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 Q3	$18.1M	Sell	223,442 -2,580	-1%	-$211K	2.92%	7
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%	+$100K	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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

Portfolio Design Labs's SHY Position: Q3 2026 in Review

Portfolio Design Labs reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1.1% in Q3 2026, selling an estimated $211K and leaving 223,442 shares worth $18.1M. The position accounts for 2.92% of the portfolio, ranked #7.

Portfolio Design Labs first reported a position in SHY in Q2 2025 and has held it in 6 quarters since. The position peaked at $18.6M in Q2 2026. 811 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

Portfolio Design Labs held 223,442 shares of iShares 1-3 Year Treasury Bond ETF worth $18.1M as of Q3 2026.
Portfolio Design Labs sold 2,580 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $211K.
iShares 1-3 Year Treasury Bond ETF made up 2.92% of Portfolio Design Labs's portfolio in Q3 2026, its #7 holding.
Portfolio Design Labs first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2025 and has held it in 6 quarters since.
Portfolio Design Labs's iShares 1-3 Year Treasury Bond ETF position peaked at $18.6M in Q2 2026.
811 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Portfolio Design Labs's 13F filing for Q3 2026, filed 4 Nov 2026.