MYIA
SHY icon

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

Mount Yale 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 		$2.08M Buy
25,199
+8,142
+48% +$674K 0.05% 362
2025
Q4 		$1.41M Buy
17,057
+1,569
+10% +$130K 0.07% 248
2025
Q3 		$1.28M Buy
15,488
+12,870
+492% +$1.06M 0.09% 236
2025
Q2 		$217K Sell
2,618
-595
-19% -$49.1K 0.02% 538
2025
Q1 		$266K Sell
3,213
-2,301
-42% -$189K 0.02% 469
2024
Q4 		$452K Sell
5,514
-157
-3% -$12.9K 0.04% 358
2024
Q3 		$472K Sell
5,671
-1,662
-23% -$137K 0.05% 358
2024
Q2 		$599K Buy
7,333
+1,606
+28% +$131K 0.05% 308
2024
Q1 		$468K Buy
5,727
+17
+0.3% +$1.39K 0.04% 367
2023
Q4 		$468K Buy
5,710
+885
+18% +$71.9K 0.04% 328
2023
Q3 		$391K Sell
4,825
-975
-17% -$79K 0.04% 347
2023
Q2 		$470K Sell
5,800
-60
-1% -$4.91K 0.05% 317
2023
Q1 		$481K Sell
5,860
-12,051
-67% -$982K 0.05% 304
2022
Q4 		$1.45M Buy
17,911
+14,417
+413% +$1.17M 0.17% 142
2022
Q3 		$284K Sell
3,494
-157
-4% -$12.9K 0.04% 352
2022
Q2 		$302K Buy
+3,651
New +$303K 0.04% 351
2022
Q1 		– Sell
-7,754
Closed -$663K – 496
2021
Q4 		$663K Buy
+7,754
New +$665K 0.07% 255
2018
Q3 		– Sell
-767
Closed -$64K – 998
2018
Q2 		$64K Hold
767
– – 0.01% 589
2018
Q1 		$64K Buy
+767
New +$64.1K 0.01% 570

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 $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mount Yale Investment Advisors's SHY Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 48% in Q1 2026, buying an estimated $674K and bringing the position to 25,199 shares worth $2.08M. The position accounts for 0.05% of the portfolio, ranked #362.

Mount Yale Investment Advisors first reported a position in SHY in Q1 2018 and has held it in 19 quarters since. 1,218 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Mount Yale Investment Advisors held 25,199 shares of iShares 1-3 Year Treasury Bond ETF worth $2.08M as of Q1 2026.
  • Mount Yale Investment Advisors bought 8,142 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $674K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.05% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #362 holding.
  • Mount Yale Investment Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2018 and has held it in 19 quarters since.
  • 1,218 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.