NewEdge 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
Q2 | $21M | Sell |
255,245
-41,517
| -14% | -$3.41M | 0.06% | 290 |
|
|
2026
Q1 | $24.5M | Buy |
296,762
+147,382
| +99% | +$12.2M | 0.09% | 225 |
|
|
2025
Q4 | $12.4M | Buy |
149,380
+15,634
| +12% | +$1.3M | 0.04% | 369 |
|
|
2025
Q3 | $11.1M | Buy |
133,746
+2,007
| +2% | +$166K | 0.05% | 375 |
|
|
2025
Q2 | $10.9M | Buy |
131,739
+916
| +0.7% | +$75.6K | 0.06% | 348 |
|
|
2025
Q1 | $10.8M | Buy |
130,823
+26,541
| +25% | +$2.18M | 0.06% | 299 |
|
|
2024
Q4 | $8.55M | Buy |
104,282
+1,461
| +1% | +$120K | 0.05% | 344 |
|
|
2024
Q3 | $8.55M | Buy |
102,821
+7,037
| +7% | +$581K | 0.06% | 333 |
|
|
2024
Q2 | $7.82M | Sell |
95,784
-8,510
| -8% | -$692K | 0.06% | 326 |
|
|
2024
Q1 | $8.53M | Sell |
104,294
-15,242
| -13% | -$1.25M | 0.07% | 262 |
|
|
2023
Q4 | $9.81M | Buy |
119,536
+2,628
| +2% | +$214K | 0.09% | 210 |
|
|
2023
Q3 | $9.47M | Sell |
116,908
-23,240
| -17% | -$1.88M | 0.1% | 197 |
|
|
2023
Q2 | $11.4M | Sell |
140,148
-34,922
| -20% | -$2.86M | 0.13% | 166 |
|
|
2023
Q1 | $14.4M | Sell |
175,070
-5,984
| -3% | -$488K | 0.18% | 125 |
|
|
2022
Q4 | $9.34M | Sell |
181,054
-74,295
| -29% | -$6.03M | 0.25% | 92 |
|
|
2022
Q3 | $20.7M | Sell |
255,349
-1,981
| -0.8% | -$163K | 0.34% | 71 |
|
|
2022
Q2 | $21.3M | Buy |
257,330
+74,416
| +41% | +$6.17M | 0.35% | 71 |
|
|
2022
Q1 | $15.2M | Buy |
182,914
+138,376
| +311% | +$11.7M | 0.25% | 99 |
|
|
2021
Q4 | $3.81M | Buy |
44,538
+10,746
| +32% | +$922K | 0.06% | 304 |
|
|
2021
Q3 | $2.91M | Sell |
33,792
-50,829
| -60% | -$4.38M | 0.07% | 245 |
|
|
2021
Q2 | $7.29M | Sell |
84,621
-3,378
| -4% | -$291K | 0.19% | 117 |
|
|
2021
Q1 | $7.59M | Buy |
87,999
+4,029
| +5% | +$348K | 0.23% | 101 |
|
|
2020
Q4 | $7.25M | Sell |
83,970
-53,474
| -39% | -$4.62M | 0.24% | 100 |
|
|
2020
Q3 | $11.9M | Buy |
137,444
+15,464
| +13% | +$1.34M | 0.41% | 66 |
|
|
2020
Q2 | $10.6M | Sell |
121,980
-70,516
| -37% | -$6.11M | 0.41% | 67 |
|
|
2020
Q1 | $16.7M | Sell |
192,496
-8,484
| -4% | -$725K | 0.8% | 25 |
|
|
2019
Q4 | $17M | Buy |
200,980
+5,642
| +3% | +$478K | 0.68% | 35 |
|
|
2019
Q3 | $16.6M | Buy |
195,338
+169,467
| +655% | +$14.4M | 0.74% | 33 |
|
|
2019
Q2 | $2.19M | Buy |
25,871
+2,038
| +9% | +$172K | 0.13% | 161 |
|
|
2019
Q1 | $2M | Sell |
23,833
-10,896
| -31% | -$912K | 0.13% | 166 |
|
|
2018
Q4 | $2.9K | Buy |
34,729
+21,688
| +166% | +$1.8M | 0.19% | 113 |
|
|
2018
Q3 | $1.08M | Buy |
13,041
+87
| +0.7% | +$7.24K | 0.08% | 219 |
|
|
2018
Q2 | $1.08K | Buy |
+12,954
| New | +$1.08M | 0.1% | 200 |
|
|
2018
Q1 | – | Sell |
-3,562
| Closed | -$298K | – | 517 |
|
|
2017
Q4 | $298K | Sell |
3,562
-811
| -19% | -$68.2K | 0.04% | 316 |
|
|
2017
Q3 | $369K | Buy |
4,373
+25
| +0.6% | +$2.11K | 0.06% | 247 |
|
|
2017
Q2 | $367K | Buy |
+4,348
| New | +$368K | 0.06% | 233 |
|
Other funds holding SHY
NewEdge Advisors's SHY Position: Q2 2026 in Review
NewEdge Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 14% in Q2 2026, selling an estimated $3.41M and leaving 255,245 shares worth $21M. The position accounts for 0.06% of the portfolio, ranked #290.
NewEdge Advisors first reported a position in SHY in Q2 2017 and has held it in 36 quarters since. The position peaked at $24.5M in Q1 2026. 1,049 funds tracked by Wall St. Rank hold SHY as of Q2 2026.
- NewEdge Advisors held 255,245 shares of iShares 1-3 Year Treasury Bond ETF worth $21M as of Q2 2026.
- NewEdge Advisors sold 41,517 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $3.41M.
- iShares 1-3 Year Treasury Bond ETF made up 0.06% of NewEdge Advisors's portfolio in Q2 2026, its #290 holding.
- NewEdge Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2017 and has held it in 36 quarters since.
- NewEdge Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $24.5M in Q1 2026.
- 1,049 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.
Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.