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Lowe Brockenbrough & Co’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Lowe Brockenbrough & Co’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 		$2.06K Hold
25
– – ﹤0.01% 328
2025
Q4 		$2.07K Hold
25
– – ﹤0.01% 329
2025
Q3 		$2.07K Buy
+25
New +$2.07K ﹤0.01% 332
2023
Q3 		– Sell
-2,643
Closed -$214K – 269
2023
Q2 		$214K Buy
+2,643
New +$216K 0.02% 262

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lowe Brockenbrough & Co's SHY Position: Q1 2026 in Review

Lowe Brockenbrough & Co held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q1 2026 at 25 shares worth $2.06K. The position accounts for ﹤0.01% of the portfolio, ranked #328.

Lowe Brockenbrough & Co first reported a position in SHY in Q2 2023 and has held it in 4 quarters since. The position peaked at $214K in Q2 2023. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Lowe Brockenbrough & Co held 25 shares of iShares 1-3 Year Treasury Bond ETF worth $2.06K as of Q1 2026.
  • Lowe Brockenbrough & Co left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q1 2026.
  • iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #328 holding.
  • Lowe Brockenbrough & Co first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2023 and has held it in 4 quarters since.
  • Lowe Brockenbrough & Co's iShares 1-3 Year Treasury Bond ETF position peaked at $214K in Q2 2023.
  • 1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q1 2026, filed 7 May 2026.