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SevenBridge Financial Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

SevenBridge Financial Group’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 		$6.53M Sell
79,151
-3,079
-4% -$255K 1.02% 25
2025
Q4 		$6.81M Buy
82,230
+3,324
+4% +$276K 1.1% 24
2025
Q3 		$6.54M Sell
78,906
-14,117
-15% -$1.17M 1.08% 22
2025
Q2 		$7.69M Sell
93,023
-21,542
-19% -$1.78M 1.36% 14
2025
Q1 		$9.43M Sell
114,565
-39,227
-26% -$3.23M 1.86% 8
2024
Q4 		$12.6M Sell
153,792
-4,940
-3% -$406K 2.39% 6
2024
Q3 		$13M Buy
158,732
+35,502
+29% +$2.93M 2.51% 5
2024
Q2 		$10.2M Buy
123,230
+6,863
+6% +$558K 2.25% 6
2024
Q1 		$9.46M Sell
116,367
-4,727
-4% -$387K 2.14% 6
2023
Q4 		$9.93M Buy
121,094
+7,358
+6% +$598K 2.35% 6
2023
Q3 		$9.21M Sell
113,736
-2,708
-2% -$219K 2.38% 4
2023
Q2 		$9.44M Sell
116,444
-297
-0.3% -$24.3K 2.44% 4
2023
Q1 		$9.59M Sell
116,741
-11,306
-9% -$922K 2.64% 4
2022
Q4 		$10.4M Sell
128,047
-9,313
-7% -$756K 3.04% 3
2022
Q3 		$11.2M Buy
137,360
+122,943
+853% +$10.1M 3.78% 3
2022
Q2 		$1.19M Sell
14,417
-3,545
-20% -$294K 0.48% 57
2022
Q1 		$1.5M Sell
17,962
-997
-5% -$84.3K 0.53% 53
2021
Q4 		$1.62M Sell
18,959
-1,099
-5% -$94.3K 0.49% 57
2021
Q3 		$1.73M Buy
20,058
+806
+4% +$69.5K 0.58% 48
2021
Q2 		$1.66M Sell
19,252
-445
-2% -$38.4K 0.54% 51
2021
Q1 		$1.7M Sell
19,697
-1,870
-9% -$161K 0.62% 48
2020
Q4 		$1.86M Sell
21,567
-1,197
-5% -$103K 0.73% 41
2020
Q3 		$1.97M Sell
22,764
-7,539
-25% -$652K 0.9% 32
2020
Q2 		$2.63M Sell
30,303
-29
-0.1% -$2.51K 1.3% 25
2020
Q1 		$2.63M Buy
30,332
+630
+2% +$53.8K 1.52% 21
2019
Q4 		$2.51M Buy
29,702
+4,987
+20% +$423K 0.66% 33
2019
Q3 		$2.1M Buy
+24,715
New +$2.09M 1.1% 31

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

SevenBridge Financial Group's SHY Position: Q1 2026 in Review

SevenBridge Financial Group reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 3.7% in Q1 2026, selling an estimated $255K and leaving 79,151 shares worth $6.53M. The position accounts for 1.02% of the portfolio, ranked #25.

SevenBridge Financial Group first reported a position in SHY in Q3 2019 and has held it in 27 quarters since. The position peaked at $13M in Q3 2024. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • SevenBridge Financial Group held 79,151 shares of iShares 1-3 Year Treasury Bond ETF worth $6.53M as of Q1 2026.
  • SevenBridge Financial Group sold 3,079 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $255K.
  • iShares 1-3 Year Treasury Bond ETF made up 1.02% of SevenBridge Financial Group's portfolio in Q1 2026, its #25 holding.
  • SevenBridge Financial Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2019 and has held it in 27 quarters since.
  • SevenBridge Financial Group's iShares 1-3 Year Treasury Bond ETF position peaked at $13M in Q3 2024.
  • 1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on SevenBridge Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.