Vernal Point Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Vernal Point 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	-31,705	Closed	-$2.63M	–	23
2025 Q4	$2.63M	Hold	31,705	–	–	1.08%	10
2025 Q3	$2.63M	Hold	31,705	–	–	1.13%	10
2025 Q2	$2.63M	Buy	31,705 +1,330	+4%	+$110K	1.53%	10
2025 Q1	$2.51M	Sell	30,375 -52,018	-63%	-$4.28M	1.66%	9
2024 Q4	$6.75M	Hold	82,393	–	–	4.64%	6
2024 Q3	$6.85M	Buy	82,393 +3,150	+4%	+$260K	5.3%	6
2024 Q2	$6.47M	Buy	79,243 +14,885	+23%	+$1.21M	4.61%	6
2024 Q1	$5.26M	Buy	64,358 +3,000	+5%	+$246K	4.5%	6
2023 Q4	$5.03M	Buy	+61,358	New	+$4.99M	5.23%	6

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Vernal Point Advisors's SHY Position: Q1 2026 in Review

Vernal Point Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2026, closing a stake of 31,705 shares — an estimated $2.63M sold.

Vernal Point Advisors first reported a position in SHY in Q4 2023 and held it in 9 quarters. The position peaked at $6.85M in Q3 2024. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Vernal Point Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Vernal Point Advisors sold 31,705 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $2.63M.
Vernal Point Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and held it in 9 quarters.
Vernal Point Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $6.85M in Q3 2024.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Vernal Point Advisors's 13F filing for Q1 2026, filed 14 May 2026.