Key Financial Inc’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Key Financial Inc’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	–	Sell	-496	Closed	-$41.1K	–	1459
2025 Q4	$41.1K	Buy	496 +176	+55%	+$14.6K	0.01%	562
2025 Q3	$26.5K	Buy	320 +196	+158%	+$16.2K	﹤0.01%	654
2025 Q2	$10.3K	Buy	124 +34	+38%	+$2.81K	﹤0.01%	850
2025 Q1	$7.45K	Hold	90	–	–	﹤0.01%	894
2024 Q4	$7.38K	Hold	90	–	–	﹤0.01%	885
2024 Q3	$7.48K	Hold	90	–	–	﹤0.01%	866
2024 Q2	$7.35K	Hold	90	–	–	﹤0.01%	852
2024 Q1	$7.36K	Hold	90	–	–	﹤0.01%	835
2023 Q4	$7.38K	Hold	90	–	–	﹤0.01%	817
2023 Q3	$7.29K	Hold	90	–	–	﹤0.01%	806
2023 Q2	$7.3K	Hold	90	–	–	﹤0.01%	813
2023 Q1	$7.39K	Buy	+90	New	+$7.34K	﹤0.01%	743

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

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Key Financial Inc's SHY Position: Q1 2026 in Review

Key Financial Inc sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2026, closing a stake of 496 shares — an estimated $41.1K sold.

Key Financial Inc first reported a position in SHY in Q1 2023 and held it in 12 quarters. The position peaked at $41.1K in Q4 2025. 1,223 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Key Financial Inc reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Key Financial Inc sold 496 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $41.1K.
Key Financial Inc first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2023 and held it in 12 quarters.
Key Financial Inc's iShares 1-3 Year Treasury Bond ETF position peaked at $41.1K in Q4 2025.
1,223 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.