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

Axiom 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	$82.2K	Hold	1,001	–	–	0.05%	174
2026 Q1	$82.7K	Buy	+1,001	New	+$82.9K	0.06%	160
2019 Q3	–	Sell	-1,242	Closed	-$106K	–	381
2019 Q2	$106K	Sell	1,242 -210	-14%	-$17.7K	0.02%	388
2019 Q1	$122K	Sell	1,452 -2,480	-63%	-$208K	0.02%	373
2018 Q4	$329K	Buy	+3,932	New	+$327K	0.07%	250

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Axiom Investment Management held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 1,001 shares worth $82.2K. The position accounts for 0.05% of the portfolio, ranked #174.

Axiom Investment Management first reported a position in SHY in Q4 2018 and has held it in 5 quarters since. The position peaked at $329K in Q4 2018. 1,216 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Axiom Investment Management held 1,001 shares of iShares 1-3 Year Treasury Bond ETF worth $82.2K as of Q2 2026.
Axiom Investment Management left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.05% of Axiom Investment Management's portfolio in Q2 2026, its #174 holding.
Axiom Investment Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and has held it in 5 quarters since.
Axiom Investment Management's iShares 1-3 Year Treasury Bond ETF position peaked at $329K in Q4 2018.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Axiom Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.