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

Broyhill 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	$13.7M	Buy	166,873 +85,149	+104%	+$7M	12.18%	1
2026 Q1	$6.75M	Sell	81,724 -20,993	-20%	-$1.74M	6.24%	1
2025 Q4	$8.51M	Buy	102,717 +21,509	+26%	+$1.78M	7.49%	1
2025 Q3	$6.74M	Sell	81,208 -37,515	-32%	-$3.1M	5.9%	1
2025 Q2	$9.84M	Sell	118,723 -15,302	-11%	-$1.26M	8.94%	1
2025 Q1	$11.1M	Buy	134,025 +10,139	+8%	+$834K	9.02%	1
2024 Q4	$10.2M	Buy	+123,886	New	+$10.2M	8.95%	1

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

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

Broyhill Asset Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 104% in Q2 2026, buying an estimated $7M and bringing the position to 166,873 shares worth $13.7M. The position accounts for 12.18% of the portfolio, ranked #1.

Broyhill Asset Management first reported a position in SHY in Q4 2024 and has held it in 7 quarters since. 1,209 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Broyhill Asset Management held 166,873 shares of iShares 1-3 Year Treasury Bond ETF worth $13.7M as of Q2 2026.
Broyhill Asset Management bought 85,149 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $7M.
iShares 1-3 Year Treasury Bond ETF made up 12.18% of Broyhill Asset Management's portfolio in Q2 2026, its #1 holding.
Broyhill Asset Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
1,209 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Broyhill Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.