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Pallas Capital Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Pallas Capital 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
Q1 		$14.2M Buy
+171,450
New +$14.2M 0.53% 37
2022
Q4 		– Sell
-2,490
Closed -$201K – 288
2022
Q3 		$201K Buy
+2,490
New +$205K 0.02% 244

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pallas Capital Advisors's SHY Position: Q1 2026 in Review

Pallas Capital Advisors opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2026: 171,450 shares worth $14.2M. The stake represents 0.53% of the portfolio and ranks #37 among its holdings. This is a return to the name: Pallas Capital Advisors previously reported a position in SHY as recently as Q3 2022.

Pallas Capital Advisors first reported a position in SHY in Q3 2022 and has held it in 2 quarters since. 1,218 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Pallas Capital Advisors held 171,450 shares of iShares 1-3 Year Treasury Bond ETF worth $14.2M as of Q1 2026.
  • iShares 1-3 Year Treasury Bond ETF was a new Pallas Capital Advisors position in Q1 2026.
  • iShares 1-3 Year Treasury Bond ETF made up 0.53% of Pallas Capital Advisors's portfolio in Q1 2026, its #37 holding.
  • Pallas Capital Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2022 and has held it in 2 quarters since.
  • 1,218 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Pallas Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.