Kestra Investment Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Kestra Investment Management’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 Q1	$262K	Sell	3,169 -450	-12%	-$37.3K	﹤0.01%	386
2025 Q4	$300K	Sell	3,619 -502	-12%	-$41.6K	0.01%	366
2025 Q3	$342K	Sell	4,121 -3,780	-48%	-$313K	0.01%	338
2025 Q2	$654K	Buy	7,901 +2,936	+59%	+$242K	0.01%	342
2025 Q1	$411K	Buy	4,965 +2,966	+148%	+$244K	0.01%	289
2024 Q4	$164K	Sell	1,999 -1,208	-38%	-$99.3K	0.01%	380
2024 Q3	$267K	Buy	+3,207	New	+$265K	0.01%	285

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kestra Investment Management's SHY Position: Q1 2026 in Review

Kestra Investment Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 12% in Q1 2026, selling an estimated $37.3K and leaving 3,169 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #386.

Kestra Investment Management first reported a position in SHY in Q3 2024 and has held it in 7 quarters since. The position peaked at $654K in Q2 2025. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Kestra Investment Management held 3,169 shares of iShares 1-3 Year Treasury Bond ETF worth $262K as of Q1 2026.
Kestra Investment Management sold 450 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $37.3K.
iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of Kestra Investment Management's portfolio in Q1 2026, its #386 holding.
Kestra Investment Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2024 and has held it in 7 quarters since.
Kestra Investment Management's iShares 1-3 Year Treasury Bond ETF position peaked at $654K in Q2 2025.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.