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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$692K Buy
8,375
+45
+0.5% +$3.73K 0.18% 73
2025
Q4
$690K Buy
8,330
+576
+7% +$47.7K 0.17% 78
2025
Q3
$643K Buy
7,754
+322
+4% +$26.6K 0.16% 80
2025
Q2
$616K Buy
7,432
+49
+0.7% +$4.04K 0.18% 72
2025
Q1
$611K Buy
+7,383
New +$607K 0.21% 68

Other funds holding SHY

Mezzasalma Advisors's SHY Position: Q1 2026 in Review

Mezzasalma Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.54% in Q1 2026, buying an estimated $3.73K and bringing the position to 8,375 shares worth $692K. The position accounts for 0.18% of the portfolio, ranked #73.

Mezzasalma Advisors first reported a position in SHY in Q1 2025 and has held it in 5 quarters since. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Mezzasalma Advisors held 8,375 shares of iShares 1-3 Year Treasury Bond ETF worth $692K as of Q1 2026.
  • Mezzasalma Advisors bought 45 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $3.73K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.18% of Mezzasalma Advisors's portfolio in Q1 2026, its #73 holding.
  • Mezzasalma Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Mezzasalma Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.