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Brave Asset Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Brave Asset 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 		$2.55M Buy
+31,032
New +$2.55M 0.55% 24
2022
Q2 		– Sell
-11,799
Closed -$983K – 164
2022
Q1 		$983K Sell
11,799
-174
-1% -$14.7K 0.34% 44
2021
Q4 		$1.02M Sell
11,973
-522
-4% -$44.8K 0.28% 42
2021
Q3 		$1.08M Sell
12,495
-1,727
-12% -$149K 0.31% 40
2021
Q2 		$1.23M Sell
14,222
-250
-2% -$21.6K 0.36% 39
2021
Q1 		$1.25M Hold
14,472
– – 0.42% 33
2020
Q4 		$1.25M Sell
14,472
-256
-2% -$22.1K 0.47% 36
2020
Q3 		$1.27M Hold
14,728
– – 0.6% 31
2020
Q2 		$1.28M Sell
14,728
-1,861
-11% -$161K 0.67% 28
2020
Q1 		$1.44M Sell
16,589
-69
-0.4% -$5.89K 0.9% 25
2019
Q4 		$1.41M Buy
16,658
+1,299
+8% +$110K 0.73% 32
2019
Q3 		$1.3M Sell
15,359
-563
-4% -$47.7K 0.75% 33
2019
Q2 		$1.35M Sell
15,922
-5,737
-26% -$483K 0.76% 34
2019
Q1 		$1.82M Sell
21,659
-2,768
-11% -$232K 1.02% 31
2018
Q4 		$2.04M Sell
24,427
-35
-0.1% -$2.91K 1.37% 25
2018
Q3 		$2.03M Sell
24,462
-584
-2% -$48.6K 1.04% 31
2018
Q2 		$2.09M Sell
25,046
-2,057
-8% -$171K 1.21% 30
2018
Q1 		$2.27M Sell
27,103
-6,140
-18% -$513K 1.36% 20
2017
Q4 		$2.79M Buy
+33,243
New +$2.8M 1.45% 17
2017
Q2 		– Sell
-102
Closed -$9K – 174
2017
Q1 		$9K Buy
+102
New +$8.62K 0.01% 167
2016
Q4 		– Sell
-45
Closed -$4K – 296
2016
Q3 		$4K Buy
+45
New +$3.83K ﹤0.01% 361

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Brave Asset Management's SHY Position: Q2 2026 in Review

Brave Asset Management opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026: 31,032 shares worth $2.55M. The stake represents 0.55% of the portfolio and ranks #24 among its holdings. This is a return to the name: Brave Asset Management previously reported a position in SHY as recently as Q1 2022.

Brave Asset Management first reported a position in SHY in Q3 2016 and has held it in 21 quarters since. The position peaked at $2.79M in Q4 2017. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Brave Asset Management held 31,032 shares of iShares 1-3 Year Treasury Bond ETF worth $2.55M as of Q2 2026.
  • iShares 1-3 Year Treasury Bond ETF was a new Brave Asset Management position in Q2 2026.
  • iShares 1-3 Year Treasury Bond ETF made up 0.55% of Brave Asset Management's portfolio in Q2 2026, its #24 holding.
  • Brave Asset Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2016 and has held it in 21 quarters since.
  • Brave Asset Management's iShares 1-3 Year Treasury Bond ETF position peaked at $2.79M in Q4 2017.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Brave Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.