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Boltwood Capital Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Boltwood 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
Q2 		$6.85M Buy
83,420
+95
+0.1% +$7.81K 1.57% 17
2026
Q1 		$6.88M Buy
83,325
+4,315
+5% +$357K 1.75% 17
2025
Q4 		$6.54M Buy
79,010
+2,314
+3% +$192K 1.7% 16
2025
Q3 		$6.36M Buy
76,696
+1,136
+2% +$94K 1.69% 16
2025
Q2 		$6.26M Sell
75,560
-100
-0.1% -$8.26K 1.78% 15
2025
Q1 		$6.26M Buy
75,660
+3,208
+4% +$264K 1.9% 12
2024
Q4 		$5.94M Buy
72,452
+4,365
+6% +$359K 1.81% 15
2024
Q3 		$5.66M Buy
68,087
+8,356
+14% +$689K 1.68% 14
2024
Q2 		$4.88M Buy
59,731
+9,776
+20% +$795K 1.52% 16
2024
Q1 		$4.09M Buy
49,955
+12,520
+33% +$1.02M 1.27% 19
2023
Q4 		$3.07M Buy
+37,435
New +$3.04M 1.02% 26

Other funds holding SHY

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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

Boltwood Capital Management's SHY Position: Q2 2026 in Review

Boltwood Capital Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.11% in Q2 2026, buying an estimated $7.81K and bringing the position to 83,420 shares worth $6.85M. The position accounts for 1.57% of the portfolio, ranked #17.

Boltwood Capital Management first reported a position in SHY in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.88M in Q1 2026. 335 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Boltwood Capital Management held 83,420 shares of iShares 1-3 Year Treasury Bond ETF worth $6.85M as of Q2 2026.
  • Boltwood Capital Management bought 95 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $7.81K.
  • iShares 1-3 Year Treasury Bond ETF made up 1.57% of Boltwood Capital Management's portfolio in Q2 2026, its #17 holding.
  • Boltwood Capital Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Boltwood Capital Management's iShares 1-3 Year Treasury Bond ETF position peaked at $6.88M in Q1 2026.
  • 335 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Boltwood Capital Management's 13F filing for Q2 2026, filed 6 Jul 2026.