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Marble Harbor Investment Counsel’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Marble Harbor Investment Counsel’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 		$262K Hold
3,172
– – 0.03% 172
2025
Q4 		$263K Buy
3,172
+43
+1% +$3.56K 0.03% 167
2025
Q3 		$260K Buy
+3,129
New +$259K 0.03% 172

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

Marble Harbor Investment Counsel's SHY Position: Q1 2026 in Review

Marble Harbor Investment Counsel held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q1 2026 at 3,172 shares worth $262K. The position accounts for 0.03% of the portfolio, ranked #172.

Marble Harbor Investment Counsel first reported a position in SHY in Q3 2025 and has held it in 3 quarters since. The position peaked at $263K in Q4 2025. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Marble Harbor Investment Counsel held 3,172 shares of iShares 1-3 Year Treasury Bond ETF worth $262K as of Q1 2026.
  • Marble Harbor Investment Counsel left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q1 2026.
  • iShares 1-3 Year Treasury Bond ETF made up 0.03% of Marble Harbor Investment Counsel's portfolio in Q1 2026, its #172 holding.
  • Marble Harbor Investment Counsel first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Marble Harbor Investment Counsel's iShares 1-3 Year Treasury Bond ETF position peaked at $263K in Q4 2025.
  • 1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Marble Harbor Investment Counsel's 13F filing for Q1 2026, filed 8 May 2026.