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 Q2	$658K	Sell	8,020 -163,430	-95%	-$13.4M	0.02%	485
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 New York $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Pallas Capital Advisors's SHY Position: Q2 2026 in Review

Pallas Capital Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 95% in Q2 2026, selling an estimated $13.4M and leaving 8,020 shares worth $658K. The position accounts for 0.02% of the portfolio, ranked #485.

Pallas Capital Advisors first reported a position in SHY in Q3 2022 and has held it in 3 quarters since. The position peaked at $14.2M in Q1 2026. 1,214 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Pallas Capital Advisors held 8,020 shares of iShares 1-3 Year Treasury Bond ETF worth $658K as of Q2 2026.
Pallas Capital Advisors sold 163,430 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $13.4M.
iShares 1-3 Year Treasury Bond ETF made up 0.02% of Pallas Capital Advisors's portfolio in Q2 2026, its #485 holding.
Pallas Capital Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2022 and has held it in 3 quarters since.
Pallas Capital Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $14.2M in Q1 2026.
1,214 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

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