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 Q2	–	Sell	-3,169	Closed	-$262K	–	553
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	Buy	4,121 +1,185	+40%	+$98K	0.01%	338
2025 Q2	$243K	Sell	2,936 -2,029	-41%	-$168K	0.01%	392
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 $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Kestra Investment Management's SHY Position: Q2 2026 in Review

Kestra Investment Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026, closing a stake of 3,169 shares — an estimated $262K sold.

Kestra Investment Management first reported a position in SHY in Q3 2024 and held it in 7 quarters. The position peaked at $411K in Q1 2025. 1,216 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Kestra Investment Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Kestra Investment Management sold 3,169 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $262K.
Kestra Investment Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2024 and held it in 7 quarters.
Kestra Investment Management's iShares 1-3 Year Treasury Bond ETF position peaked at $411K in Q1 2025.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.