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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
Q2 		$5.93M Sell
72,255
-24,974
-26% -$2.05M 0.07% 250
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 $1.89T 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

Principal Securities's SHY Position: Q2 2026 in Review

Principal Securities reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 26% in Q2 2026, selling an estimated $2.05M and leaving 72,255 shares worth $5.93M. The position accounts for 0.07% of the portfolio, ranked #250.

Principal Securities first reported a position in SHY in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.03M in Q1 2026. 1,211 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Principal Securities held 72,255 shares of iShares 1-3 Year Treasury Bond ETF worth $5.93M as of Q2 2026.
  • Principal Securities sold 24,974 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.05M.
  • iShares 1-3 Year Treasury Bond ETF made up 0.07% of Principal Securities's portfolio in Q2 2026, its #250 holding.
  • Principal Securities first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's iShares 1-3 Year Treasury Bond ETF position peaked at $8.03M in Q1 2026.
  • 1,211 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.