Allred Capital Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Allred Capital 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 Q1	$751K	Sell	9,096 -142	-2%	-$11.8K	0.27%	82
2025 Q4	$765K	Sell	9,238 -869	-9%	-$72K	0.28%	79
2025 Q3	$838K	Sell	10,107 -1,124	-10%	-$93K	0.29%	81
2025 Q2	$931K	Sell	11,231 -305	-3%	-$25.2K	0.35%	69
2025 Q1	$954K	Buy	11,536 +1,568	+16%	+$129K	0.38%	65
2024 Q4	$817K	Sell	9,968 -471	-5%	-$38.7K	0.32%	72
2024 Q3	$868K	Sell	10,439 -31	-0.3%	-$2.56K	0.34%	69
2024 Q2	$855K	Sell	10,470 -60	-0.6%	-$4.88K	0.33%	71
2024 Q1	$861K	Sell	10,530 -1,292	-11%	-$106K	0.34%	67
2023 Q4	$970K	Sell	11,822 -2,586	-18%	-$210K	0.42%	48
2023 Q3	$1.17M	Sell	14,408 -224	-2%	-$18.1K	0.58%	35
2023 Q2	$1.19M	Sell	14,632 -523	-3%	-$42.8K	0.58%	37
2023 Q1	$1.24M	Buy	15,155 +1,882	+14%	+$153K	0.66%	34
2022 Q4	$1.08M	Sell	13,273 -4	-0%	-$325	0.59%	41
2022 Q3	$1.08M	Buy	13,277 +1,032	+8%	+$84.9K	0.67%	34
2022 Q2	$1.01M	Buy	12,245 +324	+3%	+$26.9K	0.64%	43
2022 Q1	$993K	Sell	11,921 -170	-1%	-$14.4K	0.52%	50
2021 Q4	$1.03M	Buy	12,091 +355	+3%	+$30.5K	0.5%	51
2021 Q3	$1.01M	Buy	11,736 +3	+0%	+$259	0.53%	49
2021 Q2	$1.01M	Sell	11,733 -297	-2%	-$25.6K	0.5%	55
2021 Q1	$1.04M	Buy	12,030 +4	+0%	+$345	0.47%	53
2020 Q4	$1.04M	Sell	12,026 -177	-1%	-$15.3K	0.57%	49
2020 Q3	$1.05M	Buy	12,203 +11	+0.1%	+$952	0.64%	36
2020 Q2	$1.05M	Buy	12,192 +18	+0.1%	+$1.56K	0.67%	38
2020 Q1	$1.05M	Sell	12,174 -247	-2%	-$21.1K	0.82%	30
2019 Q4	$1.05M	Sell	12,421 -1	-0%	-$85	0.57%	41
2019 Q3	$1.05M	Sell	12,422 -282	-2%	-$23.9K	0.64%	44
2019 Q2	$1.07M	Sell	12,704 -449	-3%	-$37.8K	0.61%	44
2019 Q1	$1.1M	Sell	13,153 -1,815	-12%	-$152K	0.63%	45
2018 Q4	$1.25M	Buy	+14,968	New	+$1.24M	0.84%	32

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

Allred Capital Management's SHY Position: Q1 2026 in Review

Allred Capital Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1.5% in Q1 2026, selling an estimated $11.8K and leaving 9,096 shares worth $751K. The position accounts for 0.27% of the portfolio, ranked #82.

Allred Capital Management first reported a position in SHY in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.25M in Q4 2018. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Allred Capital Management held 9,096 shares of iShares 1-3 Year Treasury Bond ETF worth $751K as of Q1 2026.
Allred Capital Management sold 142 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $11.8K.
iShares 1-3 Year Treasury Bond ETF made up 0.27% of Allred Capital Management's portfolio in Q1 2026, its #82 holding.
Allred Capital Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and has held it in 30 quarters since.
Allred Capital Management's iShares 1-3 Year Treasury Bond ETF position peaked at $1.25M in Q4 2018.
1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Allred Capital Management's 13F filing for Q1 2026, filed 14 May 2026.