LCNB Corp’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

LCNB Corp’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	$294K	Hold	3,565	–	–	0.1%	154
2025 Q4	$295K	Hold	3,565	–	–	0.1%	154
2025 Q3	$296K	Sell	3,565 -53	-1%	-$4.38K	0.1%	150
2025 Q2	$300K	Sell	3,618 -51	-1%	-$4.21K	0.11%	154
2025 Q1	$304K	Hold	3,669	–	–	0.11%	151
2024 Q4	$301K	Hold	3,669	–	–	0.11%	148
2024 Q3	$305K	Sell	3,669 -1,234	-25%	-$102K	0.11%	149
2024 Q2	$400K	Sell	4,903 -377	-7%	-$30.7K	0.15%	122
2024 Q1	$432K	Sell	5,280 -1,871	-26%	-$153K	0.16%	118
2023 Q4	$587K	Sell	7,151 -21,153	-75%	-$1.72M	0.23%	98
2023 Q3	$2.29M	Sell	28,304 -871	-3%	-$70.5K	1.01%	22
2023 Q2	$2.37M	Buy	+29,175	New	+$2.39M	1.01%	24

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LCNB Corp's SHY Position: Q1 2026 in Review

LCNB Corp held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q1 2026 at 3,565 shares worth $294K. The position accounts for 0.1% of the portfolio, ranked #154.

LCNB Corp first reported a position in SHY in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.37M in Q2 2023. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

LCNB Corp held 3,565 shares of iShares 1-3 Year Treasury Bond ETF worth $294K as of Q1 2026.
LCNB Corp left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.1% of LCNB Corp's portfolio in Q1 2026, its #154 holding.
LCNB Corp first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2023 and has held it in 12 quarters since.
LCNB Corp's iShares 1-3 Year Treasury Bond ETF position peaked at $2.37M 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 LCNB Corp's 13F filing for Q1 2026, filed 11 May 2026.