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Logan Capital Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Logan Capital 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
2025
Q4 		– Sell
-965
Closed -$80K – 437
2025
Q3 		$80K Buy
965
+29
+3% +$2.4K ﹤0.01% 297
2025
Q2 		$77.6K Buy
936
+44
+5% +$3.63K ﹤0.01% 293
2025
Q1 		$73.7K Buy
892
+24
+3% +$1.97K ﹤0.01% 324
2024
Q4 		$71.2K Buy
868
+425
+96% +$34.9K ﹤0.01% 324
2024
Q3 		$36.8K Buy
+443
New +$36.5K ﹤0.01% 354
2021
Q4 		– Sell
-95
Closed -$8K – 556
2021
Q3 		$8K Hold
95
– – ﹤0.01% 465
2021
Q2 		$8K Sell
95
-194
-67% -$16.7K ﹤0.01% 460
2021
Q1 		$25K Buy
+289
New +$24.9K ﹤0.01% 392

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Logan Capital Management's SHY Position: Q4 2025 in Review

Logan Capital Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2025, closing a stake of 965 shares — an estimated $80K sold.

Logan Capital Management first reported a position in SHY in Q1 2021 and held it in 8 quarters. The position peaked at $80K in Q3 2025. 1,203 funds tracked by Wall St. Rank hold SHY as of Q4 2025.

  • Logan Capital Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Logan Capital Management sold 965 iShares 1-3 Year Treasury Bond ETF shares in Q4 2025, an estimated $80K.
  • Logan Capital Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2021 and held it in 8 quarters.
  • Logan Capital Management's iShares 1-3 Year Treasury Bond ETF position peaked at $80K in Q3 2025.
  • 1,203 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2025.

Based on Logan Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.