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Principal Securities’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Principal Securities’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 		$8.03M Buy
97,229
+57,868
+147% +$4.79M 0.12% 160
2025
Q4 		$3.26M Sell
39,361
-671
-2% -$55.6K 0.05% 329
2025
Q3 		$3.32M Buy
40,032
+1,875
+5% +$155K 0.05% 312
2025
Q2 		$3.16M Buy
38,157
+7,471
+24% +$617K 0.06% 294
2025
Q1 		$2.52M Hold
30,686
– – 0.06% 300
2024
Q4 		$2.52M Buy
30,686
+1,139
+4% +$93.6K 0.06% 299
2024
Q3 		$2.46M Sell
29,547
-436
-1% -$36K 0.06% 288
2024
Q2 		$2.45M Sell
29,983
-14,020
-32% -$1.14M 0.07% 264
2024
Q1 		$3.6M Sell
44,003
-39,449
-47% -$3.23M 0.11% 175
2023
Q4 		$6.85M Buy
+83,452
New +$6.78M 0.26% 79

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

Principal Securities's SHY Position: Q1 2026 in Review

Principal Securities increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 147% in Q1 2026, buying an estimated $4.79M and bringing the position to 97,229 shares worth $8.03M. The position accounts for 0.12% of the portfolio, ranked #160.

Principal Securities first reported a position in SHY in Q4 2023 and has held it in 10 quarters since. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Principal Securities held 97,229 shares of iShares 1-3 Year Treasury Bond ETF worth $8.03M as of Q1 2026.
  • Principal Securities bought 57,868 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $4.79M.
  • iShares 1-3 Year Treasury Bond ETF made up 0.12% of Principal Securities's portfolio in Q1 2026, its #160 holding.
  • Principal Securities first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.