NorthCrest Asset Manangement’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

NorthCrest Asset Manangement’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	$4.5M	Buy	54,967 +792	+1%	+$65.1K	0.12%	148
2026 Q1	$4.46M	Sell	54,175 -7,255	-12%	-$601K	0.14%	137
2025 Q4	$5.09M	Sell	61,430 -769	-1%	-$63.7K	0.11%	146
2025 Q3	$5.15M	Buy	62,199 +2,589	+4%	+$214K	0.12%	143
2025 Q2	$4.91M	Sell	59,610 -780	-1%	-$64.4K	0.13%	143
2025 Q1	$5M	Sell	60,390 -4,020	-6%	-$331K	0.15%	138
2024 Q4	$5.28M	Buy	64,410 +1,441	+2%	+$118K	0.16%	130
2024 Q3	$5.24M	Sell	62,969 -421	-0.7%	-$34.7K	0.16%	136
2024 Q2	$5.18M	Buy	63,390 +2,985	+5%	+$243K	0.17%	139
2024 Q1	$4.94M	Buy	60,405 +1,764	+3%	+$144K	0.17%	143
2023 Q4	$4.81M	Buy	58,641 +2,568	+5%	+$209K	0.18%	138
2023 Q3	$4.54M	Buy	+56,073	New	+$4.54M	0.19%	139

Other funds holding SHY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Smithfield Trust Pittsburgh, Pennsylvania $2.5B AUM 19.97% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

NorthCrest Asset Manangement's SHY Position: Q2 2026 in Review

NorthCrest Asset Manangement increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1.5% in Q2 2026, buying an estimated $65.1K and bringing the position to 54,967 shares worth $4.5M. The position accounts for 0.12% of the portfolio, ranked #148.

NorthCrest Asset Manangement first reported a position in SHY in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.28M in Q4 2024. 818 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

NorthCrest Asset Manangement held 54,967 shares of iShares 1-3 Year Treasury Bond ETF worth $4.5M as of Q2 2026.
NorthCrest Asset Manangement bought 792 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $65.1K.
iShares 1-3 Year Treasury Bond ETF made up 0.12% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #148 holding.
NorthCrest Asset Manangement first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
NorthCrest Asset Manangement's iShares 1-3 Year Treasury Bond ETF position peaked at $5.28M in Q4 2024.
818 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.