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

SimplyRich’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 		$425K Sell
5,155
-428
-8% -$35.4K 0.11% 164
2025
Q4 		$462K Sell
5,583
-124
-2% -$10.3K 0.12% 143
2025
Q3 		$473K Sell
5,707
-122
-2% -$10.1K 0.13% 141
2025
Q2 		$482K Sell
5,829
-24
-0.4% -$1.98K 0.13% 144
2025
Q1 		$484K Sell
5,853
-148
-2% -$12.2K 0.14% 148
2024
Q4 		$491K Sell
6,001
-46
-0.8% -$3.78K 0.14% 130
2024
Q3 		$502K Sell
6,047
-33
-0.5% -$2.72K 0.14% 137
2024
Q2 		$496K Sell
6,080
-60
-1% -$4.88K 0.16% 113
2024
Q1 		$503K Sell
6,140
-62
-1% -$5.07K 0.16% 114
2023
Q4 		$509K Buy
+6,202
New +$504K 0.18% 110
2023
Q3 		– Sell
-6,308
Closed -$511K – 160
2023
Q2 		$511K Sell
6,308
-39
-0.6% -$3.19K 0.18% 111
2023
Q1 		$521K Sell
6,347
-56
-0.9% -$4.57K 0.2% 107
2022
Q4 		$519K Sell
6,403
-698
-10% -$56.6K 0.21% 110
2022
Q3 		$576K Sell
7,101
-47
-0.7% -$3.87K 0.26% 92
2022
Q2 		$591K Sell
7,148
-108
-1% -$8.96K 0.25% 96
2022
Q1 		$604K Sell
7,256
-256
-3% -$21.6K 0.21% 102
2021
Q4 		$643K Buy
7,512
+3,220
+75% +$276K 0.21% 102
2021
Q3 		$369K Buy
+4,292
New +$370K 0.13% 131
2021
Q2 		– Sell
-4,292
Closed -$370K – 177
2021
Q1 		$370K Hold
4,292
– – 0.15% 126
2020
Q4 		$371K Sell
4,292
-53
-1% -$4.58K 0.17% 110
2020
Q3 		$376K Hold
4,345
– – 0.19% 105
2020
Q2 		$376K Hold
4,345
– – 0.21% 102
2020
Q1 		$377K Sell
4,345
-135
-3% -$11.5K 0.25% 90
2019
Q4 		$379K Sell
4,480
-1,226
-21% -$104K 0.19% 119
2019
Q3 		$484K Sell
5,706
-22
-0.4% -$1.86K 0.26% 99
2019
Q2 		$486K Buy
+5,728
New +$482K 0.27% 100

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

SimplyRich's SHY Position: Q1 2026 in Review

SimplyRich reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 7.7% in Q1 2026, selling an estimated $35.4K and leaving 5,155 shares worth $425K. The position accounts for 0.11% of the portfolio, ranked #164.

SimplyRich first reported a position in SHY in Q2 2019 and has held it in 26 quarters since. The position peaked at $643K in Q4 2021. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • SimplyRich held 5,155 shares of iShares 1-3 Year Treasury Bond ETF worth $425K as of Q1 2026.
  • SimplyRich sold 428 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $35.4K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.11% of SimplyRich's portfolio in Q1 2026, its #164 holding.
  • SimplyRich first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2019 and has held it in 26 quarters since.
  • SimplyRich's iShares 1-3 Year Treasury Bond ETF position peaked at $643K in Q4 2021.
  • 1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on SimplyRich's 13F filing for Q1 2026, filed 1 May 2026.