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 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%	-$34.3K	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 $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lido Advisors's SHY Position: Q2 2026 in Review

Lido Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 12% in Q2 2026, selling an estimated $9.44M and leaving 814,969 shares worth $66.9M. The position accounts for 0.18% of the portfolio, ranked #80.

Lido Advisors first reported a position in SHY in Q3 2019 and has held it in 28 quarters since. The position peaked at $90.6M in Q2 2025. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Lido Advisors held 814,969 shares of iShares 1-3 Year Treasury Bond ETF worth $66.9M as of Q2 2026.
Lido Advisors sold 114,841 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $9.44M.
iShares 1-3 Year Treasury Bond ETF made up 0.18% of Lido Advisors's portfolio in Q2 2026, its #80 holding.
Lido Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2019 and has held it in 28 quarters since.
Lido Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $90.6M in Q2 2025.
1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.