NewEdge Wealth’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

NewEdge Wealth’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	$1.8M	Sell	21,838 -250	-1%	-$20.7K	0.02%	461
2025 Q4	$1.83M	Buy	22,088 +59	+0.3%	+$4.89K	0.02%	470
2025 Q3	$1.82M	Buy	22,029 +15,000	+213%	+$1.24M	0.03%	423
2025 Q2	$581K	Sell	7,029 -2,692	-28%	-$222K	0.01%	666
2025 Q1	$804K	Sell	9,721 -226	-2%	-$18.6K	0.01%	524
2024 Q4	$815K	Buy	9,947 +675	+7%	+$55.5K	0.01%	526
2024 Q3	$771K	Buy	9,272 +5,765	+164%	+$476K	0.01%	518
2024 Q2	$286K	Buy	3,507 +590	+20%	+$48K	0.01%	651
2024 Q1	$237K	Buy	+2,917	New	+$239K	0.01%	723

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NewEdge Wealth's SHY Position: Q1 2026 in Review

NewEdge Wealth reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1.1% in Q1 2026, selling an estimated $20.7K and leaving 21,838 shares worth $1.8M. The position accounts for 0.02% of the portfolio, ranked #461.

NewEdge Wealth first reported a position in SHY in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.83M in Q4 2025. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

NewEdge Wealth held 21,838 shares of iShares 1-3 Year Treasury Bond ETF worth $1.8M as of Q1 2026.
NewEdge Wealth sold 250 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $20.7K.
iShares 1-3 Year Treasury Bond ETF made up 0.02% of NewEdge Wealth's portfolio in Q1 2026, its #461 holding.
NewEdge Wealth first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2024 and has held it in 9 quarters since.
NewEdge Wealth's iShares 1-3 Year Treasury Bond ETF position peaked at $1.83M in Q4 2025.
1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.