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

Azimuth Capital 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 		$585K Sell
7,083
-305
-4% -$25.2K 0.02% 233
2025
Q4 		$612K Buy
7,388
+385
+5% +$31.9K 0.02% 229
2025
Q3 		$581K Buy
7,003
+135
+2% +$11.2K 0.02% 235
2025
Q2 		$569K Buy
6,868
+605
+10% +$49.9K 0.02% 238
2025
Q1 		$518K Buy
6,263
+38
+0.6% +$3.13K 0.02% 244
2024
Q4 		$510K Sell
6,225
-360
-5% -$29.6K 0.02% 243
2024
Q3 		$548K Sell
6,585
-400
-6% -$33K 0.02% 239
2024
Q2 		$570K Buy
6,985
+43
+0.6% +$3.5K 0.02% 236
2024
Q1 		$568K Sell
6,942
-660
-9% -$54K 0.02% 237
2023
Q4 		$624K Buy
7,602
+730
+11% +$59.3K 0.03% 225
2023
Q3 		$556K Sell
6,872
-371
-5% -$30K 0.03% 237
2023
Q2 		$587K Buy
7,243
+27
+0.4% +$2.21K 0.03% 234
2023
Q1 		$593K Buy
7,216
+605
+9% +$49.3K 0.03% 238
2022
Q4 		$537K Buy
6,611
+480
+8% +$38.9K 0.03% 247
2022
Q3 		$498K Buy
6,131
+280
+5% +$23K 0.03% 241
2022
Q2 		$484K Buy
+5,851
New +$485K 0.02% 255

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

Azimuth Capital Investment Management's SHY Position: Q1 2026 in Review

Azimuth Capital Investment Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 4.1% in Q1 2026, selling an estimated $25.2K and leaving 7,083 shares worth $585K. The position accounts for 0.02% of the portfolio, ranked #233.

Azimuth Capital Investment Management first reported a position in SHY in Q2 2022 and has held it in 16 quarters since. The position peaked at $624K in Q4 2023. 1,218 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Azimuth Capital Investment Management held 7,083 shares of iShares 1-3 Year Treasury Bond ETF worth $585K as of Q1 2026.
  • Azimuth Capital Investment Management sold 305 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $25.2K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.02% of Azimuth Capital Investment Management's portfolio in Q1 2026, its #233 holding.
  • Azimuth Capital Investment Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • Azimuth Capital Investment Management's iShares 1-3 Year Treasury Bond ETF position peaked at $624K in Q4 2023.
  • 1,218 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Azimuth Capital Investment Management's 13F filing for Q1 2026, filed 12 May 2026.