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Cadinha & Co’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Cadinha & Co’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 		$293K Hold
3,564
– – 0.04% 85
2026
Q1 		$294K Buy
3,564
+7
+0.2% +$579 0.05% 83
2025
Q4 		$295K Sell
3,557
-250
-7% -$20.7K 0.05% 80
2025
Q3 		$316K Sell
3,807
-399
-9% -$33K 0.04% 82
2025
Q2 		$349K Sell
4,206
-575
-12% -$47.5K 0.06% 77
2025
Q1 		$396K Hold
4,781
– – 0.09% 65
2024
Q4 		$392K Sell
4,781
-558
-10% -$45.9K 0.07% 74
2024
Q3 		$444K Buy
5,339
+240
+5% +$19.8K 0.08% 66
2024
Q2 		$416K Sell
5,099
-413
-7% -$33.6K 0.08% 66
2024
Q1 		$451K Sell
5,512
-83
-1% -$6.79K 0.08% 68
2023
Q4 		$459K Sell
5,595
-216
-4% -$17.6K 0.07% 68
2023
Q3 		$471K Hold
5,811
– – 0.1% 62
2023
Q2 		$471K Buy
5,811
+50
+0.9% +$4.09K 0.09% 66
2023
Q1 		$473K Sell
5,761
-1,032
-15% -$84.1K 0.13% 62
2022
Q4 		$551K Buy
6,793
+464
+7% +$37.6K 0.12% 57
2022
Q3 		$514K Sell
6,329
-497
-7% -$40.9K 0.17% 55
2022
Q2 		$565K Sell
6,826
-7,882
-54% -$654K 0.13% 59
2022
Q1 		$1.23M Sell
14,708
-618
-4% -$52.2K 0.18% 52
2021
Q4 		$1.31M Sell
15,326
-1,461
-9% -$125K 0.18% 49
2021
Q3 		$1.45M Buy
16,787
+2,018
+14% +$174K 0.21% 52
2021
Q2 		$1.27M Buy
14,769
+9,163
+163% +$790K 0.17% 58
2021
Q1 		$483K Buy
5,606
+1,952
+53% +$169K 0.07% 83
2020
Q4 		$316K Buy
3,654
+75
+2% +$6.48K 0.04% 92
2020
Q3 		$310K Buy
+3,579
New +$310K 0.05% 86
2020
Q1 		– Sell
-2,754
Closed -$233K – 120
2019
Q4 		$233K Buy
2,754
+74
+3% +$6.27K 0.03% 114
2019
Q3 		$227K Buy
+2,680
New +$227K 0.04% 110

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

Cadinha & Co's SHY Position: Q2 2026 in Review

Cadinha & Co held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 3,564 shares worth $293K. The position accounts for 0.04% of the portfolio, ranked #85.

Cadinha & Co first reported a position in SHY in Q3 2019 and has held it in 26 quarters since. The position peaked at $1.45M in Q3 2021. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Cadinha & Co held 3,564 shares of iShares 1-3 Year Treasury Bond ETF worth $293K as of Q2 2026.
  • Cadinha & Co left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 1-3 Year Treasury Bond ETF made up 0.04% of Cadinha & Co's portfolio in Q2 2026, its #85 holding.
  • Cadinha & Co first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2019 and has held it in 26 quarters since.
  • Cadinha & Co's iShares 1-3 Year Treasury Bond ETF position peaked at $1.45M in Q3 2021.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Cadinha & Co's 13F filing for Q2 2026, filed 28 Jul 2026.