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

Brookstone 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 		$12.7M Buy
154,574
+26,355
+21% +$2.17M 0.13% 191
2026
Q1 		$10.6M Buy
128,219
+16,737
+15% +$1.39M 0.12% 198
2025
Q4 		$9.23M Sell
111,482
-4,838
-4% -$401K 0.11% 217
2025
Q3 		$9.65M Buy
116,320
+610
+0.5% +$50.5K 0.12% 208
2025
Q2 		$9.59M Sell
115,710
-3,573
-3% -$295K 0.13% 197
2025
Q1 		$9.87M Buy
119,283
+1,274
+1% +$105K 0.14% 175
2024
Q4 		$9.67M Sell
118,009
-24,900
-17% -$2.05M 0.14% 176
2024
Q3 		$11.9M Buy
142,909
+12,609
+10% +$1.04M 0.18% 136
2024
Q2 		$10.7M Sell
130,300
-70,245
-35% -$5.72M 0.18% 138
2024
Q1 		$16.4M Sell
200,545
-36,030
-15% -$2.95M 0.29% 85
2023
Q4 		$19.4M Sell
236,575
-226,466
-49% -$18.4M 0.38% 67
2023
Q3 		$37.4M Sell
463,041
-110,000
-19% -$8.91M 0.82% 21
2023
Q2 		$46.3M Sell
573,041
-76,890
-12% -$6.29M 0.93% 19
2023
Q1 		$53.2M Sell
649,931
-456,643
-41% -$37.2M 1.04% 16
2022
Q4 		$90.2M Sell
1,106,574
-150,581
-12% -$12.2M 1.83% 6
2022
Q3 		$102M Sell
1,257,155
-78,226
-6% -$6.44M 2.36% 3
2022
Q2 		$110M Buy
1,335,381
+449,292
+51% +$37.3M 2.44% 4
2022
Q1 		$73.6M Buy
886,089
+357,715
+68% +$30.2M 1.44% 11
2021
Q4 		$45.1M Sell
528,374
-30,413
-5% -$2.61M 0.78% 34
2021
Q3 		$48.1M Buy
558,787
+273,400
+96% +$23.6M 0.87% 26
2021
Q2 		$24.6M Sell
285,387
-4,073
-1% -$351K 0.44% 67
2021
Q1 		$25M Buy
289,460
+2,485
+0.9% +$215K 0.96% 28
2020
Q4 		$24.8M Sell
286,975
-47,118
-14% -$4.07M 0.99% 25
2020
Q3 		$28.9M Sell
334,093
-102,840
-24% -$8.9M 1.34% 17
2020
Q2 		$37.8M Sell
436,933
-374,928
-46% -$32.5M 2.36% 9
2020
Q1 		$70.4M Buy
811,861
+670,629
+475% +$57.3M 4.05% 4
2019
Q4 		$12M Sell
141,232
-40,908
-22% -$3.47M 0.61% 25
2019
Q3 		$15.4M Sell
182,140
-7,916
-4% -$671K 0.84% 21
2019
Q2 		$16.1M Sell
190,056
-976,160
-84% -$82.2M 0.93% 23
2019
Q1 		$98.1M Sell
1,166,216
-555,524
-32% -$46.5M 6.37% 3
2018
Q4 		$144M Buy
1,721,740
+1,694,674
+6,261% +$141M 10.92% 1
2018
Q3 		$2.25M Sell
27,066
-29,757
-52% -$2.48M 0.17% 131
2018
Q2 		$4.74M Buy
56,823
+29,545
+108% +$2.46M 0.41% 75
2018
Q1 		$2.28M Buy
27,278
+15,211
+126% +$1.27M 0.21% 110
2017
Q4 		$1.01M Buy
12,067
+2,403
+25% +$202K 0.09% 140
2017
Q3 		$816K Sell
9,664
-1,593
-14% -$135K 0.07% 158
2017
Q2 		$951K Sell
11,257
-2,578
-19% -$218K 0.09% 145
2017
Q1 		$1.17M Sell
13,835
-2,951
-18% -$249K 0.12% 133
2016
Q4 		$1.42M Buy
16,786
+4,322
+35% +$366K 0.16% 131
2016
Q3 		$1.06M Sell
12,464
-8,059
-39% -$686K 0.12% 138
2016
Q2 		$1.75M Sell
20,523
-4,422
-18% -$376K 0.23% 111
2016
Q1 		$2.12M Sell
24,945
-165,060
-87% -$14M 0.32% 105
2015
Q4 		$16M Sell
190,005
-274,388
-59% -$23.2M 3.08% 8
2015
Q3 		$39.5M Buy
464,393
+460,415
+11,574% +$39.1M 7.16% 2
2015
Q2 		$338K Buy
3,978
+409
+11% +$34.7K 0.04% 160
2015
Q1 		$303K Hold
3,569
– – 0.05% 144
2014
Q4 		$301K Sell
3,569
-106
-3% -$8.97K 0.05% 130
2014
Q3 		$311K Buy
3,675
+116
+3% +$9.8K 0.06% 124
2014
Q2 		$301K Sell
3,559
-183
-5% -$15.5K 0.06% 85
2014
Q1 		$316K Sell
3,742
-23
-0.6% -$1.94K 0.08% 81
2013
Q4 		$318K Buy
+3,765
New +$318K 0.09% 76

Other funds holding SHY

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
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
MSWM
Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

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

Brookstone Capital Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 21% in Q2 2026, buying an estimated $2.17M and bringing the position to 154,574 shares worth $12.7M. The position accounts for 0.13% of the portfolio, ranked #191.

Brookstone Capital Management first reported a position in SHY in Q4 2013 and has held it in 51 quarters since. The position peaked at $144M in Q4 2018. 227 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Brookstone Capital Management held 154,574 shares of iShares 1-3 Year Treasury Bond ETF worth $12.7M as of Q2 2026.
  • Brookstone Capital Management bought 26,355 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.17M.
  • iShares 1-3 Year Treasury Bond ETF made up 0.13% of Brookstone Capital Management's portfolio in Q2 2026, its #191 holding.
  • Brookstone Capital Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2013 and has held it in 51 quarters since.
  • Brookstone Capital Management's iShares 1-3 Year Treasury Bond ETF position peaked at $144M in Q4 2018.
  • 227 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.