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Calamos Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Calamos Wealth 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 		$966K Hold
11,768
– – 0.03% 212
2026
Q1 		$972K Sell
11,768
-140
-1% -$11.6K 0.03% 207
2025
Q4 		$986K Hold
11,908
– – 0.03% 196
2025
Q3 		$988K Hold
11,908
– – 0.04% 187
2025
Q2 		$987K Hold
11,908
– – 0.04% 169
2025
Q1 		$985K Hold
11,908
– – 0.05% 148
2024
Q4 		$976K Hold
11,908
– – 0.05% 142
2024
Q3 		$990K Buy
+11,908
New +$982K 0.05% 146
2021
Q1 		– Sell
-3,672
Closed -$317K – 299
2020
Q4 		$317K Hold
3,672
– – 0.03% 247
2020
Q3 		$318K Buy
3,672
+78
+2% +$6.75K 0.04% 224
2020
Q2 		$311K Buy
+3,594
New +$311K 0.04% 222
2019
Q4 		– Sell
-13,968
Closed -$1.19M – 243
2019
Q3 		$1.19M Buy
13,968
+1
+0% +$85 0.16% 102
2019
Q2 		$1.18M Sell
13,967
-285
-2% -$24K 0.16% 100
2019
Q1 		$1.2M Buy
14,252
+1
+0% +$84 0.17% 100
2018
Q4 		$1.19M Sell
14,251
-4,720
-25% -$392K 0.18% 97
2018
Q3 		$1.58M Buy
18,971
+13,134
+225% +$1.09M 0.2% 80
2018
Q2 		$487K Buy
5,837
+2,366
+68% +$197K 0.06% 155
2018
Q1 		$291K Sell
3,471
-1,456
-30% -$122K 0.04% 181
2017
Q4 		$413K Sell
4,927
-23,975
-83% -$2.02M 0.05% 173
2017
Q3 		$2.44M Buy
28,902
+6
+0% +$507 0.34% 88
2017
Q2 		$2.44M Sell
28,896
-4,195
-13% -$355K 0.35% 85
2017
Q1 		$2.8M Buy
33,091
+29,416
+800% +$2.48M 0.42% 74
2016
Q4 		$310K Buy
+3,675
New +$311K 0.05% 187

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

Calamos Wealth Management's SHY Position: Q2 2026 in Review

Calamos Wealth Management held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 11,768 shares worth $966K. The position accounts for 0.03% of the portfolio, ranked #212.

Calamos Wealth Management first reported a position in SHY in Q4 2016 and has held it in 23 quarters since. The position peaked at $2.8M in Q1 2017. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Calamos Wealth Management held 11,768 shares of iShares 1-3 Year Treasury Bond ETF worth $966K as of Q2 2026.
  • Calamos Wealth Management left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 1-3 Year Treasury Bond ETF made up 0.03% of Calamos Wealth Management's portfolio in Q2 2026, its #212 holding.
  • Calamos Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2016 and has held it in 23 quarters since.
  • Calamos Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $2.8M in Q1 2017.
  • 1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Calamos Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.