CJ
SHY icon

Caitlin John’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Caitlin John’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 		$83.3K Buy
1,015
+363
+56% +$29.8K 0.05% 284
2026
Q1 		$53.8K Sell
652
-200
-23% -$16.6K 0.03% 302
2025
Q4 		$70.6K Sell
852
-19
-2% -$1.57K 0.05% 263
2025
Q3 		$72.3K Buy
+871
New +$72K 0.05% 221
2025
Q1 		– Sell
-899
Closed -$73.7K – 668
2024
Q4 		$73.7K Sell
899
-52
-5% -$4.28K 0.05% 195
2024
Q3 		$78K Sell
951
-243
-20% -$20K 0.05% 193
2024
Q2 		$97.5K Buy
1,194
+595
+99% +$48.4K 0.07% 169
2024
Q1 		$49K Buy
599
+466
+350% +$38.1K 0.04% 238
2023
Q4 		$10.9K Buy
+133
New +$10.8K 0.01% 427

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

Caitlin John's SHY Position: Q2 2026 in Review

Caitlin John increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 56% in Q2 2026, buying an estimated $29.8K and bringing the position to 1,015 shares worth $83.3K. The position accounts for 0.05% of the portfolio, ranked #284.

Caitlin John first reported a position in SHY in Q4 2023 and has held it in 9 quarters since. The position peaked at $97.5K in Q2 2024. 1,216 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Caitlin John held 1,015 shares of iShares 1-3 Year Treasury Bond ETF worth $83.3K as of Q2 2026.
  • Caitlin John bought 363 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $29.8K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.05% of Caitlin John's portfolio in Q2 2026, its #284 holding.
  • Caitlin John first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and has held it in 9 quarters since.
  • Caitlin John's iShares 1-3 Year Treasury Bond ETF position peaked at $97.5K in Q2 2024.
  • 1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.