AIM
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Alhambra Investment Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Alhambra Investment Management’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 		$834K Buy
10,155
+966
+11% +$79.4K 0.36% 63
2026
Q1 		$759K Buy
9,189
+460
+5% +$38.1K 0.35% 69
2025
Q4 		$723K Sell
8,729
-36
-0.4% -$2.98K 0.34% 69
2025
Q3 		$727K Sell
8,765
-359
-4% -$29.7K 0.35% 66
2025
Q2 		$756K Sell
9,124
-1,558
-15% -$129K 0.37% 65
2025
Q1 		$884K Sell
10,682
-19
-0.2% -$1.56K 0.46% 56
2024
Q4 		$877K Sell
10,701
-573
-5% -$47.1K 0.45% 53
2024
Q3 		$937K Buy
11,274
+7
+0.1% +$578 0.49% 49
2024
Q2 		$920K Sell
11,267
-2,140
-16% -$174K 0.5% 45
2024
Q1 		$1.1M Sell
13,407
-220
-2% -$18K 0.6% 41
2023
Q4 		$1.12M Sell
13,627
-1,020
-7% -$82.9K 0.66% 41
2023
Q3 		$1.19M Buy
14,647
+49
+0.3% +$3.97K 0.78% 35
2023
Q2 		$1.18M Sell
14,598
-839
-5% -$68.6K 0.78% 33
2023
Q1 		$1.27M Sell
15,437
-770
-5% -$62.8K 0.87% 30
2022
Q4 		$1.32M Buy
16,207
+3,523
+28% +$286K 0.96% 28
2022
Q3 		$1.03M Buy
12,684
+3,632
+40% +$299K 0.78% 34
2022
Q2 		$749K Sell
9,052
-5,310
-37% -$441K 0.54% 51
2022
Q1 		$1.2M Buy
14,362
+3,567
+33% +$301K 0.79% 31
2021
Q4 		$923K Sell
10,795
-467
-4% -$40.1K 0.65% 43
2021
Q3 		$970K Buy
11,262
+579
+5% +$49.9K 0.74% 36
2021
Q2 		$920K Buy
10,683
+1,908
+22% +$165K 0.69% 38
2021
Q1 		$757K Hold
8,775
– – 0.61% 43
2020
Q4 		$758K Sell
8,775
-4,579
-34% -$396K 0.81% 33
2020
Q3 		$1.16M Sell
13,354
-30,419
-69% -$2.63M 1.39% 17
2020
Q2 		$3.79M Sell
43,773
-1,124
-3% -$97.3K 4.98% 4
2020
Q1 		$3.89M Sell
44,897
-5,807
-11% -$496K 6.38% 2
2019
Q4 		$4.29M Buy
+50,704
New +$4.3M 4.94% 2

Other funds holding SHY

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Alhambra Investment Management's SHY Position: Q2 2026 in Review

Alhambra Investment Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 11% in Q2 2026, buying an estimated $79.4K and bringing the position to 10,155 shares worth $834K. The position accounts for 0.36% of the portfolio, ranked #63.

Alhambra Investment Management first reported a position in SHY in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.29M in Q4 2019. 581 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Alhambra Investment Management held 10,155 shares of iShares 1-3 Year Treasury Bond ETF worth $834K as of Q2 2026.
  • Alhambra Investment Management bought 966 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $79.4K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.36% of Alhambra Investment Management's portfolio in Q2 2026, its #63 holding.
  • Alhambra Investment Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Alhambra Investment Management's iShares 1-3 Year Treasury Bond ETF position peaked at $4.29M in Q4 2019.
  • 581 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Alhambra Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.