Kovack Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $954K | Buy |
11,575
+499
| +5% | +$41.3K | 0.05% | 381 |
|
|
2025
Q4 | $917K | Buy |
11,076
+5,491
| +98% | +$455K | 0.04% | 407 |
|
|
2025
Q3 | $463K | Sell |
5,585
-231
| -4% | -$19.1K | 0.04% | 354 |
|
|
2025
Q2 | $482K | Sell |
5,816
-148
| -2% | -$12.2K | 0.05% | 339 |
|
|
2025
Q1 | $493K | Buy |
5,964
+1,381
| +30% | +$114K | 0.05% | 305 |
|
|
2024
Q4 | $376K | Sell |
4,583
-1,391
| -23% | -$114K | 0.04% | 385 |
|
|
2024
Q3 | $497K | Sell |
5,974
-809
| -12% | -$66.7K | 0.05% | 302 |
|
|
2024
Q2 | $554K | Sell |
6,783
-965
| -12% | -$78.5K | 0.06% | 285 |
|
|
2024
Q1 | $634K | Buy |
7,748
+5
| +0.1% | +$409 | 0.08% | 219 |
|
|
2023
Q4 | $635K | Sell |
7,743
-134
| -2% | -$10.9K | 0.08% | 249 |
|
|
2023
Q3 | $638K | Sell |
7,877
-76
| -1% | -$6.16K | 0.09% | 215 |
|
|
2023
Q2 | $645K | Sell |
7,953
-46
| -0.6% | -$3.76K | 0.08% | 237 |
|
|
2023
Q1 | $657K | Buy |
7,999
+248
| +3% | +$20.2K | 0.09% | 227 |
|
|
2022
Q4 | $629K | Buy |
7,751
+4,701
| +154% | +$381K | 0.09% | 228 |
|
|
2022
Q3 | $248K | Buy |
3,050
+100
| +3% | +$8.23K | 0.04% | 465 |
|
|
2022
Q2 | $244K | Hold |
2,950
| – | – | 0.03% | 509 |
|
|
2022
Q1 | $245K | Hold |
2,950
| – | – | 0.03% | 595 |
|
|
2021
Q4 | $252K | Sell |
2,950
-3,895
| -57% | -$334K | 0.02% | 582 |
|
|
2021
Q3 | $590K | Hold |
6,845
| – | – | 0.06% | 334 |
|
|
2021
Q2 | $590K | Buy |
6,845
+3,447
| +101% | +$297K | 0.07% | 309 |
|
|
2021
Q1 | $293K | Sell |
3,398
-368
| -10% | -$31.8K | 0.04% | 466 |
|
|
2020
Q4 | $325K | Sell |
3,766
-3,503
| -48% | -$303K | 0.05% | 381 |
|
|
2020
Q3 | $629K | Hold |
7,269
| – | – | 0.11% | 198 |
|
|
2020
Q2 | $630K | Hold |
7,269
| – | – | 0.12% | 181 |
|
|
2020
Q1 | $630K | Sell |
7,269
-22
| -0.3% | -$1.88K | 0.15% | 156 |
|
|
2019
Q4 | $617K | Buy |
+7,291
| New | +$618K | 0.11% | 205 |
|
|
2017
Q1 | – | Sell |
-2,920
| Closed | -$247K | – | 322 |
|
|
2016
Q4 | $247K | Buy |
+2,920
| New | +$247K | 0.12% | 192 |
|
|
2016
Q2 | – | Sell |
-4,515
| Closed | -$384K | – | 298 |
|
|
2016
Q1 | $384K | Buy |
+4,515
| New | +$383K | 0.24% | 112 |
|
|
2014
Q1 | – | Sell |
-2,749
| Closed | -$232K | – | 90 |
|
|
2013
Q4 | $232K | Sell |
2,749
-236
| -8% | -$19.9K | 1.26% | 32 |
|
|
2013
Q3 | $252K | Sell |
2,985
-544
| -15% | -$45.9K | 1.3% | 25 |
|
|
2013
Q2 | $297K | Buy |
+3,529
| New | +$298K | 1.75% | 20 |
|
Other funds holding SHY
Kovack Advisors's SHY Position: Q1 2026 in Review
Kovack Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 4.5% in Q1 2026, buying an estimated $41.3K and bringing the position to 11,575 shares worth $954K. The position accounts for 0.05% of the portfolio, ranked #381.
Kovack Advisors first reported a position in SHY in Q2 2013 and has held it in 31 quarters since. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.
- Kovack Advisors held 11,575 shares of iShares 1-3 Year Treasury Bond ETF worth $954K as of Q1 2026.
- Kovack Advisors bought 499 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $41.3K.
- iShares 1-3 Year Treasury Bond ETF made up 0.05% of Kovack Advisors's portfolio in Q1 2026, its #381 holding.
- Kovack Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and has held it in 31 quarters since.
- 1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.
Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.