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Moneta Group Investment Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Moneta Group Investment 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 		$427K Sell
5,167
-116
-2% -$9.6K ﹤0.01% 546
2025
Q4 		$438K Buy
5,283
+1,062
+25% +$88K ﹤0.01% 540
2025
Q3 		$350K Sell
4,221
-981
-19% -$81.1K ﹤0.01% 581
2025
Q2 		$431K Buy
5,202
+2,465
+90% +$204K 0.01% 471
2025
Q1 		$226K Sell
2,737
-2,367
-46% -$195K ﹤0.01% 601
2024
Q4 		$418K Buy
5,104
+2,196
+76% +$181K 0.01% 450
2024
Q3 		$242K Sell
2,908
-2,504
-46% -$207K ﹤0.01% 574
2024
Q2 		$442K Sell
5,412
-2,074
-28% -$169K 0.01% 413
2024
Q1 		$612K Sell
7,486
-395
-5% -$32.3K 0.01% 338
2023
Q4 		$647K Buy
7,881
+2,455
+45% +$200K 0.01% 296
2023
Q3 		$439K Sell
5,426
-205
-4% -$16.6K 0.01% 344
2023
Q2 		$457K Sell
5,631
-622
-10% -$50.9K 0.01% 337
2023
Q1 		$514K Buy
+6,253
New +$510K 0.01% 320
2022
Q4 		– Sell
-3,103
Closed -$252K – 470
2022
Q3 		$252K Buy
3,103
+47
+2% +$3.87K 0.01% 384
2022
Q2 		$253K Buy
3,056
+105
+4% +$8.71K 0.01% 404
2022
Q1 		$246K Sell
2,951
-533
-15% -$45K 0.01% 387
2021
Q4 		$298K Sell
3,484
-103
-3% -$8.84K 0.01% 381
2021
Q3 		$309K Sell
3,587
-1,056
-23% -$91K 0.01% 360
2021
Q2 		$400K Buy
4,643
+1,559
+51% +$134K 0.02% 316
2021
Q1 		$266K Buy
+3,084
New +$266K 0.01% 360
2020
Q1 		– Sell
-2,529
Closed -$214K – 285
2019
Q4 		$214K Sell
2,529
-3,154
-55% -$267K 0.02% 234
2019
Q3 		$482K Buy
+5,683
New +$482K 0.05% 170

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

Moneta Group Investment Advisors's SHY Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 2.2% in Q1 2026, selling an estimated $9.6K and leaving 5,167 shares worth $427K. The position accounts for ﹤0.01% of the portfolio, ranked #546.

Moneta Group Investment Advisors first reported a position in SHY in Q3 2019 and has held it in 22 quarters since. The position peaked at $647K in Q4 2023. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Moneta Group Investment Advisors held 5,167 shares of iShares 1-3 Year Treasury Bond ETF worth $427K as of Q1 2026.
  • Moneta Group Investment Advisors sold 116 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $9.6K.
  • iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #546 holding.
  • Moneta Group Investment Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2019 and has held it in 22 quarters since.
  • Moneta Group Investment Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $647K in Q4 2023.
  • 1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.