Lodestar Private Asset Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Lodestar Private Asset Management’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	$1.54M	Sell	18,698 -932	-5%	-$77.2K	0.15%	85
2025 Q4	$1.63M	Buy	19,630 +389	+2%	+$32.2K	0.16%	80
2025 Q3	$1.6M	Buy	19,241 +171	+0.9%	+$14.1K	0.17%	82
2025 Q2	$1.58M	Sell	19,070 -792	-4%	-$65.4K	0.18%	81
2025 Q1	$1.64M	Sell	19,862 -308	-2%	-$25.3K	0.21%	78
2024 Q4	$1.65M	Sell	20,170 -1,180	-6%	-$97K	0.21%	80
2024 Q3	$1.78M	Sell	21,350 -653	-3%	-$53.9K	0.23%	79
2024 Q2	$1.8M	Sell	22,003 -2,021	-8%	-$164K	0.25%	74
2024 Q1	$1.96M	Buy	24,024 +198	+0.8%	+$16.2K	0.28%	69
2023 Q4	$1.95M	Sell	23,826 -2,299	-9%	-$187K	0.3%	68
2023 Q3	$2.12M	Sell	26,125 -12,884	-33%	-$1.04M	0.36%	60
2023 Q2	$3.16M	Sell	39,009 -15,368	-28%	-$1.26M	0.53%	50
2023 Q1	$4.47M	Sell	54,377 -77,223	-59%	-$6.29M	0.8%	35
2022 Q4	$10.7M	Buy	+131,600	New	+$10.7M	2.05%	13

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

Lodestar Private Asset Management's SHY Position: Q1 2026 in Review

Lodestar Private Asset Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 4.7% in Q1 2026, selling an estimated $77.2K and leaving 18,698 shares worth $1.54M. The position accounts for 0.15% of the portfolio, ranked #85.

Lodestar Private Asset Management first reported a position in SHY in Q4 2022 and has held it in 14 quarters since. The position peaked at $10.7M in Q4 2022. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Lodestar Private Asset Management held 18,698 shares of iShares 1-3 Year Treasury Bond ETF worth $1.54M as of Q1 2026.
Lodestar Private Asset Management sold 932 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $77.2K.
iShares 1-3 Year Treasury Bond ETF made up 0.15% of Lodestar Private Asset Management's portfolio in Q1 2026, its #85 holding.
Lodestar Private Asset Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and has held it in 14 quarters since.
Lodestar Private Asset Management's iShares 1-3 Year Treasury Bond ETF position peaked at $10.7M in Q4 2022.
1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Lodestar Private Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.