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Larson Financial Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Larson Financial Group’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 		$6.31M Buy
76,423
+36,738
+93% +$3.04M 0.2% 93
2025
Q4 		$3.29M Sell
39,685
-8,966
-18% -$743K 0.11% 163
2025
Q3 		$4.04M Sell
48,651
-25,691
-35% -$2.12M 0.14% 132
2025
Q2 		$6.16M Sell
74,342
-113,844
-60% -$9.4M 0.25% 92
2025
Q1 		$15.6M Sell
188,186
-3,780
-2% -$311K 0.74% 27
2024
Q4 		$15.7M Buy
191,966
+24,970
+15% +$2.05M 0.81% 22
2024
Q3 		$13.9M Buy
166,996
+78,519
+89% +$6.48M 0.79% 26
2024
Q2 		$7.22M Buy
88,477
+44,403
+101% +$3.61M 0.49% 46
2024
Q1 		$3.6M Buy
44,074
+22,273
+102% +$1.82M 0.28% 74
2023
Q4 		$1.79M Buy
21,801
+15,464
+244% +$1.26M 0.16% 118
2023
Q3 		$513K Buy
6,337
+757
+14% +$61.3K 0.05% 192
2023
Q2 		$452K Sell
5,580
-737
-12% -$60.3K 0.05% 205
2023
Q1 		$519K Sell
6,317
-1,156
-15% -$94.2K 0.06% 194
2022
Q4 		$607K Buy
7,473
+5,327
+248% +$432K 0.07% 176
2022
Q3 		$174K Buy
2,146
+39
+2% +$3.21K 0.02% 287
2022
Q2 		$174K Sell
2,107
-167
-7% -$13.9K 0.03% 205
2022
Q1 		$190K Sell
2,274
-3,814
-63% -$322K 0.03% 202
2021
Q4 		$521K Buy
6,088
+448
+8% +$38.4K 0.08% 109
2021
Q3 		$486K Buy
5,640
+1,268
+29% +$109K 0.1% 86
2021
Q2 		$377K Sell
4,372
-37
-0.8% -$3.19K 0.09% 88
2021
Q1 		$380K Sell
4,409
-3
-0.1% -$259 0.11% 71
2020
Q4 		$381K Sell
4,412
-2,046
-32% -$177K 0.13% 66
2020
Q3 		$559K Sell
6,458
-51
-0.8% -$4.41K 0.23% 50
2020
Q2 		$564K Buy
6,509
+6,415
+6,824% +$556K 0.27% 56
2020
Q1 		$8K Buy
94
+79
+527% +$6.75K 0.01% 320
2019
Q4 		$1K Hold
15
– – ﹤0.01% 540
2019
Q3 		$1K Sell
15
-19
-56% -$1.61K ﹤0.01% 512
2019
Q2 		$3K Hold
34
– – ﹤0.01% 369
2019
Q1 		$3K Hold
34
– – ﹤0.01% 357
2018
Q4 		$3K Buy
+34
New +$2.83K ﹤0.01% 332

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

Larson Financial Group's SHY Position: Q1 2026 in Review

Larson Financial Group increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 93% in Q1 2026, buying an estimated $3.04M and bringing the position to 76,423 shares worth $6.31M. The position accounts for 0.2% of the portfolio, ranked #93.

Larson Financial Group first reported a position in SHY in Q4 2018 and has held it in 30 quarters since. The position peaked at $15.7M in Q4 2024. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Larson Financial Group held 76,423 shares of iShares 1-3 Year Treasury Bond ETF worth $6.31M as of Q1 2026.
  • Larson Financial Group bought 36,738 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $3.04M.
  • iShares 1-3 Year Treasury Bond ETF made up 0.2% of Larson Financial Group's portfolio in Q1 2026, its #93 holding.
  • Larson Financial Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and has held it in 30 quarters since.
  • Larson Financial Group's iShares 1-3 Year Treasury Bond ETF position peaked at $15.7M in Q4 2024.
  • 1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.