Lido Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Lido Advisors’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 Q3	$77.4M	Buy	953,234 +138,265	+17%	+$11.3M	0.2%	74
2026 Q2	$66.9M	Sell	814,969 -114,841	-12%	-$9.44M	0.18%	80
2026 Q1	$76.8M	Buy	929,810 +59,007	+7%	+$4.88M	0.23%	69
2025 Q4	$72.2M	Buy	870,803 +12,221	+1%	+$1.01M	0.22%	69
2025 Q3	$71.2M	Sell	858,582 -235,028	-21%	-$19.4M	0.22%	63
2025 Q2	$90.6M	Buy	1,093,610 +446,266	+69%	+$36.8M	0.35%	41
2025 Q1	$53.6M	Buy	647,344 +346,733	+115%	+$28.5M	0.24%	61
2024 Q4	$24.6M	Buy	300,611 +33,548	+13%	+$2.76M	0.11%	112
2024 Q3	$22.2M	Buy	267,063 +9,217	+4%	+$760K	0.11%	94
2024 Q2	$21.1M	Sell	257,846 -145,658	-36%	-$11.9M	0.12%	95
2024 Q1	$33M	Buy	403,504 +289,844	+255%	+$23.7M	0.19%	54
2023 Q4	$9.32M	Sell	113,660 -16,111	-12%	-$1.31M	0.06%	171
2023 Q3	$10.5M	Buy	129,771 +115,946	+839%	+$9.39M	0.08%	134
2023 Q2	$1.12M	Sell	13,825 -90,558	-87%	-$7.4M	0.01%	494
2023 Q1	$8.58M	Sell	104,383 -371,422	-78%	-$30.3M	0.08%	145
2022 Q4	$38.6M	Buy	475,805 +186,625	+65%	+$15.1M	0.47%	22
2022 Q3	$23.5M	Sell	289,180 -19,456	-6%	-$1.6M	0.3%	40
2022 Q2	$25.6M	Buy	308,636 +92,790	+43%	+$7.7M	0.34%	33
2022 Q1	$18M	Buy	215,846 +21,434	+11%	+$1.81M	0.2%	56
2021 Q4	$16.6M	Buy	194,412 +186,177	+2,261%	+$16M	0.18%	65
2021 Q3	$709K	Buy	8,235 +4,835	+142%	+$417K	0.01%	479
2021 Q2	$293K	Sell	3,400 -141,741	-98%	-$12.2M	﹤0.01%	731
2021 Q1	$12.5M	Buy	145,141 +141,978	+4,489%	+$12.3M	0.22%	59
2020 Q4	$273K	Sell	3,163 -56,857	-95%	-$4.91M	0.01%	655
2020 Q3	$5.19M	Sell	60,020 -90,322	-60%	-$7.82M	0.13%	93
2020 Q2	$13M	Buy	150,342 +146,617	+3,936%	+$12.7M	0.39%	33
2020 Q1	$323K	Sell	3,725 -401	-10%	-$34.2K	0.01%	402
2019 Q4	$349K	Sell	4,126 -8,777	-68%	-$744K	0.01%	462
2019 Q3	$1.09M	Buy	+12,903	New	+$1.09M	0.06%	196

Other funds holding SHY

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

TFC Financial Management Boston, Massachusetts $893M AUM 15.25% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Lido Advisors's SHY Position: Q3 2026 in Review

Lido Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 17% in Q3 2026, buying an estimated $11.3M and bringing the position to 953,234 shares worth $77.4M. The position accounts for 0.2% of the portfolio, ranked #74.

Lido Advisors first reported a position in SHY in Q3 2019 and has held it in 29 quarters since. The position peaked at $90.6M in Q2 2025. 669 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

Lido Advisors held 953,234 shares of iShares 1-3 Year Treasury Bond ETF worth $77.4M as of Q3 2026.
Lido Advisors bought 138,265 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $11.3M.
iShares 1-3 Year Treasury Bond ETF made up 0.2% of Lido Advisors's portfolio in Q3 2026, its #74 holding.
Lido Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2019 and has held it in 29 quarters since.
Lido Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $90.6M in Q2 2025.
669 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.