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NBC Securities’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

NBC Securities’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
Q2 		$1.87M Sell
22,756
-5,451
-19% -$448K 0.13% 182
2026
Q1 		$2.33M Sell
28,207
-426
-1% -$35.3K 0.17% 137
2025
Q4 		$2.37M Sell
28,633
-2,104
-7% -$174K 0.18% 131
2025
Q3 		$2.55M Buy
30,737
+70
+0.2% +$5.79K 0.2% 120
2025
Q2 		$2.54M Buy
30,667
+22,506
+276% +$1.86M 0.21% 119
2025
Q1 		$675K Buy
8,161
+8,153
+101,913% +$670K 0.06% 350
2024
Q4 		$677 Sell
8
-8,197
-100% -$674K 0.06% 341
2024
Q3 		$682K Sell
8,205
-234
-3% -$19.3K 0.06% 359
2024
Q2 		$689K Sell
8,439
-606
-7% -$49.3K 0.06% 333
2024
Q1 		$739K Sell
9,045
-721
-7% -$59K 0.07% 315
2023
Q4 		$801K Sell
9,766
-668
-6% -$54.3K 0.08% 264
2023
Q3 		$844K Buy
+10,434
New +$845K 0.09% 234

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NBC Securities's SHY Position: Q2 2026 in Review

NBC Securities reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 19% in Q2 2026, selling an estimated $448K and leaving 22,756 shares worth $1.87M. The position accounts for 0.13% of the portfolio, ranked #182.

NBC Securities first reported a position in SHY in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.55M in Q3 2025. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • NBC Securities held 22,756 shares of iShares 1-3 Year Treasury Bond ETF worth $1.87M as of Q2 2026.
  • NBC Securities sold 5,451 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $448K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.13% of NBC Securities's portfolio in Q2 2026, its #182 holding.
  • NBC Securities first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • NBC Securities's iShares 1-3 Year Treasury Bond ETF position peaked at $2.55M in Q3 2025.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.