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

Valeo Financial 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 		– Sell
-8,086
Closed -$670K – 872
2025
Q4 		$670K Buy
8,086
+163
+2% +$13.5K 0.01% 391
2025
Q3 		$657K Buy
7,923
+215
+3% +$17.8K 0.02% 400
2025
Q2 		$639K Sell
7,708
-408
-5% -$33.7K 0.02% 396
2025
Q1 		$671K Buy
8,116
+403
+5% +$33.1K 0.02% 338
2024
Q4 		$632K Hold
7,713
– – 0.02% 360
2024
Q3 		$641K Buy
7,713
+1,323
+21% +$109K 0.02% 350
2024
Q2 		$522K Hold
6,390
– – 0.02% 378
2024
Q1 		$519K Sell
6,390
-367
-5% -$30K 0.02% 368
2023
Q4 		$554K Hold
6,757
– – 0.02% 328
2023
Q3 		$547K Sell
6,757
-195
-3% -$15.8K 0.02% 314
2023
Q2 		$564K Hold
6,952
– – 0.03% 298
2023
Q1 		$571K Buy
+6,952
New +$567K 0.03% 306
2021
Q2 		– Sell
-185
Closed -$16K – 1596
2021
Q1 		$16K Buy
+185
New +$16K ﹤0.01% 1240
2020
Q4 		– Sell
-293
Closed -$25K – 1826
2020
Q3 		$25K Sell
293
-840
-74% -$72.7K ﹤0.01% 869
2020
Q2 		$98K Sell
1,133
-3,075
-73% -$266K 0.01% 512
2020
Q1 		$364K Buy
4,208
+1,808
+75% +$154K 0.04% 206
2019
Q4 		$203K Sell
2,400
-300
-11% -$25.4K 0.02% 321
2019
Q3 		$229K Sell
2,700
-223
-8% -$18.9K 0.03% 281
2019
Q2 		$248K Buy
2,923
+523
+22% +$44K 0.03% 251
2019
Q1 		$202K Hold
2,400
– – 0.02% 277
2018
Q4 		$201K Buy
+2,400
New +$199K 0.03% 255

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Valeo Financial Advisors's SHY Position: Q1 2026 in Review

Valeo Financial Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2026, closing a stake of 8,086 shares — an estimated $670K sold.

Valeo Financial Advisors first reported a position in SHY in Q4 2018 and held it in 21 quarters. The position peaked at $671K in Q1 2025. 1,220 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Valeo Financial Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Valeo Financial Advisors sold 8,086 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $670K.
  • Valeo Financial Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and held it in 21 quarters.
  • Valeo Financial Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $671K in Q1 2025.
  • 1,220 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Valeo Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.