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

Kestra Private Wealth 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
Q1 		$6.75M Buy
81,759
+6,205
+8% +$514K 0.08% 256
2025
Q4 		$6.26M Sell
75,554
-332
-0.4% -$27.5K 0.08% 267
2025
Q3 		$6.3M Buy
75,886
+3,935
+5% +$325K 0.08% 259
2025
Q2 		$5.96M Sell
71,951
-2,276
-3% -$188K 0.09% 249
2025
Q1 		$6.14M Buy
74,227
+9,774
+15% +$804K 0.1% 224
2024
Q4 		$5.28M Sell
64,453
-8,332
-11% -$685K 0.09% 233
2024
Q3 		$6.05M Sell
72,785
-5,140
-7% -$424K 0.11% 204
2024
Q2 		$6.36M Sell
77,925
-553
-0.7% -$45K 0.13% 179
2024
Q1 		$6.42M Sell
78,478
-7,931
-9% -$649K 0.14% 165
2023
Q4 		$7.09M Buy
86,409
+5,066
+6% +$412K 0.18% 139
2023
Q3 		$6.59M Sell
81,343
-28,450
-26% -$2.3M 0.21% 124
2023
Q2 		$8.9M Buy
109,793
+19,554
+22% +$1.6M 0.3% 81
2023
Q1 		$7.41M Sell
90,239
-7,241
-7% -$590K 0.3% 91
2022
Q4 		$7.91M Buy
97,480
+29,492
+43% +$2.39M 0.4% 64
2022
Q3 		$5.52M Buy
67,988
+61,971
+1,030% +$5.1M 0.32% 81
2022
Q2 		$498K Sell
6,017
-1,802
-23% -$149K 0.03% 509
2022
Q1 		$652K Buy
7,819
+843
+12% +$71.2K 0.03% 488
2021
Q4 		$597K Sell
6,976
-239
-3% -$20.5K 0.03% 532
2021
Q3 		$622K Buy
7,215
+4,750
+193% +$409K 0.03% 483
2021
Q2 		$212K Sell
2,465
-3,993
-62% -$344K 0.01% 793
2021
Q1 		$557K Sell
6,458
-1,599
-20% -$138K 0.04% 427
2020
Q4 		$696K Sell
8,057
-13
-0.2% -$1.12K 0.05% 367
2020
Q3 		$698K Buy
+8,070
New +$698K 0.06% 317

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kestra Private Wealth Services's SHY Position: Q1 2026 in Review

Kestra Private Wealth Services increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 8.2% in Q1 2026, buying an estimated $514K and bringing the position to 81,759 shares worth $6.75M. The position accounts for 0.08% of the portfolio, ranked #256.

Kestra Private Wealth Services first reported a position in SHY in Q3 2020 and has held it in 23 quarters since. The position peaked at $8.9M in Q2 2023. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Kestra Private Wealth Services held 81,759 shares of iShares 1-3 Year Treasury Bond ETF worth $6.75M as of Q1 2026.
  • Kestra Private Wealth Services bought 6,205 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $514K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.08% of Kestra Private Wealth Services's portfolio in Q1 2026, its #256 holding.
  • Kestra Private Wealth Services first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's iShares 1-3 Year Treasury Bond ETF position peaked at $8.9M in Q2 2023.
  • 1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.