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 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%	-$34.3K	0.01%	402
2019 Q4	$349K	Sell	4,126 -8,777	-68%	-$744K	0.01%	461
2019 Q3	$1.09M	Buy	+12,903	New	+$1.09M	0.06%	197

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

Lido Advisors's SHY Position: Q1 2026 in Review

Lido Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 6.8% in Q1 2026, buying an estimated $4.88M and bringing the position to 929,810 shares worth $76.8M. The position accounts for 0.23% of the portfolio, ranked #69.

Lido Advisors first reported a position in SHY in Q3 2019 and has held it in 27 quarters since. The position peaked at $90.6M in Q2 2025. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Lido Advisors held 929,810 shares of iShares 1-3 Year Treasury Bond ETF worth $76.8M as of Q1 2026.
Lido Advisors bought 59,007 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $4.88M.
iShares 1-3 Year Treasury Bond ETF made up 0.23% of Lido Advisors's portfolio in Q1 2026, its #69 holding.
Lido Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2019 and has held it in 27 quarters since.
Lido Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $90.6M in Q2 2025.
1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.