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

SRH Advisors’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	$41.3K	Hold	500	–	–	0.01%	142
2025 Q4	$41.4K	Hold	500	–	–	0.01%	136
2025 Q3	$41.5K	Hold	500	–	–	0.01%	136
2025 Q2	$41.4K	Hold	500	–	–	0.01%	135
2025 Q1	$41.4K	Hold	500	–	–	0.01%	135
2024 Q4	$41K	Hold	500	–	–	0.01%	132
2024 Q3	$41.6K	Hold	500	–	–	0.01%	132
2024 Q2	$40.8K	Hold	500	–	–	0.01%	131
2024 Q1	$40.9K	Hold	500	–	–	0.01%	135
2023 Q4	$41K	Hold	500	–	–	0.01%	133
2023 Q3	$40.5K	Hold	500	–	–	0.02%	125
2023 Q2	$41.1K	Hold	500	–	–	0.02%	124
2023 Q1	$41K	Hold	500	–	–	0.02%	124
2022 Q4	$41K	Hold	500	–	–	0.02%	126
2022 Q3	$41K	Hold	500	–	–	0.05%	129
2022 Q2	$41K	Hold	500	–	–	0.05%	128
2022 Q1	$42K	Hold	500	–	–	0.05%	135
2021 Q4	$43K	Hold	500	–	–	0.05%	136
2021 Q3	$43K	Hold	500	–	–	0.05%	136
2021 Q2	$43K	Hold	500	–	–	0.05%	136
2021 Q1	$43K	Hold	500	–	–	0.06%	127
2020 Q4	$43K	Hold	500	–	–	0.07%	121
2020 Q3	$43K	Hold	500	–	–	0.08%	106
2020 Q2	$43K	Hold	500	–	–	0.11%	88
2020 Q1	$43K	Hold	500	–	–	0.12%	84
2019 Q4	$42K	Hold	500	–	–	0.13%	88
2019 Q3	$42K	Hold	500	–	–	0.14%	87
2019 Q2	$42K	Hold	500	–	–	0.14%	87
2019 Q1	$42K	Hold	500	–	–	0.15%	86
2018 Q4	$42K	Hold	500	–	–	0.16%	84
2018 Q3	$42K	Hold	500	–	–	0.14%	92
2018 Q2	$42K	Hold	500	–	–	0.16%	90
2018 Q1	$42K	Hold	500	–	–	0.17%	83
2017 Q4	$42K	Hold	500	–	–	0.17%	83
2017 Q3	$42K	Hold	500	–	–	0.18%	83
2017 Q2	$42K	Hold	500	–	–	0.2%	71
2017 Q1	$42K	Hold	500	–	–	0.2%	73
2016 Q4	$42K	Hold	500	–	–	0.21%	72
2016 Q3	$43K	Hold	500	–	–	0.22%	66
2016 Q2	$43K	Hold	500	–	–	0.23%	66
2016 Q1	$43K	Hold	500	–	–	0.24%	64
2015 Q4	$42K	Hold	500	–	–	0.25%	65
2015 Q3	$43K	Hold	500	–	–	0.25%	59
2015 Q2	$42K	Hold	500	–	–	0.26%	57
2015 Q1	$42K	Hold	500	–	–	0.28%	52
2014 Q4	$42K	Hold	500	–	–	0.29%	53
2014 Q3	$42K	Hold	500	–	–	0.32%	48
2014 Q2	$42K	Hold	500	–	–	0.33%	47
2014 Q1	$42K	Hold	500	–	–	0.34%	48
2013 Q4	$42K	Buy	+500	New	+$42.2K	0.41%	47

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

SRH Advisors's SHY Position: Q1 2026 in Review

SRH Advisors held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q1 2026 at 500 shares worth $41.3K. The position accounts for 0.01% of the portfolio, ranked #142.

SRH Advisors first reported a position in SHY in Q4 2013 and has held it in 50 quarters since. The position peaked at $43K in Q4 2021. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

SRH Advisors held 500 shares of iShares 1-3 Year Treasury Bond ETF worth $41.3K as of Q1 2026.
SRH Advisors left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.01% of SRH Advisors's portfolio in Q1 2026, its #142 holding.
SRH Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2013 and has held it in 50 quarters since.
SRH Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $43K 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 SRH Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.