OIA
SHY icon

OneDigital Investment Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

OneDigital Investment Advisors’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 		$9.01M Sell
109,749
-172,223
-61% -$14.2M 0.08% 212
2026
Q1 		$23.3M Sell
281,972
-15,266
-5% -$1.26M 0.23% 85
2025
Q4 		$24.6M Sell
297,238
-9,025
-3% -$748K 0.24% 82
2025
Q3 		$25.4M Buy
306,263
+9,237
+3% +$764K 0.26% 78
2025
Q2 		$24.6M Sell
297,026
-9,656
-3% -$797K 0.27% 76
2025
Q1 		$25.4M Sell
306,682
-134,777
-31% -$11.1M 0.3% 68
2024
Q4 		$36.2M Buy
441,459
+42,263
+11% +$3.47M 0.42% 49
2024
Q3 		$33.2M Buy
399,196
+272,314
+215% +$22.5M 0.38% 53
2024
Q2 		$10.4M Buy
126,882
+6,649
+6% +$541K 0.13% 135
2024
Q1 		$9.83M Buy
120,233
+4,566
+4% +$374K 0.15% 125
2023
Q4 		$9.49M Sell
115,667
-21,041
-15% -$1.71M 0.17% 125
2023
Q3 		$11.1M Sell
136,708
-21,248
-13% -$1.72M 0.24% 89
2023
Q2 		$12.8M Sell
157,956
-108,313
-41% -$8.86M 0.28% 74
2023
Q1 		$21.9M Sell
266,269
-12,183
-4% -$993K 0.51% 48
2022
Q4 		$22.6M Buy
278,452
+247,259
+793% +$20.1M 0.66% 31
2022
Q3 		$2.53M Buy
31,193
+24,424
+361% +$2.01M 0.09% 159
2022
Q2 		$560K Buy
6,769
+1,578
+30% +$131K 0.02% 389
2022
Q1 		$433K Sell
5,191
-646
-11% -$54.6K 0.02% 485
2021
Q4 		$499K Sell
5,837
-25
-0.4% -$2.15K 0.02% 445
2021
Q3 		$505K Buy
5,862
+699
+14% +$60.3K 0.02% 411
2021
Q2 		$445K Sell
5,163
-544
-10% -$46.9K 0.02% 440
2021
Q1 		$492K Sell
5,707
-1,897
-25% -$164K 0.02% 382
2020
Q4 		$657K Buy
7,604
+1,963
+35% +$170K 0.03% 296
2020
Q3 		$488K Sell
5,641
-2,918
-34% -$252K 0.03% 313
2020
Q2 		$741K Sell
8,559
-3,321
-28% -$288K 0.05% 245
2020
Q1 		$1.03M Sell
11,880
-2,745
-19% -$234K 0.09% 190
2019
Q4 		$1.24M Buy
14,625
+503
+4% +$42.6K 0.1% 168
2019
Q3 		$1.2M Buy
14,122
+7,122
+102% +$604K 0.11% 161
2019
Q2 		$594K Buy
7,000
+6,791
+3,249% +$572K 0.05% 225
2019
Q1 		$18K Sell
209
-345
-62% -$28.9K ﹤0.01% 761
2018
Q4 		$46K Buy
554
+185
+50% +$15.4K 0.01% 476
2018
Q3 		$30K Buy
369
+163
+79% +$13.6K 0.01% 538
2018
Q2 		$17K Buy
206
+1
+0.5% +$83 ﹤0.01% 877
2018
Q1 		$17K Sell
205
-4,343
-95% -$363K ﹤0.01% 873
2017
Q4 		$381K Buy
4,548
+4,339
+2,076% +$365K 0.04% 158
2017
Q3 		$18K Buy
209
+6
+3% +$507 0.01% 687
2017
Q2 		$17K Buy
+203
New +$17.2K 0.01% 804

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

OneDigital Investment Advisors's SHY Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 61% in Q2 2026, selling an estimated $14.2M and leaving 109,749 shares worth $9.01M. The position accounts for 0.08% of the portfolio, ranked #212.

OneDigital Investment Advisors first reported a position in SHY in Q2 2017 and has held it in 37 quarters since. The position peaked at $36.2M in Q4 2024. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • OneDigital Investment Advisors held 109,749 shares of iShares 1-3 Year Treasury Bond ETF worth $9.01M as of Q2 2026.
  • OneDigital Investment Advisors sold 172,223 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $14.2M.
  • iShares 1-3 Year Treasury Bond ETF made up 0.08% of OneDigital Investment Advisors's portfolio in Q2 2026, its #212 holding.
  • OneDigital Investment Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2017 and has held it in 37 quarters since.
  • OneDigital Investment Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $36.2M in Q4 2024.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.