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Wellington-Altus USA’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Wellington-Altus USA’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 		$6.14M Buy
74,306
+28
+0% +$2.3K 4.37% 3
2026
Q1 		$6.1M Buy
74,278
+64,462
+657% +$5.34M 3.59% 4
2025
Q4 		$813K Buy
+9,816
New +$814K 0.6% 38

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

Wellington-Altus USA's SHY Position: Q2 2026 in Review

Wellington-Altus USA increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.04% in Q2 2026, buying an estimated $2.3K and bringing the position to 74,306 shares worth $6.14M. The position accounts for 4.37% of the portfolio, ranked #3.

Wellington-Altus USA first reported a position in SHY in Q4 2025 and has held it in 3 quarters since. 1,214 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Wellington-Altus USA held 74,306 shares of iShares 1-3 Year Treasury Bond ETF worth $6.14M as of Q2 2026.
  • Wellington-Altus USA bought 28 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.3K.
  • iShares 1-3 Year Treasury Bond ETF made up 4.37% of Wellington-Altus USA's portfolio in Q2 2026, its #3 holding.
  • Wellington-Altus USA first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,214 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.