Bearing Point Capital’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Bearing Point 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	$5.68M	Sell	69,117 -58,415	-46%	-$4.8M	0.77%	46
2026 Q1	$10.5M	Buy	127,532 +8,917	+8%	+$738K	1.65%	17
2025 Q4	$9.82M	Sell	118,615 -54,795	-32%	-$4.54M	1.54%	16
2025 Q3	$14.4M	Sell	173,410 -8,015	-4%	-$663K	2.48%	5
2025 Q2	$15M	Buy	181,425 +101,885	+128%	+$8.41M	2.77%	4
2025 Q1	$6.58M	Sell	79,540 -42,539	-35%	-$3.5M	1.4%	25
2024 Q4	$10M	Buy	+122,079	New	+$10M	2.09%	7

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

Bearing Point Capital's SHY Position: Q2 2026 in Review

Bearing Point Capital reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 46% in Q2 2026, selling an estimated $4.8M and leaving 69,117 shares worth $5.68M. The position accounts for 0.77% of the portfolio, ranked #46.

Bearing Point Capital first reported a position in SHY in Q4 2024 and has held it in 7 quarters since. The position peaked at $15M in Q2 2025. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Bearing Point Capital held 69,117 shares of iShares 1-3 Year Treasury Bond ETF worth $5.68M as of Q2 2026.
Bearing Point Capital sold 58,415 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $4.8M.
iShares 1-3 Year Treasury Bond ETF made up 0.77% of Bearing Point Capital's portfolio in Q2 2026, its #46 holding.
Bearing Point Capital first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Bearing Point Capital's iShares 1-3 Year Treasury Bond ETF position peaked at $15M in Q2 2025.
1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Bearing Point Capital's 13F filing for Q2 2026, filed 11 Aug 2026.