Smartleaf Asset Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Smartleaf Asset Management’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	$3.05M	Buy	36,999 +9,201	+33%	+$762K	0.11%	163
2025 Q4	$2.3M	Buy	27,798 +1,273	+5%	+$106K	0.09%	203
2025 Q3	$2.2M	Sell	26,525 -28	-0.1%	-$2.32K	0.14%	160
2025 Q2	$2.2M	Buy	26,553 +10,843	+69%	+$895K	0.19%	102
2025 Q1	$1.3M	Buy	15,710 +1,919	+14%	+$158K	0.13%	181
2024 Q4	$1.13M	Sell	13,791 -8,040	-37%	-$661K	0.12%	187
2024 Q3	$1.82M	Sell	21,831 -1,174	-5%	-$96.9K	0.22%	105
2024 Q2	$1.88M	Sell	23,005 -1,153	-5%	-$93.8K	0.31%	73
2024 Q1	$1.98M	Sell	24,158 -9,343	-28%	-$765K	0.38%	62
2023 Q4	$2.75M	Buy	+33,501	New	+$2.72M	0.74%	31

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Smartleaf Asset Management's SHY Position: Q1 2026 in Review

Smartleaf Asset Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 33% in Q1 2026, buying an estimated $762K and bringing the position to 36,999 shares worth $3.05M. The position accounts for 0.11% of the portfolio, ranked #163.

Smartleaf Asset Management first reported a position in SHY in Q4 2023 and has held it in 10 quarters since. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Smartleaf Asset Management held 36,999 shares of iShares 1-3 Year Treasury Bond ETF worth $3.05M as of Q1 2026.
Smartleaf Asset Management bought 9,201 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $762K.
iShares 1-3 Year Treasury Bond ETF made up 0.11% of Smartleaf Asset Management's portfolio in Q1 2026, its #163 holding.
Smartleaf Asset Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.