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Realta Investment Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Realta Investment Advisors’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 		$2.17M Buy
26,483
+1,773
+7% +$146K 0.68% 36
2026
Q1 		$2.04M Buy
24,710
+599
+2% +$49.6K 0.71% 34
2025
Q4 		$2M Buy
24,111
+427
+2% +$35.4K 0.65% 37
2025
Q3 		$1.96M Buy
23,684
+4,822
+26% +$399K 0.66% 40
2025
Q2 		$1.56M Buy
18,862
+2,222
+13% +$183K 0.62% 41
2025
Q1 		$1.38M Sell
16,640
-2,429
-13% -$200K 0.63% 41
2024
Q4 		$1.56M Buy
19,069
+1,880
+11% +$155K 0.64% 40
2024
Q3 		$1.42M Sell
17,189
-165
-1% -$13.6K 0.65% 38
2024
Q2 		$1.42M Sell
17,354
-11,563
-40% -$941K 0.28% 85
2024
Q1 		$2.36M Sell
28,917
-2,026
-7% -$166K 0.49% 42
2023
Q4 		$2.54M Buy
30,943
+1,599
+5% +$130K 0.57% 26
2023
Q3 		$2.38M Hold
29,344
– – 0.55% 31
2023
Q2 		$2.38M Sell
29,344
-593
-2% -$48.5K 0.52% 32
2023
Q1 		$2.46M Buy
29,937
+24,672
+469% +$2.01M 0.6% 28
2022
Q4 		$427K Buy
5,265
+4,159
+376% +$337K 0.1% 232
2022
Q3 		$90K Buy
+1,106
New +$91K 0.02% 464
2022
Q2 		– Sell
-2,582
Closed -$215K – 435
2022
Q1 		$215K Buy
+2,582
New +$218K 0.04% 380
2020
Q1 		– Sell
-12,685
Closed -$1.07M – 1200
2019
Q4 		$1.07M Sell
12,685
-567
-4% -$48K 0.29% 64
2019
Q3 		$1.12M Sell
13,252
-798
-6% -$67.6K 0.3% 62
2019
Q2 		$1.19M Buy
14,050
+1,375
+11% +$116K 0.33% 54
2019
Q1 		$1.07M Buy
+12,675
New +$1.06M 0.49% 37

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

Realta Investment Advisors's SHY Position: Q2 2026 in Review

Realta Investment Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 7.2% in Q2 2026, buying an estimated $146K and bringing the position to 26,483 shares worth $2.17M. The position accounts for 0.68% of the portfolio, ranked #36.

Realta Investment Advisors first reported a position in SHY in Q1 2019 and has held it in 21 quarters since. The position peaked at $2.54M in Q4 2023. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Realta Investment Advisors held 26,483 shares of iShares 1-3 Year Treasury Bond ETF worth $2.17M as of Q2 2026.
  • Realta Investment Advisors bought 1,773 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $146K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.68% of Realta Investment Advisors's portfolio in Q2 2026, its #36 holding.
  • Realta Investment Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2019 and has held it in 21 quarters since.
  • Realta Investment Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $2.54M in Q4 2023.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.