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

Blue Fin 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	$4.19M	Buy	51,085 +867	+2%	+$71.3K	0.61%	33
2026 Q1	$4.15M	Buy	50,218 +15,633	+45%	+$1.29M	0.68%	32
2025 Q4	$2.86M	Buy	34,585 +2,032	+6%	+$168K	0.44%	42
2025 Q3	$2.7M	Buy	32,553 +3,018	+10%	+$250K	0.42%	44
2025 Q2	$2.45M	Buy	29,535 +957	+3%	+$79K	0.42%	47
2025 Q1	$2.36M	Buy	28,578 +38	+0.1%	+$3.13K	0.46%	44
2024 Q4	$2.34M	Sell	28,540 -459	-2%	-$37.7K	0.43%	42
2024 Q3	$2.41M	Buy	28,999 +503	+2%	+$41.5K	0.46%	45
2024 Q2	$2.33M	Buy	28,496 +2,764	+11%	+$225K	0.46%	42
2024 Q1	$2.1M	Buy	25,732 +1,723	+7%	+$141K	0.47%	43
2023 Q4	$1.97M	Buy	24,009 +465	+2%	+$37.8K	0.51%	43
2023 Q3	$1.91M	Buy	23,544 +1,474	+7%	+$119K	0.56%	41
2023 Q2	$1.79M	Buy	22,070 +1,960	+10%	+$160K	0.51%	43
2023 Q1	$1.66M	Buy	20,110 +7,434	+59%	+$606K	0.54%	45
2022 Q4	$1.03M	Buy	12,676 +7,117	+128%	+$577K	0.38%	61
2022 Q3	$451K	Buy	5,559 +2,891	+108%	+$238K	0.17%	85
2022 Q2	$220K	Buy	+2,668	New	+$221K	0.08%	123

Other funds holding SHY

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

TFM

TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return

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

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

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

Blue Fin Capital increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1.7% in Q2 2026, buying an estimated $71.3K and bringing the position to 51,085 shares worth $4.19M. The position accounts for 0.61% of the portfolio, ranked #33.

Blue Fin Capital first reported a position in SHY in Q2 2022 and has held it in 17 quarters since. 655 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Blue Fin Capital held 51,085 shares of iShares 1-3 Year Treasury Bond ETF worth $4.19M as of Q2 2026.
Blue Fin Capital bought 867 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $71.3K.
iShares 1-3 Year Treasury Bond ETF made up 0.61% of Blue Fin Capital's portfolio in Q2 2026, its #33 holding.
Blue Fin Capital first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2022 and has held it in 17 quarters since.
655 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Blue Fin Capital's 13F filing for Q2 2026, filed 4 Aug 2026.