Valley National Advisers’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Valley National Advisers’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	$32.8K	Hold	400	–	–	﹤0.01%	457
2026 Q1	$33K	Hold	400	–	–	﹤0.01%	442
2025 Q4	$33K	Buy	+400	New	+$33.2K	﹤0.01%	447
2025 Q3	–	Sell	-400	Closed	-$33K	–	885
2025 Q2	$33K	Hold	400	–	–	0.01%	422
2025 Q1	$33K	Hold	400	–	–	0.01%	426
2024 Q4	$32K	Hold	400	–	–	0.01%	398
2024 Q3	$33K	Sell	400 -460	-53%	-$38K	0.01%	392
2024 Q2	$70K	Hold	860	–	–	0.01%	349
2024 Q1	$70K	Hold	860	–	–	0.01%	363
2023 Q4	$70K	Hold	860	–	–	0.01%	355
2023 Q3	$70K	Sell	860 -220	-20%	-$17.8K	0.01%	346
2023 Q2	$88K	Sell	1,080 -100	-8%	-$8.18K	0.01%	323
2023 Q1	$97K	Buy	1,180 +100	+9%	+$8.15K	0.02%	303
2022 Q4	$88K	Hold	1,080	–	–	0.02%	319
2022 Q3	$87K	Hold	1,080	–	–	0.02%	310
2022 Q2	$89K	Hold	1,080	–	–	0.02%	290
2022 Q1	$90K	Hold	1,080	–	–	0.02%	296
2021 Q4	$92K	Sell	1,080 -120	-10%	-$10.3K	0.02%	297
2021 Q3	$103K	Sell	1,200 -12	-1%	-$1.03K	0.02%	269
2021 Q2	$104K	Sell	1,212 -130	-10%	-$11.2K	0.02%	276
2021 Q1	$116K	Buy	1,342 +12	+0.9%	+$1.04K	0.02%	255
2020 Q4	$115K	Hold	1,330	–	–	0.02%	242
2020 Q3	$115K	Hold	1,330	–	–	0.03%	218
2020 Q2	$115K	Hold	1,330	–	–	0.03%	213
2020 Q1	$115K	Hold	1,330	–	–	0.03%	202
2019 Q4	$113K	Sell	1,330 -192	-13%	-$16.3K	0.03%	230
2019 Q3	$129K	Hold	1,522	–	–	0.04%	220
2019 Q2	$129K	Hold	1,522	–	–	0.04%	214
2019 Q1	$128K	Hold	1,522	–	–	0.04%	215
2018 Q4	$127K	Hold	1,522	–	–	0.04%	195
2018 Q3	$126K	Sell	1,522 -1,465	-49%	-$122K	0.04%	196
2018 Q2	$249K	Hold	2,987	–	–	0.1%	156
2018 Q1	$250K	Sell	2,987 -475	-14%	-$39.7K	0.09%	150
2017 Q4	$290K	Hold	3,462	–	–	0.1%	137
2017 Q3	$292K	Buy	3,462 +355	+11%	+$30K	0.1%	126
2017 Q2	$263K	Buy	3,107 +120	+4%	+$10.1K	0.09%	128
2017 Q1	$252K	Hold	2,987	–	–	0.1%	127
2016 Q4	$252K	Hold	2,987	–	–	0.12%	125
2016 Q3	$254K	Sell	2,987 -1,640	-35%	-$140K	0.13%	120
2016 Q2	$395K	Buy	4,627 +27	+0.6%	+$2.29K	0.21%	108
2016 Q1	$391K	Sell	4,600 -201	-4%	-$17K	0.21%	108
2015 Q4	$405K	Buy	4,801 +201	+4%	+$17K	0.24%	95
2015 Q3	$391K	Hold	4,600	–	–	0.24%	105
2015 Q2	$390K	Sell	4,600 -150	-3%	-$12.7K	0.22%	105
2015 Q1	$403K	Buy	4,750 +1,855	+64%	+$157K	0.24%	100
2014 Q4	$244K	Buy	+2,895	New	+$245K	0.18%	91

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valley National Advisers's SHY Position: Q2 2026 in Review

Valley National Advisers held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 400 shares worth $32.8K. The position accounts for ﹤0.01% of the portfolio, ranked #457.

Valley National Advisers first reported a position in SHY in Q4 2014 and has held it in 46 quarters since. The position peaked at $405K in Q4 2015. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Valley National Advisers held 400 shares of iShares 1-3 Year Treasury Bond ETF worth $32.8K as of Q2 2026.
Valley National Advisers left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #457 holding.
Valley National Advisers first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2014 and has held it in 46 quarters since.
Valley National Advisers's iShares 1-3 Year Treasury Bond ETF position peaked at $405K in Q4 2015.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.