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Portfolio Design Labs’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Portfolio Design Labs’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 		$18.6M Buy
226,022
+20,064
+10% +$1.65M 3.04% 8
2026
Q1 		$17M Buy
205,958
+58,390
+40% +$4.83M 3.02% 7
2025
Q4 		$12.2M Buy
147,568
+1,204
+0.8% +$99.8K 2.02% 12
2025
Q3 		$12.1M Sell
146,364
-41,901
-22% -$3.47M 2.09% 11
2025
Q2 		$15.6M Buy
+188,265
New +$15.5M 3.06% 5

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

Portfolio Design Labs's SHY Position: Q2 2026 in Review

Portfolio Design Labs increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 9.7% in Q2 2026, buying an estimated $1.65M and bringing the position to 226,022 shares worth $18.6M. The position accounts for 3.04% of the portfolio, ranked #8.

Portfolio Design Labs first reported a position in SHY in Q2 2025 and has held it in 5 quarters since. 1,209 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Portfolio Design Labs held 226,022 shares of iShares 1-3 Year Treasury Bond ETF worth $18.6M as of Q2 2026.
  • Portfolio Design Labs bought 20,064 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.65M.
  • iShares 1-3 Year Treasury Bond ETF made up 3.04% of Portfolio Design Labs's portfolio in Q2 2026, its #8 holding.
  • Portfolio Design Labs first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,209 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Portfolio Design Labs's 13F filing for Q2 2026, filed 11 Aug 2026.