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

Stephens Inc’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 		$41.6M Buy
503,696
+18,494
+4% +$1.53M 0.52% 41
2025
Q4 		$40.2M Sell
485,202
-27,834
-5% -$2.31M 0.5% 40
2025
Q3 		$42.6M Sell
513,036
-28,264
-5% -$2.34M 0.54% 32
2025
Q2 		$44.9M Sell
541,300
-84,495
-14% -$6.98M 0.62% 28
2025
Q1 		$51.8M Sell
625,795
-172,544
-22% -$14.2M 0.76% 19
2024
Q4 		$65.4M Sell
798,339
-539,320
-40% -$44.3M 0.92% 16
2024
Q3 		$111M Buy
1,337,659
+8,531
+0.6% +$704K 1.58% 7
2024
Q2 		$109M Buy
1,329,128
+6,363
+0.5% +$518K 1.66% 6
2024
Q1 		$108M Buy
1,322,765
+2,371
+0.2% +$194K 1.68% 6
2023
Q4 		$108M Buy
1,320,394
+11,880
+0.9% +$966K 1.87% 5
2023
Q3 		$106M Sell
1,308,514
-47,584
-4% -$3.85M 2.03% 3
2023
Q2 		$110M Sell
1,356,098
-115,207
-8% -$9.42M 1.98% 5
2023
Q1 		$121M Buy
1,471,305
+223,660
+18% +$18.2M 2.32% 3
2022
Q4 		$101M Buy
1,247,645
+110,863
+10% +$8.99M 2.07% 4
2022
Q3 		$92.3M Sell
1,136,782
-129,535
-10% -$10.7M 1.97% 4
2022
Q2 		$105M Sell
1,266,317
-610,254
-33% -$50.6M 2.12% 4
2022
Q1 		$156M Buy
1,876,571
+251,037
+15% +$21.2M 2.55% 2
2021
Q4 		$139M Sell
1,625,534
-241,683
-13% -$20.7M 2.1% 3
2021
Q3 		$161M Buy
1,867,217
+83,844
+5% +$7.23M 2.49% 2
2021
Q2 		$154M Sell
1,783,373
-289,623
-14% -$25M 2.3% 3
2021
Q1 		$179M Buy
2,072,996
+387,434
+23% +$33.4M 2.94% 2
2020
Q4 		$146M Buy
1,685,562
+209,229
+14% +$18.1M 2.61% 2
2020
Q3 		$128M Buy
1,476,333
+567,956
+63% +$49.1M 2.51% 2
2020
Q2 		$78.7M Buy
908,377
+153,185
+20% +$13.3M 1.69% 11
2020
Q1 		$65.5M Buy
755,192
+65,696
+10% +$5.61M 1.74% 9
2019
Q4 		$58.4M Buy
689,496
+67,139
+11% +$5.69M 1.22% 11
2019
Q3 		$52.8M Buy
622,357
+73,385
+13% +$6.22M 1.16% 10
2019
Q2 		$46.5M Buy
548,972
+46,394
+9% +$3.91M 1.05% 10
2019
Q1 		$42.3M Buy
502,578
+29,321
+6% +$2.45M 1% 10
2018
Q4 		$39.6M Sell
473,257
-16,600
-3% -$1.38M 1.12% 9
2018
Q3 		$40.7M Buy
489,857
+68,836
+16% +$5.73M 1.01% 10
2018
Q2 		$35.1M Buy
+421,021
New +$35.1M 1.06% 12
2014
Q1 		– Sell
-643,360
Closed -$54.3M – 889
2013
Q4 		$54.3M Buy
643,360
+18,398
+3% +$1.55M 2.69% 6
2013
Q3 		$52.8M Buy
624,962
+144,371
+30% +$12.2M 2.85% 5
2013
Q2 		$40.5M Buy
+480,591
New +$40.6M 2.26% 9

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

Stephens Inc's SHY Position: Q1 2026 in Review

Stephens Inc increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 3.8% in Q1 2026, buying an estimated $1.53M and bringing the position to 503,696 shares worth $41.6M. The position accounts for 0.52% of the portfolio, ranked #41.

Stephens Inc first reported a position in SHY in Q2 2013 and has held it in 35 quarters since. The position peaked at $179M in Q1 2021. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Stephens Inc held 503,696 shares of iShares 1-3 Year Treasury Bond ETF worth $41.6M as of Q1 2026.
  • Stephens Inc bought 18,494 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.53M.
  • iShares 1-3 Year Treasury Bond ETF made up 0.52% of Stephens Inc's portfolio in Q1 2026, its #41 holding.
  • Stephens Inc first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and has held it in 35 quarters since.
  • Stephens Inc's iShares 1-3 Year Treasury Bond ETF position peaked at $179M in Q1 2021.
  • 1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.