Mutual 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 | $7.88M | Buy |
95,419
+5,123
| +6% | +$424K | 0.17% | 113 |
|
|
2025
Q4 | $7.48M | Buy |
90,296
+3,741
| +4% | +$310K | 0.16% | 125 |
|
|
2025
Q3 | $7.19M | Sell |
86,555
-15,483
| -15% | -$1.28M | 0.16% | 132 |
|
|
2025
Q2 | $8.42M | Buy |
102,038
+9,891
| +11% | +$817K | 0.21% | 98 |
|
|
2025
Q1 | $7.63M | Buy |
92,147
+2,088
| +2% | +$172K | 0.22% | 89 |
|
|
2024
Q4 | $7.39M | Sell |
90,059
-7,657
| -8% | -$629K | 0.21% | 90 |
|
|
2024
Q3 | $8.06M | Buy |
97,716
+22,048
| +29% | +$1.82M | 0.24% | 75 |
|
|
2024
Q2 | $6.22M | Sell |
75,668
-25,531
| -25% | -$2.08M | 0.19% | 110 |
|
|
2024
Q1 | $8.28M | Buy |
101,199
+4,184
| +4% | +$342K | 0.27% | 70 |
|
|
2023
Q4 | $7.96M | Sell |
97,015
-2,585
| -3% | -$210K | 0.28% | 66 |
|
|
2023
Q3 | $8.06M | Sell |
99,600
-1,186
| -1% | -$96K | 0.31% | 58 |
|
|
2023
Q2 | $8.17M | Buy |
100,786
+2,013
| +2% | +$165K | 0.31% | 62 |
|
|
2023
Q1 | $8.12M | Sell |
98,773
-5,677
| -5% | -$463K | 0.33% | 56 |
|
|
2022
Q4 | $8.48M | Sell |
104,450
-43,697
| -29% | -$3.55M | 0.38% | 45 |
|
|
2022
Q3 | $12M | Buy |
148,147
+48,399
| +49% | +$3.98M | 0.62% | 18 |
|
|
2022
Q2 | $8.26M | Sell |
99,748
-507
| -0.5% | -$42.1K | 0.55% | 29 |
|
|
2022
Q1 | $8.36M | Buy |
100,255
+2,319
| +2% | +$196K | 0.47% | 38 |
|
|
2021
Q4 | $8.38M | Buy |
97,936
+66,474
| +211% | +$5.7M | 0.44% | 40 |
|
|
2021
Q3 | $2.71M | Sell |
31,462
-68,972
| -69% | -$5.95M | 0.16% | 158 |
|
|
2021
Q2 | $8.65M | Buy |
100,434
+2,763
| +3% | +$238K | 0.51% | 30 |
|
|
2021
Q1 | $8.42M | Buy |
97,671
+38,774
| +66% | +$3.35M | 0.58% | 26 |
|
|
2020
Q4 | $5.09M | Buy |
58,897
+25,993
| +79% | +$2.25M | 0.38% | 54 |
|
|
2020
Q3 | $2.85M | Sell |
32,904
-15,004
| -31% | -$1.3M | 0.25% | 90 |
|
|
2020
Q2 | $4.15M | Buy |
47,908
+11,078
| +30% | +$959K | 0.41% | 54 |
|
|
2020
Q1 | $3.19M | Buy |
36,830
+1,566
| +4% | +$134K | 0.43% | 46 |
|
|
2019
Q4 | $2.98M | Sell |
35,264
-14,273
| -29% | -$1.21M | 0.32% | 70 |
|
|
2019
Q3 | $4.2M | Sell |
49,537
-9,885
| -17% | -$838K | 0.56% | 32 |
|
|
2019
Q2 | $5.04M | Buy |
59,422
+34,851
| +142% | +$2.93M | 0.65% | 25 |
|
|
2019
Q1 | $2.07M | Buy |
24,571
+1,334
| +6% | +$112K | 0.31% | 72 |
|
|
2018
Q4 | $1.94M | Sell |
23,237
-2,416
| -9% | -$201K | 0.38% | 55 |
|
|
2018
Q3 | $2.13M | Buy |
25,653
+242
| +1% | +$20.1K | 0.32% | 65 |
|
|
2018
Q2 | $2.12M | Buy |
25,411
+351
| +1% | +$29.2K | 0.48% | 46 |
|
|
2018
Q1 | $2.09M | Buy |
25,060
+8,851
| +55% | +$740K | 0.53% | 34 |
|
|
2017
Q4 | $1.36M | Buy |
+16,209
| New | +$1.36M | 0.51% | 57 |
|
Other funds holding SHY
Mutual Advisors's SHY Position: Q1 2026 in Review
Mutual Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 5.7% in Q1 2026, buying an estimated $424K and bringing the position to 95,419 shares worth $7.88M. The position accounts for 0.17% of the portfolio, ranked #113.
Mutual Advisors first reported a position in SHY in Q4 2017 and has held it in 34 quarters since. The position peaked at $12M in Q3 2022. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.
- Mutual Advisors held 95,419 shares of iShares 1-3 Year Treasury Bond ETF worth $7.88M as of Q1 2026.
- Mutual Advisors bought 5,123 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $424K.
- iShares 1-3 Year Treasury Bond ETF made up 0.17% of Mutual Advisors's portfolio in Q1 2026, its #113 holding.
- Mutual Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2017 and has held it in 34 quarters since.
- Mutual Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $12M in Q3 2022.
- 1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.
Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.