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Park Square Financial Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Park Square Financial Group’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 		$10.3K Sell
125
-438
-78% -$36.3K 0.08% 87
2025
Q4 		$46.2K Buy
563
+524
+1,344% +$43.4K 0.27% 33
2025
Q3 		$3.24K Sell
39
-3,090
-99% -$256K 0.01% 212
2025
Q2 		$259K Buy
3,129
+1,592
+104% +$131K 0.19% 84
2025
Q1 		$127K Sell
1,537
-918
-37% -$75.5K 0.1% 140
2024
Q4 		$201K Buy
+2,455
New +$202K 0.14% 88

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

Park Square Financial Group's SHY Position: Q1 2026 in Review

Park Square Financial Group reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 78% in Q1 2026, selling an estimated $36.3K and leaving 125 shares worth $10.3K. The position accounts for 0.08% of the portfolio, ranked #87.

Park Square Financial Group first reported a position in SHY in Q4 2024 and has held it in 6 quarters since. The position peaked at $259K in Q2 2025. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Park Square Financial Group held 125 shares of iShares 1-3 Year Treasury Bond ETF worth $10.3K as of Q1 2026.
  • Park Square Financial Group sold 438 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $36.3K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.08% of Park Square Financial Group's portfolio in Q1 2026, its #87 holding.
  • Park Square Financial Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Park Square Financial Group's iShares 1-3 Year Treasury Bond ETF position peaked at $259K in Q2 2025.
  • 1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Park Square Financial Group's 13F filing for Q1 2026, filed 13 May 2026.