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MBA Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

MBA 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 		$11.3M Buy
138,014
+13,882
+11% +$1.14M 3.81% 7
2026
Q1 		$10.2M Buy
124,132
+11,787
+10% +$976K 3.94% 7
2025
Q4 		$9.3M Buy
112,345
+7,122
+7% +$590K 3.75% 7
2025
Q3 		$8.73M Buy
105,223
+17,816
+20% +$1.47M 3.73% 7
2025
Q2 		$7.24M Buy
87,407
+30,720
+54% +$2.54M 3.34% 9
2025
Q1 		$4.69M Buy
56,687
+1,808
+3% +$149K 2.32% 12
2024
Q4 		$4.5M Sell
54,879
-3,338
-6% -$274K 2.26% 15
2024
Q3 		$4.84M Buy
58,217
+5,055
+10% +$417K 2.32% 15
2024
Q2 		$4.34M Buy
53,162
+1,511
+3% +$123K 2.22% 14
2024
Q1 		$4.22M Buy
51,651
+3,515
+7% +$288K 2.18% 14
2023
Q4 		$3.95M Sell
48,136
-9,188
-16% -$747K 2.2% 14
2023
Q3 		$4.64M Sell
57,324
-3,354
-6% -$272K 2.85% 13
2023
Q2 		$4.92M Buy
60,678
+798
+1% +$65.2K 2.94% 13
2023
Q1 		$4.92M Sell
59,880
-2,735
-4% -$223K 3.06% 10
2022
Q4 		$5.08M Buy
62,615
+2,220
+4% +$180K 3.32% 7
2022
Q3 		$4.91M Buy
60,395
+126
+0.2% +$10.4K 3.55% 3
2022
Q2 		$4.99M Buy
60,269
+20,769
+53% +$1.72M 3.43% 5
2022
Q1 		$3.29M Buy
39,500
+5,774
+17% +$488K 2.04% 13
2021
Q4 		$2.88M Sell
33,726
-5,651
-14% -$485K 1.79% 15
2021
Q3 		$3.39M Buy
39,377
+321
+0.8% +$27.7K 2.5% 11
2021
Q2 		$3.37M Buy
39,056
+233
+0.6% +$20.1K 1.57% 9
2021
Q1 		$3.35M Buy
+38,823
New +$3.35M 1.84% 8

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MBA Advisors's SHY Position: Q2 2026 in Review

MBA Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 11% in Q2 2026, buying an estimated $1.14M and bringing the position to 138,014 shares worth $11.3M. The position accounts for 3.81% of the portfolio, ranked #7.

MBA Advisors first reported a position in SHY in Q1 2021 and has held it in 22 quarters since. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • MBA Advisors held 138,014 shares of iShares 1-3 Year Treasury Bond ETF worth $11.3M as of Q2 2026.
  • MBA Advisors bought 13,882 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.14M.
  • iShares 1-3 Year Treasury Bond ETF made up 3.81% of MBA Advisors's portfolio in Q2 2026, its #7 holding.
  • MBA Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • 1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on MBA Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.