Bear Mountain Capital’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Bear Mountain Capital’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	$31.1K	Hold	379	–	–	0.01%	72
2026 Q1	$31.3K	Sell	379 -85	-18%	-$7.04K	0.01%	75
2025 Q4	$38.4K	Buy	464 +86	+23%	+$7.13K	0.01%	69
2025 Q3	$31.4K	Sell	378 -698	-65%	-$57.7K	0.01%	76
2025 Q2	$88.8K	Hold	1,076	–	–	0.03%	46
2025 Q1	$89.3K	Sell	1,076 -149	-12%	-$12.3K	0.03%	50
2024 Q4	$101K	Buy	+1,225	New	+$101K	0.04%	46

Other funds holding SHY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TFM

TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return

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

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

FFA

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Bear Mountain Capital's SHY Position: Q2 2026 in Review

Bear Mountain Capital held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 379 shares worth $31.1K. The position accounts for 0.01% of the portfolio, ranked #72.

Bear Mountain Capital first reported a position in SHY in Q4 2024 and has held it in 7 quarters since. The position peaked at $101K in Q4 2024. 524 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Bear Mountain Capital held 379 shares of iShares 1-3 Year Treasury Bond ETF worth $31.1K as of Q2 2026.
Bear Mountain Capital left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.01% of Bear Mountain Capital's portfolio in Q2 2026, its #72 holding.
Bear Mountain Capital first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Bear Mountain Capital's iShares 1-3 Year Treasury Bond ETF position peaked at $101K in Q4 2024.
524 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Bear Mountain Capital's 13F filing for Q2 2026, filed 20 Jul 2026.