As of the latest SEC filings, ISHARES 1-3 YEAR TREASURY BOND ETF (SHY) is held by 29 institutional funds. The largest fund shareholder is Quantified Managed Income Fund (QBDSX), holding an estimated $33,905,141.11 in market value, representing 21.64% of its portfolio.
Funds holding ISHARES 1-3 YEAR TREASURY BOND ETF (SHY)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- SHY
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
QBDSX
Quantified Managed Income Fund
|
MF | Independent / Boutique | 21.64% | $33,905,141.11 | 410,623 | Mar 31, 2026 | May 8, 2026 |
|
MAMB
Monarch Ambassador Income ETF
|
ETF | Independent / Boutique | 11.13% | $19,266,567.50 | 231,625 | Feb 28, 2026 | Apr 28, 2026 |
|
EKSAX
Allspring Diversified Income Builder Fund
|
MF | Allspring | 3.20% | $16,404,264.47 | 198,671 | Mar 31, 2026 | May 27, 2026 |
|
BNDIX
Tactical Income Fund
|
MF | Independent / Boutique | 10.50% | $15,253,899.23 | 184,739 | Mar 31, 2026 | Apr 24, 2026 |
|
AAAA
Amplius Aggressive Asset Allocation ETF
|
ETF | Independent / Boutique | 5.39% | $14,408,018.80 | 174,685 | Apr 30, 2026 | Jun 29, 2026 |
|
-
SA Fixed Income Intermediate Index Portfolio
|
ETF | Independent / Boutique | 2.17% | $11,134,800.00 | 135,000 | Apr 30, 2026 | Jun 29, 2026 |
|
LCR
Leuthold Core ETF
|
ETF | Independent / Boutique | 15.66% | $10,645,337.25 | 128,925 | Mar 31, 2026 | May 28, 2026 |
|
-
SA Fixed Income Index Portfolio
|
ETF | Independent / Boutique | 1.94% | $10,310,000.00 | 125,000 | Apr 30, 2026 | Jun 29, 2026 |
|
-
Beacon Pointe Multi-Alternative Fund
|
CEF | Independent / Boutique | 0.94% | $10,156,110.00 | 123,000 | Mar 31, 2026 | May 29, 2026 |
|
FLOAX
DF Tactical Yield Fund
|
MF | Independent / Boutique | 15.09% | $6,968,990.57 | 84,401 | Mar 31, 2026 | May 28, 2026 |
|
DYFI
IDX Dynamic Fixed Income ETF
|
ETF | Independent / Boutique | 10.00% | $5,497,951.84 | 66,658 | Apr 30, 2026 | Jun 29, 2026 |
|
RQIIX
RESQ Strategic Income Fund
|
MF | Independent / Boutique | 13.72% | $4,021,159.00 | 48,700 | Mar 31, 2026 | May 28, 2026 |
|
BLUIX
BLUEPRINT ADAPTIVE GROWTH ALLOCATION FUND
|
MF | Independent / Boutique | 1.48% | $3,459,622.56 | 41,592 | Feb 28, 2026 | Apr 27, 2026 |
|
-
Global Atlantic Moderately Aggressive Managed Risk Portfolio
|
ETF | Independent / Boutique | 1.18% | $2,717,791.55 | 32,915 | Mar 31, 2026 | May 26, 2026 |
|
-
Global Atlantic Balanced Managed Risk Portfolio
|
ETF | Independent / Boutique | 3.26% | $2,002,983.06 | 24,258 | Mar 31, 2026 | May 26, 2026 |
|
-
Global Atlantic Moderate Managed Risk Portfolio
|
ETF | Independent / Boutique | 2.39% | $1,813,237.20 | 21,960 | Mar 31, 2026 | May 26, 2026 |
|
ROMO
Strategy Shares Newfound/Resolve Robust Momentum ETF
|
ETF | Independent / Boutique | 6.49% | $1,666,260.96 | 20,202 | Apr 30, 2026 | Jun 25, 2026 |
|
LCO
LOGIQ Contrarian Opportunities ETF
|
ETF | Independent / Boutique | 2.40% | $1,391,601.40 | 16,730 | Feb 28, 2026 | Apr 20, 2026 |
|
-
Global Atlantic BlackRock Selects Managed Risk Portfolio
|
ETF | Independent / Boutique | 1.02% | $1,260,183.34 | 15,262 | Mar 31, 2026 | May 26, 2026 |
|
USAF
Atlas America Fund
|
ETF | Independent / Boutique | 6.69% | $1,246,146.44 | 15,092 | Mar 31, 2026 | May 28, 2026 |
|
LCAIX
Lazard Opportunistic Strategies Portfolio
|
MF | Independent / Boutique | 5.32% | $1,213,035.87 | 14,691 | Mar 31, 2026 | May 28, 2026 |
|
DWAFX
Arrow DWA Tactical: Balanced Fund
|
MF | Independent / Boutique | 3.46% | $974,171.28 | 11,811 | Apr 30, 2026 | Jun 29, 2026 |
|
FAUDX
Strategic Advisers Short Duration Fund
|
MF | Fidelity | 0.03% | $930,701.02 | 11,189 | Feb 28, 2026 | Apr 24, 2026 |
|
AIIFX
Timber Point Alternative Income Fund
|
MF | Independent / Boutique | 3.08% | $825,700.00 | 10,000 | Mar 31, 2026 | May 28, 2026 |
|
SYMCX
AlphaCentric Symmetry Strategy Fund
|
MF | Independent / Boutique | 1.51% | $781,194.77 | 9,461 | Mar 31, 2026 | May 29, 2026 |
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