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Salomon & Ludwin’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Salomon & Ludwin’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 		$14.2M Buy
170,913
+18,387
+12% +$1.52M 1.27% 25
2025
Q4 		$12.6M Buy
152,526
+12,470
+9% +$1.03M 1.12% 27
2025
Q3 		$11.6M Buy
140,056
+5,176
+4% +$428K 1.04% 28
2025
Q2 		$11.1M Buy
134,880
+13,622
+11% +$1.12M 1.1% 28
2025
Q1 		$10M Buy
121,258
+12,704
+12% +$1.04M 1.07% 28
2024
Q4 		$8.9M Sell
108,554
-132
-0.1% -$10.9K 0.94% 29
2024
Q3 		$9.04M Buy
108,686
+25,371
+30% +$2.09M 0.92% 30
2024
Q2 		$6.86M Sell
83,315
-19,118
-19% -$1.56M 0.77% 34
2024
Q1 		$8.37M Buy
102,433
+80,804
+374% +$6.61M 0.72% 35
2023
Q4 		$1.75M Hold
21,629
– – 0.18% 65
2023
Q3 		$1.75M Buy
21,629
+14,495
+203% +$1.17M 0.18% 65
2023
Q2 		$578K Buy
+7,134
New +$583K 0.06% 106

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

Salomon & Ludwin's SHY Position: Q1 2026 in Review

Salomon & Ludwin increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 12% in Q1 2026, buying an estimated $1.52M and bringing the position to 170,913 shares worth $14.2M. The position accounts for 1.27% of the portfolio, ranked #25.

Salomon & Ludwin first reported a position in SHY in Q2 2023 and has held it in 12 quarters since. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Salomon & Ludwin held 170,913 shares of iShares 1-3 Year Treasury Bond ETF worth $14.2M as of Q1 2026.
  • Salomon & Ludwin bought 18,387 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.52M.
  • iShares 1-3 Year Treasury Bond ETF made up 1.27% of Salomon & Ludwin's portfolio in Q1 2026, its #25 holding.
  • Salomon & Ludwin first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2023 and has held it in 12 quarters since.
  • 1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.