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

Palladiem’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 		$8.95M Buy
+108,950
New +$8.96M 8.68% 2
2015
Q3 		$3.12M Sell
36,660
-27,370
-43% -$2.32M 4.89% 9
2015
Q2 		$5.43M Buy
64,030
+410
+0.6% +$34.8K 4.48% 9
2015
Q1 		$5.4M Buy
63,620
+825
+1% +$69.9K 4.41% 9
2014
Q4 		$5.3M Buy
+62,795
New +$5.32M 4.35% 8

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

Palladiem's SHY Position: Q2 2026 in Review

Palladiem opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026: 108,950 shares worth $8.95M. The stake represents 8.68% of the portfolio and ranks #2 among its holdings. This is a return to the name: Palladiem previously reported a position in SHY as recently as Q3 2015.

Palladiem first reported a position in SHY in Q4 2014 and has held it in 5 quarters since. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Palladiem held 108,950 shares of iShares 1-3 Year Treasury Bond ETF worth $8.95M as of Q2 2026.
  • iShares 1-3 Year Treasury Bond ETF was a new Palladiem position in Q2 2026.
  • iShares 1-3 Year Treasury Bond ETF made up 8.68% of Palladiem's portfolio in Q2 2026, its #2 holding.
  • Palladiem first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2014 and has held it in 5 quarters since.
  • 1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Palladiem's 13F filing for Q2 2026, filed 13 Aug 2026.