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 Q2	$598K	Buy	+7,277	New	+$598K	0.45%	61
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 $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Boreal Capital Management opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026: 7,277 shares worth $598K. The stake represents 0.45% of the portfolio and ranks #61 among its holdings. This is a return to the name: Boreal Capital Management previously reported a position in SHY as recently as Q4 2025.

Boreal Capital Management first reported a position in SHY in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.38M in Q2 2025. 1,211 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Boreal Capital Management held 7,277 shares of iShares 1-3 Year Treasury Bond ETF worth $598K as of Q2 2026.
iShares 1-3 Year Treasury Bond ETF was a new Boreal Capital Management position in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.45% of Boreal Capital Management's portfolio in Q2 2026, its #61 holding.
Boreal Capital Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2025 and has held it in 4 quarters since.
Boreal Capital Management's iShares 1-3 Year Treasury Bond ETF position peaked at $2.38M in Q2 2025.
1,211 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Boreal Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.