
Closed -$25.3M – 213
2021
Q1 		$25.3M Buy
+293,222
New +$25.3M 4.38% 5

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

INVST's SHY Position: Q2 2026 in Review

INVST reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 2.3% in Q2 2026, selling an estimated $14.8K and leaving 7,761 shares worth $637K. The position accounts for 0.06% of the portfolio, ranked #236.

INVST first reported a position in SHY in Q1 2021 and has held it in 14 quarters since. The position peaked at $30.1M in Q3 2022. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • INVST held 7,761 shares of iShares 1-3 Year Treasury Bond ETF worth $637K as of Q2 2026.
  • INVST sold 180 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $14.8K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.06% of INVST's portfolio in Q2 2026, its #236 holding.
  • INVST first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2021 and has held it in 14 quarters since.
  • INVST's iShares 1-3 Year Treasury Bond ETF position peaked at $30.1M in Q3 2022.
  • 1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.