SMF
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Sterling Manor Financial’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Sterling Manor Financial’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 		$5.2M Buy
63,035
+94
+0.1% +$7.78K 3.26% 14
2025
Q4 		$5.21M Buy
62,941
+609
+1% +$50.5K 3.25% 13
2025
Q3 		$5.17M Sell
62,332
-19,153
-24% -$1.58M 3.26% 13
2025
Q2 		$6.75M Buy
81,485
+5,697
+8% +$470K 4.5% 12
2025
Q1 		$6.27M Buy
75,788
+6,564
+9% +$540K 4.48% 12
2024
Q4 		$5.67M Buy
69,224
+7,384
+12% +$607K 3.96% 12
2024
Q3 		$5.14M Buy
61,840
+247
+0.4% +$20.4K 3.48% 13
2024
Q2 		$5.03M Sell
61,593
-366
-0.6% -$29.8K 3.83% 11
2024
Q1 		$5.07M Buy
61,959
+11,246
+22% +$920K 3.81% 11
2023
Q4 		$4.16M Buy
50,713
+21,795
+75% +$1.77M 3.52% 11
2023
Q3 		$2.34M Buy
28,918
+9,281
+47% +$752K 2.12% 15
2023
Q2 		$1.59M Sell
19,637
-21,484
-52% -$1.76M 1.34% 18
2023
Q1 		$3.38M Buy
+41,121
New +$3.35M 3.28% 12

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 $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sterling Manor Financial's SHY Position: Q1 2026 in Review

Sterling Manor Financial increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.15% in Q1 2026, buying an estimated $7.78K and bringing the position to 63,035 shares worth $5.2M. The position accounts for 3.26% of the portfolio, ranked #14.

Sterling Manor Financial first reported a position in SHY in Q1 2023 and has held it in 13 quarters since. The position peaked at $6.75M in Q2 2025. 1,218 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Sterling Manor Financial held 63,035 shares of iShares 1-3 Year Treasury Bond ETF worth $5.2M as of Q1 2026.
  • Sterling Manor Financial bought 94 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $7.78K.
  • iShares 1-3 Year Treasury Bond ETF made up 3.26% of Sterling Manor Financial's portfolio in Q1 2026, its #14 holding.
  • Sterling Manor Financial first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • Sterling Manor Financial's iShares 1-3 Year Treasury Bond ETF position peaked at $6.75M in Q2 2025.
  • 1,218 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Sterling Manor Financial's 13F filing for Q1 2026, filed 13 Apr 2026.