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

Boreal 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 Q1	–	Sell	-2,933	Closed	-$243K	–	102
2025 Q4	$243K	Hold	2,933	–	–	0.18%	117
2025 Q3	$243K	Sell	2,933 -25,833	-90%	-$2.14M	0.2%	116
2025 Q2	$2.38M	Buy	+28,766	New	+$2.37M	1.97%	9

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

Boreal Capital Management's SHY Position: Q1 2026 in Review

Boreal Capital Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2026, closing a stake of 2,933 shares — an estimated $243K sold.

Boreal Capital Management first reported a position in SHY in Q2 2025 and held it in 3 quarters. The position peaked at $2.38M in Q2 2025. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Boreal Capital Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Boreal Capital Management sold 2,933 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $243K.
Boreal Capital Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2025 and held it in 3 quarters.
Boreal Capital Management's iShares 1-3 Year Treasury Bond ETF position peaked at $2.38M in Q2 2025.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Boreal Capital Management's 13F filing for Q1 2026, filed 14 May 2026.