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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Blue Edge Capital's SHY Position: Q1 2026 in Review

Blue Edge Capital increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 51% in Q1 2026, buying an estimated $641K and bringing the position to 22,798 shares worth $1.88M. The position accounts for 0.25% of the portfolio, ranked #66.

Blue Edge Capital first reported a position in SHY in Q2 2014 and has held it in 15 quarters since. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Blue Edge Capital held 22,798 shares of iShares 1-3 Year Treasury Bond ETF worth $1.88M as of Q1 2026.
Blue Edge Capital bought 7,749 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $641K.
iShares 1-3 Year Treasury Bond ETF made up 0.25% of Blue Edge Capital's portfolio in Q1 2026, its #66 holding.
Blue Edge Capital first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2014 and has held it in 15 quarters since.
1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Blue Edge Capital's 13F filing for Q1 2026, filed 2 Jun 2026.