Level Four Advisory Services’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Level Four Advisory Services’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	$2.87M	Sell	34,717 -1,411	-4%	-$117K	0.09%	243
2025 Q4	$2.99M	Buy	36,128 +695	+2%	+$57.6K	0.1%	232
2025 Q3	$2.94M	Buy	35,433 +373	+1%	+$30.9K	0.1%	226
2025 Q2	$2.91M	Buy	35,060 +14,156	+68%	+$1.17M	0.11%	221
2025 Q1	$1.73M	Buy	20,904 +7,518	+56%	+$618K	0.07%	262
2024 Q4	$1.1M	Buy	13,386 +3,000	+29%	+$247K	0.04%	322
2024 Q3	$855K	Sell	10,386 -1,045	-9%	-$86.2K	0.04%	400
2024 Q2	$933K	Sell	11,431 -738	-6%	-$60K	0.04%	349
2024 Q1	$998K	Hold	12,169	–	–	0.05%	302
2023 Q4	$998K	Sell	12,169 -237	-2%	-$19.3K	0.06%	298
2023 Q3	$1M	Buy	12,406 +941	+8%	+$76.2K	0.06%	276
2023 Q2	$930K	Buy	11,465 +2,374	+26%	+$194K	0.06%	312
2023 Q1	$747K	Buy	9,091 +665	+8%	+$54.2K	0.05%	341
2022 Q4	$684K	Buy	8,426 +2,856	+51%	+$232K	0.05%	330
2022 Q3	$452K	Sell	5,570 -1,663	-23%	-$137K	0.04%	327
2022 Q2	$599K	Sell	7,233 -2,563	-26%	-$213K	0.06%	303
2022 Q1	$816K	Sell	9,796 -100	-1%	-$8.45K	0.06%	282
2021 Q4	$847K	Sell	9,896 -139	-1%	-$11.9K	0.06%	287
2021 Q3	$865K	Sell	10,035 -7,655	-43%	-$660K	0.09%	204
2021 Q2	$1.52M	Sell	17,690 -3,353	-16%	-$289K	0.11%	208
2021 Q1	$1.81M	Sell	21,043 -9,484	-31%	-$819K	0.14%	163
2020 Q4	$2.64M	Sell	30,527 -1,082	-3%	-$93.5K	0.21%	123
2020 Q3	$2.73M	Sell	31,609 -5,684	-15%	-$492K	0.21%	116
2020 Q2	$3.23M	Sell	37,293 -3,239	-8%	-$281K	0.25%	102
2020 Q1	$3.51M	Buy	40,532 +8,397	+26%	+$717K	0.42%	50
2019 Q4	$2.77M	Buy	32,135 +5,788	+22%	+$490K	0.11%	187
2019 Q3	$2.23M	Buy	26,347 +8,190	+45%	+$694K	0.23%	99
2019 Q2	$1.54M	Buy	18,157 +4,923	+37%	+$415K	0.16%	145
2019 Q1	$1.11M	Sell	13,234 -5,378	-29%	-$450K	0.12%	174
2018 Q4	$1.56M	Buy	18,612 +5,875	+46%	+$488K	0.19%	117
2018 Q3	$1.06M	Sell	12,737 -11,834	-48%	-$984K	0.11%	188
2018 Q2	$2.05M	Buy	24,571 +3,414	+16%	+$284K	0.15%	138
2018 Q1	$1.77M	Buy	21,157 +7,845	+59%	+$656K	0.14%	145
2017 Q4	$1.12M	Sell	13,312 -3,375	-20%	-$284K	0.09%	209
2017 Q3	$1.41M	Buy	16,687 +54	+0.3%	+$4.57K	0.12%	159
2017 Q2	$1.41M	Hold	16,633	–	–	0.22%	110
2017 Q1	$1.41M	Sell	16,633 -3,855	-19%	-$326K	0.14%	149
2016 Q4	$1.73M	Buy	+20,488	New	+$1.73M	0.22%	90

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

Level Four Advisory Services's SHY Position: Q1 2026 in Review

Level Four Advisory Services reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 3.9% in Q1 2026, selling an estimated $117K and leaving 34,717 shares worth $2.87M. The position accounts for 0.09% of the portfolio, ranked #243.

Level Four Advisory Services first reported a position in SHY in Q4 2016 and has held it in 38 quarters since. The position peaked at $3.51M in Q1 2020. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Level Four Advisory Services held 34,717 shares of iShares 1-3 Year Treasury Bond ETF worth $2.87M as of Q1 2026.
Level Four Advisory Services sold 1,411 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $117K.
iShares 1-3 Year Treasury Bond ETF made up 0.09% of Level Four Advisory Services's portfolio in Q1 2026, its #243 holding.
Level Four Advisory Services first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2016 and has held it in 38 quarters since.
Level Four Advisory Services's iShares 1-3 Year Treasury Bond ETF position peaked at $3.51M in Q1 2020.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.