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

Kestra Advisory Services’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 		$21.8M Sell
265,473
-12,958
-5% -$1.07M 0.07% 291
2026
Q1 		$23M Buy
278,431
+57,549
+26% +$4.76M 0.09% 239
2025
Q4 		$18.3M Buy
220,882
+8,148
+4% +$675K 0.08% 265
2025
Q3 		$17.6M Sell
212,734
-14,726
-6% -$1.22M 0.08% 248
2025
Q2 		$18.8M Buy
227,460
+14,652
+7% +$1.21M 0.09% 218
2025
Q1 		$17.6M Sell
212,808
-113,106
-35% -$9.3M 0.09% 212
2024
Q4 		$26.7M Buy
325,914
+124,580
+62% +$10.2M 0.15% 130
2024
Q3 		$16.7M Buy
201,334
+6,529
+3% +$539K 0.09% 233
2024
Q2 		$15.5M Buy
194,805
+5,663
+3% +$461K 0.09% 250
2024
Q1 		$15.5M Buy
189,142
+2,325
+1% +$190K 0.1% 201
2023
Q4 		$15.3M Buy
186,817
+40,094
+27% +$3.26M 0.12% 176
2023
Q3 		$11.9M Sell
146,723
-2,833
-2% -$229K 0.12% 195
2023
Q2 		$12.1M Sell
149,556
-13,553
-8% -$1.11M 0.12% 192
2023
Q1 		$13.4M Sell
163,109
-169,655
-51% -$13.8M 0.15% 156
2022
Q4 		$27M Buy
332,764
+71,708
+27% +$5.82M 0.24% 91
2022
Q3 		$21.2M Buy
261,056
+75,853
+41% +$6.24M 0.23% 99
2022
Q2 		$15.3M Buy
185,203
+55,006
+42% +$4.56M 0.16% 140
2022
Q1 		$10.9M Sell
130,197
-2,504
-2% -$212K 0.11% 201
2021
Q4 		$11.4M Sell
132,701
-5,032
-4% -$432K 0.11% 200
2021
Q3 		$11.9M Sell
137,733
-127
-0.1% -$10.9K 0.12% 191
2021
Q2 		$11.9M Sell
137,860
-7,828
-5% -$675K 0.13% 171
2021
Q1 		$12.6M Sell
145,688
-5,906
-4% -$510K 0.16% 152
2020
Q4 		$13.1M Buy
151,594
+39,903
+36% +$3.45M 0.15% 158
2020
Q3 		$9.69M Buy
+111,691
New +$9.66M 0.18% 147

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

Kestra Advisory Services's SHY Position: Q2 2026 in Review

Kestra Advisory Services reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 4.7% in Q2 2026, selling an estimated $1.07M and leaving 265,473 shares worth $21.8M. The position accounts for 0.07% of the portfolio, ranked #291.

Kestra Advisory Services first reported a position in SHY in Q3 2020 and has held it in 24 quarters since. The position peaked at $27M in Q4 2022. 1,211 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Kestra Advisory Services held 265,473 shares of iShares 1-3 Year Treasury Bond ETF worth $21.8M as of Q2 2026.
  • Kestra Advisory Services sold 12,958 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.07M.
  • iShares 1-3 Year Treasury Bond ETF made up 0.07% of Kestra Advisory Services's portfolio in Q2 2026, its #291 holding.
  • Kestra Advisory Services first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • Kestra Advisory Services's iShares 1-3 Year Treasury Bond ETF position peaked at $27M in Q4 2022.
  • 1,211 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.