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Belpointe Asset Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Belpointe Asset 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 		$1.5M Sell
18,276
-2,604
-12% -$214K 0.05% 365
2026
Q1 		$1.72M Buy
20,880
+4,696
+29% +$389K 0.06% 277
2025
Q4 		$1.34M Sell
16,184
-1,231
-7% -$102K 0.05% 333
2025
Q3 		$1.44M Buy
17,415
+131
+0.8% +$10.8K 0.06% 301
2025
Q2 		$1.43M Buy
17,284
+2,534
+17% +$209K 0.06% 262
2025
Q1 		$1.22M Sell
14,750
-535
-4% -$44K 0.06% 288
2024
Q4 		$1.27M Sell
15,285
-586
-4% -$48.2K 0.08% 255
2024
Q3 		$1.32M Buy
15,871
+3,562
+29% +$294K 0.08% 246
2024
Q2 		$1.01M Sell
12,309
-427
-3% -$34.7K 0.07% 272
2024
Q1 		$1.04M Sell
12,736
-591
-4% -$48.4K 0.08% 251
2023
Q4 		$1.09M Sell
13,327
-4,200
-24% -$341K 0.1% 203
2023
Q3 		$1.42M Buy
17,527
+2,839
+19% +$230K 0.15% 142
2023
Q2 		$1.19M Sell
14,688
-9,379
-39% -$767K 0.13% 154
2023
Q1 		$1.98M Sell
24,067
-1,842
-7% -$150K 0.11% 200
2022
Q4 		$2.1M Buy
25,909
+7,123
+38% +$578K 0.13% 165
2022
Q3 		$1.52M Sell
18,786
-41,595
-69% -$3.42M 0.1% 212
2022
Q2 		$5M Sell
60,381
-9,429
-14% -$782K 0.34% 53
2022
Q1 		$5.82M Buy
69,810
+51,393
+279% +$4.34M 0.35% 47
2021
Q4 		$1.57M Sell
18,417
-1,331
-7% -$114K 0.1% 209
2021
Q3 		$1.7M Buy
19,748
+355
+2% +$30.6K 0.12% 182
2021
Q2 		$1.67M Sell
19,393
-27,290
-58% -$2.35M 0.12% 186
2021
Q1 		$4.03M Sell
46,683
-24,972
-35% -$2.16M 0.34% 56
2020
Q4 		$6.19M Sell
71,655
-32,649
-31% -$2.82M 0.56% 27
2020
Q3 		$9.02M Buy
104,304
+21,438
+26% +$1.85M 1% 13
2020
Q2 		$7.18M Sell
82,866
-13,748
-14% -$1.19M 0.93% 12
2020
Q1 		$8.37M Buy
96,614
+27,003
+39% +$2.31M 1.47% 8
2019
Q4 		$5.89M Buy
69,611
+10,180
+17% +$863K 0.75% 19
2019
Q3 		$5.04M Buy
59,431
+7,260
+14% +$615K 0.82% 21
2019
Q2 		$4.42M Sell
52,171
-547,788
-91% -$46.1M 0.87% 20
2019
Q1 		$53.1M Buy
599,959
+564,527
+1,593% +$47.3M 10.38% 1
2018
Q4 		$2.96M Buy
35,432
+2,229
+7% +$185K 0.75% 17
2018
Q3 		$2.76M Buy
33,203
+20,642
+164% +$1.72M 0.44% 34
2018
Q2 		$1.05M Buy
12,561
+4,249
+51% +$354K 0.29% 64
2018
Q1 		$695K Sell
8,312
-913
-10% -$76.3K 0.2% 97
2017
Q4 		$774K Sell
9,225
-6,994
-43% -$588K 0.17% 130
2017
Q3 		$1.37M Buy
+16,219
New +$1.37M 0.32% 64

Other funds holding SHY

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return
CI
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
AP
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
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Belpointe Asset Management's SHY Position: Q2 2026 in Review

Belpointe Asset Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 12% in Q2 2026, selling an estimated $214K and leaving 18,276 shares worth $1.5M. The position accounts for 0.05% of the portfolio, ranked #365.

Belpointe Asset Management first reported a position in SHY in Q3 2017 and has held it in 36 quarters since. The position peaked at $53.1M in Q1 2019. 581 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Belpointe Asset Management held 18,276 shares of iShares 1-3 Year Treasury Bond ETF worth $1.5M as of Q2 2026.
  • Belpointe Asset Management sold 2,604 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $214K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.05% of Belpointe Asset Management's portfolio in Q2 2026, its #365 holding.
  • Belpointe Asset Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2017 and has held it in 36 quarters since.
  • Belpointe Asset Management's iShares 1-3 Year Treasury Bond ETF position peaked at $53.1M in Q1 2019.
  • 581 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

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