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SHY
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Position history for Steward Partners Investment Advisory, LLC's holdings in ISHARES TR

Steward Partners Investment Advisory, LLC holds 1.1M shares of SHY (ISHARES TR), worth $88.6M as of 2026-Q1. The position was decreased (-27.1% shares). SHY represents 0.5% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$88.6M

Current Shares

1.1M

Total Value Change

+$84.6M

Total Shares Change

+1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
1.1M
-27.1%
$88.6M0.5%$82.80
0
2025-Q4
Decreased
1.5M
-17.0%
$122M0.7%$82.60
0
2025-Q3
Increased
1.8M
+1113.5%
$147.3M0.8%$81.66
69
2025-Q2
Decreased
146,286
-3.4%
$12.1M0.1%$80.76
0
2025-Q1
Increased
151,467
+270.2%
$12.5M0.1%$79.85
54
2024-Q4
Decreased
40,913
-9.1%
$3.4M0.0%$78.63
0
2024-Q3
Decreased
44,998
-8.3%
$3.7M0.0%$78.85
0
2024-Q2
Decreased
49,093
-20.4%
$4M0.0%$76.54
0

Other major holders of SHY: MORGAN STANLEY

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