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Leigh Baldwin & Co’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Leigh Baldwin & Co’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 		$1.19M Buy
14,472
+675
+5% +$55.9K 0.77% 35
2025
Q4 		$1.14M Buy
13,797
+925
+7% +$76.7K 0.75% 31
2025
Q3 		$1.07M Buy
12,872
+1,225
+11% +$101K 0.6% 43
2025
Q2 		$965K Buy
11,647
+5,197
+81% +$429K 0.63% 38
2025
Q1 		$534K Buy
6,450
+2,375
+58% +$195K 0.43% 60
2024
Q4 		$334K Buy
+4,075
New +$335K 0.28% 100

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

Leigh Baldwin & Co's SHY Position: Q1 2026 in Review

Leigh Baldwin & Co increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 4.9% in Q1 2026, buying an estimated $55.9K and bringing the position to 14,472 shares worth $1.19M. The position accounts for 0.77% of the portfolio, ranked #35.

Leigh Baldwin & Co first reported a position in SHY in Q4 2024 and has held it in 6 quarters since. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Leigh Baldwin & Co held 14,472 shares of iShares 1-3 Year Treasury Bond ETF worth $1.19M as of Q1 2026.
  • Leigh Baldwin & Co bought 675 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $55.9K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.77% of Leigh Baldwin & Co's portfolio in Q1 2026, its #35 holding.
  • Leigh Baldwin & Co first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Leigh Baldwin & Co's 13F filing for Q1 2026, filed 20 May 2026.