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

SBI 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 		$1.23M Sell
14,989
-2,934
-16% -$241K 0.03% 254
2026
Q1 		$1.48M Buy
17,923
+1,427
+9% +$118K 0.04% 221
2025
Q4 		$1.37M Buy
16,496
+5,143
+45% +$426K 0.04% 230
2025
Q3 		$942K Buy
11,353
+2,921
+35% +$242K 0.02% 283
2025
Q2 		$699K Sell
8,432
-317
-4% -$26.2K 0.02% 314
2025
Q1 		$724K Buy
8,749
+177
+2% +$14.6K 0.02% 298
2024
Q4 		$703K Buy
+8,572
New +$705K 0.02% 299

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

SBI Securities's SHY Position: Q2 2026 in Review

SBI Securities reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 16% in Q2 2026, selling an estimated $241K and leaving 14,989 shares worth $1.23M. The position accounts for 0.03% of the portfolio, ranked #254.

SBI Securities first reported a position in SHY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.48M in Q1 2026. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • SBI Securities held 14,989 shares of iShares 1-3 Year Treasury Bond ETF worth $1.23M as of Q2 2026.
  • SBI Securities sold 2,934 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $241K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.03% of SBI Securities's portfolio in Q2 2026, its #254 holding.
  • SBI Securities first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's iShares 1-3 Year Treasury Bond ETF position peaked at $1.48M in Q1 2026.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.