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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
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
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

Becker Capital Management's SHY Position: Q1 2026 in Review

Becker Capital Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 79% in Q1 2026, buying an estimated $4.09M and bringing the position to 112,160 shares worth $9.26M. The position accounts for 0.27% of the portfolio, ranked #87.

Becker Capital Management first reported a position in SHY in Q1 2023 and has held it in 13 quarters since. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Becker Capital Management held 112,160 shares of iShares 1-3 Year Treasury Bond ETF worth $9.26M as of Q1 2026.
  • Becker Capital Management bought 49,450 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $4.09M.
  • iShares 1-3 Year Treasury Bond ETF made up 0.27% of Becker Capital Management's portfolio in Q1 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 13 quarters since.
  • 1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Becker Capital Management's 13F filing for Q1 2026, filed 11 May 2026.