MA
SHY icon

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

Modus 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
Q1 		$6.28M Buy
76,053
+6,564
+9% +$543K 1.73% 18
2025
Q4 		$5.76M Buy
69,489
+238
+0.3% +$19.7K 1.52% 21
2025
Q3 		$5.75M Buy
69,251
+2,292
+3% +$190K 1.56% 23
2025
Q2 		$5.55M Sell
66,959
-933
-1% -$77K 1.65% 20
2025
Q1 		$5.62M Sell
67,892
-1,651
-2% -$136K 1.84% 20
2024
Q4 		$5.7M Buy
69,543
+502
+0.7% +$41.3K 1.79% 22
2024
Q3 		$5.74M Buy
69,041
+1,181
+2% +$97.4K 1.89% 18
2024
Q2 		$5.54M Buy
67,860
+1,135
+2% +$92.3K 1.96% 17
2024
Q1 		$5.46M Buy
66,725
+1,440
+2% +$118K 2.02% 16
2023
Q4 		$5.36M Sell
65,285
-482
-0.7% -$39.2K 2.17% 15
2023
Q3 		$5.33M Buy
65,767
+2,878
+5% +$233K 2.32% 10
2023
Q2 		$5.1M Buy
62,889
+4,159
+7% +$340K 2.19% 12
2023
Q1 		$4.83M Buy
58,730
+1,572
+3% +$128K 2.22% 11
2022
Q4 		$4.64M Buy
+57,158
New +$4.64M 2.25% 11
2020
Q3 		– Sell
-577
Closed -$50K – 187
2020
Q2 		$50K Buy
+577
New +$50K 0.03% 118

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

Modus Advisors's SHY Position: Q1 2026 in Review

Modus Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 9.4% in Q1 2026, buying an estimated $543K and bringing the position to 76,053 shares worth $6.28M. The position accounts for 1.73% of the portfolio, ranked #18.

Modus Advisors first reported a position in SHY in Q2 2020 and has held it in 15 quarters since. 1,218 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Modus Advisors held 76,053 shares of iShares 1-3 Year Treasury Bond ETF worth $6.28M as of Q1 2026.
  • Modus Advisors bought 6,564 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $543K.
  • iShares 1-3 Year Treasury Bond ETF made up 1.73% of Modus Advisors's portfolio in Q1 2026, its #18 holding.
  • Modus Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2020 and has held it in 15 quarters since.
  • 1,218 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Modus Advisors's 13F filing for Q1 2026, filed 4 May 2026.