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

Becker Capital 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 Q2	$9.66M	Buy	117,668 +5,508	+5%	+$453K	0.26%	87
2026 Q1	$9.26M	Buy	112,160 +49,450	+79%	+$4.09M	0.27%	87
2025 Q4	$5.19M	Buy	62,710 +8,904	+17%	+$738K	0.15%	100
2025 Q3	$4.46M	Buy	53,806 +4,165	+8%	+$344K	0.13%	107
2025 Q2	$4.11M	Buy	49,641 +2,383	+5%	+$197K	0.13%	106
2025 Q1	$3.91M	Buy	47,258 +504	+1%	+$41.4K	0.13%	112
2024 Q4	$3.83M	Sell	46,754 -8,659	-16%	-$712K	0.13%	112
2024 Q3	$4.61M	Sell	55,413 -27,853	-33%	-$2.3M	0.15%	103
2024 Q2	$6.8M	Sell	83,266 -2,964	-3%	-$241K	0.23%	88
2024 Q1	$7.05M	Sell	86,230 -6,309	-7%	-$516K	0.24%	84
2023 Q4	$7.59M	Buy	92,539 +3,679	+4%	+$299K	0.27%	87
2023 Q3	$7.19M	Buy	88,860 +22,214	+33%	+$1.8M	0.29%	86
2023 Q2	$5.4M	Buy	66,646 +9,944	+18%	+$813K	0.2%	89
2023 Q1	$4.66M	Buy	+56,702	New	+$4.62M	0.18%	99

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

Becker Capital Management's SHY Position: Q2 2026 in Review

Becker Capital Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 4.9% in Q2 2026, buying an estimated $453K and bringing the position to 117,668 shares worth $9.66M. The position accounts for 0.26% of the portfolio, ranked #87.

Becker Capital Management first reported a position in SHY in Q1 2023 and has held it in 14 quarters since. 1,216 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Becker Capital Management held 117,668 shares of iShares 1-3 Year Treasury Bond ETF worth $9.66M as of Q2 2026.
Becker Capital Management bought 5,508 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $453K.
iShares 1-3 Year Treasury Bond ETF made up 0.26% of Becker Capital Management's portfolio in Q2 2026, its #87 holding.
Becker Capital Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Becker Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.