OPS
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Orion Portfolio Solutions’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$21.8M Buy
263,490
+11,318
+4% +$931K 0.21% 87
2024
Q4 		$20.7M Buy
252,172
+8,588
+4% +$706K 0.21% 92
2024
Q3 		$20.3M Buy
243,584
+2,262
+0.9% +$187K 0.2% 96
2024
Q2 		$19.7M Sell
241,322
-39,271
-14% -$3.2M 0.21% 96
2024
Q1 		$22.9M Sell
280,593
-22,208
-7% -$1.82M 0.25% 78
2023
Q4 		$24.8M Sell
302,801
-35,354
-10% -$2.87M 0.29% 69
2023
Q3 		$27.4M Sell
338,155
-79,084
-19% -$6.4M 0.33% 54
2023
Q2 		$33.8M Buy
417,239
+63,287
+18% +$5.17M 0.36% 45
2023
Q1 		$29.1M Buy
353,952
+62,333
+21% +$5.08M 0.36% 45
2022
Q4 		$23.7M Buy
291,619
+27,313
+10% +$2.22M 0.83% 15
2022
Q3 		$21.5M Buy
264,306
+70,364
+36% +$5.79M 0.85% 15
2022
Q2 		$16.1M Buy
193,942
+66,335
+52% +$5.5M 0.64% 22
2022
Q1 		$10.6M Sell
127,607
-5,586
-4% -$472K 0.37% 43
2021
Q4 		$11.4M Buy
133,193
+2,329
+2% +$200K 0.38% 40
2021
Q3 		$11.3M Sell
130,864
-13,418
-9% -$1.16M 0.41% 38
2021
Q2 		$12.4M Sell
144,282
-24,573
-15% -$2.12M 0.49% 34
2021
Q1 		$14.6M Buy
168,855
+965
+0.6% +$83.3K 0.63% 24
2020
Q4 		$14.5M Buy
167,890
+5,527
+3% +$477K 0.68% 23
2020
Q3 		$14M Sell
162,363
-550
-0.3% -$47.6K 0.73% 20
2020
Q2 		$14.1M Buy
162,913
+36,758
+29% +$3.18M 0.76% 24
2020
Q1 		$10.9M Sell
126,155
-92,968
-42% -$7.94M 0.75% 18
2019
Q4 		$18.5M Buy
+219,123
New +$18.6M 1.46% 13

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Orion Portfolio Solutions's SHY Position: Q1 2025 in Review

Orion Portfolio Solutions increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 4.5% in Q1 2025, buying an estimated $931K and bringing the position to 263,490 shares worth $21.8M. The position accounts for 0.21% of the portfolio, ranked #87.

Orion Portfolio Solutions first reported a position in SHY in Q4 2019 and has held it in 22 quarters since. The position peaked at $33.8M in Q2 2023. 1,169 funds tracked by Wall St. Rank hold SHY as of Q1 2025.

  • Orion Portfolio Solutions held 263,490 shares of iShares 1-3 Year Treasury Bond ETF worth $21.8M as of Q1 2025.
  • Orion Portfolio Solutions bought 11,318 iShares 1-3 Year Treasury Bond ETF shares in Q1 2025, an estimated $931K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.21% of Orion Portfolio Solutions's portfolio in Q1 2025, its #87 holding.
  • Orion Portfolio Solutions first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2019 and has held it in 22 quarters since.
  • Orion Portfolio Solutions's iShares 1-3 Year Treasury Bond ETF position peaked at $33.8M in Q2 2023.
  • 1,169 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.