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

MONECO 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 		$722K Buy
8,747
+2,096
+32% +$174K 0.06% 244
2025
Q4 		$551K Sell
6,651
-209
-3% -$17.3K 0.04% 294
2025
Q3 		$569K Buy
6,860
+926
+16% +$76.6K 0.05% 278
2025
Q2 		$492K Sell
5,934
-720
-11% -$59.4K 0.05% 299
2025
Q1 		$551K Sell
6,654
-650
-9% -$53.5K 0.06% 265
2024
Q4 		$599K Sell
7,304
-215
-3% -$17.7K 0.06% 249
2024
Q3 		$625K Sell
7,519
-985
-12% -$81.3K 0.08% 217
2024
Q2 		$694K Buy
8,504
+314
+4% +$25.5K 0.1% 192
2024
Q1 		$670K Buy
8,190
+3,734
+84% +$306K 0.11% 203
2023
Q4 		$366K Sell
4,456
-1,803
-29% -$147K 0.07% 256
2023
Q3 		$507K Sell
6,259
-1,888
-23% -$153K 0.14% 172
2023
Q2 		$661K Sell
8,147
-652
-7% -$53.3K 0.18% 136
2023
Q1 		$723K Sell
8,799
-3,469
-28% -$283K 0.21% 118
2022
Q4 		$996K Sell
12,268
-3,750
-23% -$304K 0.36% 69
2022
Q3 		$1.3M Buy
16,018
+392
+3% +$32.3K 0.52% 45
2022
Q2 		$1.29M Buy
+15,626
New +$1.3M 0.5% 48
2022
Q1 		– Sell
-12,441
Closed -$1.06M – 256
2021
Q4 		$1.06M Buy
+12,441
New +$1.07M 0.4% 60
2020
Q4 		– Sell
-2,453
Closed -$212K – 189
2020
Q3 		$212K Sell
2,453
-34
-1% -$2.94K 0.14% 142
2020
Q2 		$215K Buy
+2,487
New +$215K 0.17% 121

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

MONECO Advisors's SHY Position: Q1 2026 in Review

MONECO Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 32% in Q1 2026, buying an estimated $174K and bringing the position to 8,747 shares worth $722K. The position accounts for 0.06% of the portfolio, ranked #244.

MONECO Advisors first reported a position in SHY in Q2 2020 and has held it in 19 quarters since. The position peaked at $1.3M in Q3 2022. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • MONECO Advisors held 8,747 shares of iShares 1-3 Year Treasury Bond ETF worth $722K as of Q1 2026.
  • MONECO Advisors bought 2,096 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $174K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.06% of MONECO Advisors's portfolio in Q1 2026, its #244 holding.
  • MONECO Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2020 and has held it in 19 quarters since.
  • MONECO Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $1.3M in Q3 2022.
  • 1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.