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Blue Edge Capital’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Blue Edge 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 		$2.17M Buy
264,332
+241,534
+1,059% +$19.9M 0.26% 65
2026
Q1 		$1.88M Buy
22,798
+7,749
+51% +$641K 0.25% 66
2025
Q4 		$1.25M Buy
15,049
+9,767
+185% +$810K 0.17% 71
2025
Q3 		$438K Buy
5,282
+150
+3% +$12.4K 0.06% 101
2025
Q2 		$425K Buy
+5,132
New +$424K 0.06% 101
2023
Q2 		– Sell
-10,139
Closed -$833K – 104
2023
Q1 		$833K Sell
10,139
-15
-0.1% -$1.22K 0.18% 68
2022
Q4 		$824K Sell
10,154
-11,555
-53% -$937K 0.19% 71
2022
Q3 		$1.76M Buy
21,709
+14,890
+218% +$1.23M 0.44% 58
2022
Q2 		$565K Buy
+6,819
New +$566K 0.13% 78
2016
Q1 		– Sell
-11,514
Closed -$971K – 82
2015
Q4 		$971K Buy
11,514
+71
+0.6% +$6.01K 0.63% 49
2015
Q3 		$972K Buy
11,443
+392
+4% +$33.2K 0.7% 46
2015
Q2 		$938K Buy
11,051
+215
+2% +$18.2K 0.61% 50
2015
Q1 		$920K Sell
10,836
-39
-0.4% -$3.3K 0.62% 51
2014
Q4 		$918K Sell
10,875
-8,392
-44% -$710K 0.63% 52
2014
Q3 		$1.63M Buy
19,267
+93
+0.5% +$7.86K 1.14% 22
2014
Q2 		$1.62M Buy
+19,174
New +$1.62M 1.1% 22

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Blue Edge Capital's SHY Position: Q2 2026 in Review

Blue Edge Capital increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1,059% in Q2 2026, buying an estimated $19.9M and bringing the position to 264,332 shares worth $2.17M. The position accounts for 0.26% of the portfolio, ranked #65.

Blue Edge Capital first reported a position in SHY in Q2 2014 and has held it in 16 quarters since. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Blue Edge Capital held 264,332 shares of iShares 1-3 Year Treasury Bond ETF worth $2.17M as of Q2 2026.
  • Blue Edge Capital bought 241,534 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $19.9M.
  • iShares 1-3 Year Treasury Bond ETF made up 0.26% of Blue Edge Capital's portfolio in Q2 2026, its #65 holding.
  • Blue Edge Capital first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2014 and has held it in 16 quarters since.
  • 1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Blue Edge Capital's 13F filing for Q2 2026, filed 17 Aug 2026.