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Sunbelt Securities’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Sunbelt Securities’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 		$246K Sell
2,978
-34
-1% -$2.81K 0.02% 580
2025
Q4 		$249K Sell
3,012
-85
-3% -$7.05K 0.02% 574
2025
Q3 		$257K Sell
3,097
-1,119
-27% -$92.6K 0.02% 573
2025
Q2 		$346K Buy
4,216
+178
+4% +$14.7K 0.03% 441
2025
Q1 		$334K Sell
4,038
-178
-4% -$14.6K 0.03% 426
2024
Q4 		$345K Sell
4,216
-617
-13% -$50.7K 0.03% 442
2024
Q3 		$402K Sell
4,833
-609
-11% -$50.2K 0.04% 408
2024
Q2 		$444K Sell
5,442
-571
-9% -$46.5K 0.05% 362
2024
Q1 		$492K Buy
6,013
+182
+3% +$14.9K 0.05% 327
2023
Q4 		$478K Buy
5,831
+3,050
+110% +$248K 0.06% 318
2023
Q3 		$225K Sell
2,781
-3,853
-58% -$312K 0.03% 456
2023
Q2 		$538K Buy
6,634
+17
+0.3% +$1.39K 0.08% 268
2023
Q1 		$543K Sell
6,617
-2,347
-26% -$191K 0.09% 248
2022
Q4 		$728K Sell
8,964
-2,795
-24% -$227K 0.14% 174
2022
Q3 		$955K Sell
11,759
-126
-1% -$10.4K 0.2% 132
2022
Q2 		$984K Sell
11,885
-19,684
-62% -$1.63M 0.21% 123
2022
Q1 		$2.63M Buy
31,569
+17,227
+120% +$1.46M 0.48% 48
2021
Q4 		$1.21M Buy
14,342
+7,952
+124% +$682K 0.2% 125
2021
Q3 		$551K Hold
6,390
– – 0.1% 239
2021
Q2 		$551K Sell
6,390
-4,092
-39% -$353K 0.1% 239
2021
Q1 		$904K Sell
10,482
-411
-4% -$35.5K 0.18% 146
2020
Q4 		$941K Sell
10,893
-10,616
-49% -$917K 0.19% 132
2020
Q3 		$1.86M Buy
21,509
+2,662
+14% +$230K 0.52% 51
2020
Q2 		$1.63M Sell
18,847
-23,542
-56% -$2.04M 0.56% 47
2020
Q1 		$3.63M Buy
42,389
+37,733
+810% +$3.22M 0.16% 72
2019
Q4 		$346K Buy
4,656
+563
+14% +$47.7K 0.04% 411
2019
Q3 		$347K Sell
4,093
-2,782
-40% -$236K 0.04% 386
2019
Q2 		$583K Buy
6,875
+4,299
+167% +$362K 0.25% 115
2019
Q1 		$217K Buy
+2,576
New +$216K 0.11% 217

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

Sunbelt Securities's SHY Position: Q1 2026 in Review

Sunbelt Securities reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1.1% in Q1 2026, selling an estimated $2.81K and leaving 2,978 shares worth $246K. The position accounts for 0.02% of the portfolio, ranked #580.

Sunbelt Securities first reported a position in SHY in Q1 2019 and has held it in 29 quarters since. The position peaked at $3.63M in Q1 2020. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Sunbelt Securities held 2,978 shares of iShares 1-3 Year Treasury Bond ETF worth $246K as of Q1 2026.
  • Sunbelt Securities sold 34 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $2.81K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.02% of Sunbelt Securities's portfolio in Q1 2026, its #580 holding.
  • Sunbelt Securities first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2019 and has held it in 29 quarters since.
  • Sunbelt Securities's iShares 1-3 Year Treasury Bond ETF position peaked at $3.63M in Q1 2020.
  • 1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.