BayBridge Capital Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

BayBridge Capital Group’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	$9.26M	Buy	112,758 +24,093	+27%	+$1.98M	4.82%	3
2026 Q1	$7.34M	Hold	88,665	–	–	4.55%	3
2025 Q4	$7.34M	Buy	88,665 +2,836	+3%	+$235K	4.55%	3
2025 Q3	$7.12M	Sell	85,829 -112	-0.1%	-$9.26K	4.54%	4
2025 Q2	$7.12M	Buy	85,941 +1,442	+2%	+$119K	4.57%	4
2025 Q1	$6.99M	Buy	84,499 +4,419	+6%	+$363K	5.03%	3
2024 Q4	$6.56M	Buy	80,080 +2,191	+3%	+$180K	4.76%	3
2024 Q3	$6.48M	Buy	77,889 +4,271	+6%	+$352K	4.66%	3
2024 Q2	$6.01M	Buy	73,618 +3,234	+5%	+$263K	4.7%	3
2024 Q1	$5.72M	Buy	70,384 +4,402	+7%	+$360K	4.98%	3
2023 Q4	$5.43M	Buy	+65,982	New	+$5.36M	5.04%	3

Other funds holding SHY

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

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

BayBridge Capital Group's SHY Position: Q2 2026 in Review

BayBridge Capital Group increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 27% in Q2 2026, buying an estimated $1.98M and bringing the position to 112,758 shares worth $9.26M. The position accounts for 4.82% of the portfolio, ranked #3.

BayBridge Capital Group first reported a position in SHY in Q4 2023 and has held it in 11 quarters since. 290 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

BayBridge Capital Group held 112,758 shares of iShares 1-3 Year Treasury Bond ETF worth $9.26M as of Q2 2026.
BayBridge Capital Group bought 24,093 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.98M.
iShares 1-3 Year Treasury Bond ETF made up 4.82% of BayBridge Capital Group's portfolio in Q2 2026, its #3 holding.
BayBridge Capital Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
290 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on BayBridge Capital Group's 13F filing for Q2 2026, filed 14 Jul 2026.