AIM
SHY icon

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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Axiom Investment Management's SHY Position: Q1 2026 in Review

Axiom Investment Management opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2026: 1,001 shares worth $82.7K. The stake represents 0.06% of the portfolio and ranks #160 among its holdings. This is a return to the name: Axiom Investment Management previously reported a position in SHY as recently as Q2 2019.

Axiom Investment Management first reported a position in SHY in Q4 2018 and has held it in 4 quarters since. The position peaked at $329K in Q4 2018. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Axiom Investment Management held 1,001 shares of iShares 1-3 Year Treasury Bond ETF worth $82.7K as of Q1 2026.
  • iShares 1-3 Year Treasury Bond ETF was a new Axiom Investment Management position in Q1 2026.
  • iShares 1-3 Year Treasury Bond ETF made up 0.06% of Axiom Investment Management's portfolio in Q1 2026, its #160 holding.
  • Axiom Investment Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and has held it in 4 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 Q1 2026.

Based on Axiom Investment Management's 13F filing for Q1 2026, filed 26 May 2026.