SIA
SHY icon

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

Strategic Investment 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
Q2 		$37.7M Buy
458,650
+137,110
+43% +$11.3M 2.28% 9
2026
Q1 		$26.6M Buy
321,540
+144,894
+82% +$12M 1.83% 10
2025
Q4 		$14.6M Buy
176,646
+48,766
+38% +$4.04M 1.27% 20
2025
Q3 		$10.6M Sell
127,880
-638,915
-83% -$52.8M 0.95% 30
2025
Q2 		$63.5M Buy
766,795
+455,930
+147% +$37.6M 6.17% 2
2025
Q1 		$25.7M Sell
310,865
-32,036
-9% -$2.63M 2.73% 8
2024
Q4 		$28.1M Buy
342,901
+221,702
+183% +$18.2M 2.99% 8
2024
Q3 		$10.1M Sell
121,199
-400,967
-77% -$33.1M 1.1% 26
2024
Q2 		$42.6M Buy
522,166
+21,381
+4% +$1.74M 5.2% 4
2024
Q1 		$41M Buy
500,785
+298,937
+148% +$24.5M 5.26% 4
2023
Q4 		$16.6M Sell
201,848
-322,553
-62% -$26.2M 2.39% 9
2023
Q3 		$42.5M Buy
+524,401
New +$42.5M 6.99% 1
2023
Q2 		– Sell
-441,473
Closed -$36.3M – 241
2023
Q1 		$36.3M Buy
441,473
+438,739
+16,048% +$35.8M 6.56% 1
2022
Q4 		$222K Sell
2,734
-691,166
-100% -$56.1M 0.05% 215
2022
Q3 		$56.4M Sell
693,900
-293,039
-30% -$24.1M 12.7% 1
2022
Q2 		$81.7M Buy
986,939
+70,684
+8% +$5.86M 16.33% 1
2022
Q1 		$76.4M Buy
916,255
+623,558
+213% +$52.7M 14.43% 1
2021
Q4 		$25M Buy
+292,697
New +$25.1M 4.84% 3
2021
Q2 		– Sell
-235,107
Closed -$20.3M – 206
2021
Q1 		$20.3M Buy
235,107
+194,118
+474% +$16.8M 5.26% 1
2020
Q4 		$3.54M Buy
+40,989
New +$3.54M 1.02% 29
2020
Q2 		– Sell
-6,871
Closed -$596K – 177
2020
Q1 		$596K Buy
6,871
+437
+7% +$37.3K 0.27% 70
2019
Q4 		$544K Buy
+6,434
New +$545K 0.22% 78

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Strategic Investment Advisors's SHY Position: Q2 2026 in Review

Strategic Investment Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 43% in Q2 2026, buying an estimated $11.3M and bringing the position to 458,650 shares worth $37.7M. The position accounts for 2.28% of the portfolio, ranked #9.

Strategic Investment Advisors first reported a position in SHY in Q4 2019 and has held it in 22 quarters since. The position peaked at $81.7M in Q2 2022. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Strategic Investment Advisors held 458,650 shares of iShares 1-3 Year Treasury Bond ETF worth $37.7M as of Q2 2026.
  • Strategic Investment Advisors bought 137,110 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $11.3M.
  • iShares 1-3 Year Treasury Bond ETF made up 2.28% of Strategic Investment Advisors's portfolio in Q2 2026, its #9 holding.
  • Strategic Investment Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2019 and has held it in 22 quarters since.
  • Strategic Investment Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $81.7M in Q2 2022.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.