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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Calamos Wealth Management's SHY Position: Q1 2026 in Review

Calamos Wealth Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1.2% in Q1 2026, selling an estimated $11.6K and leaving 11,768 shares worth $972K. The position accounts for 0.03% of the portfolio, ranked #207.

Calamos Wealth Management first reported a position in SHY in Q4 2016 and has held it in 22 quarters since. The position peaked at $2.8M in Q1 2017. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Calamos Wealth Management held 11,768 shares of iShares 1-3 Year Treasury Bond ETF worth $972K as of Q1 2026.
Calamos Wealth Management sold 140 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $11.6K.
iShares 1-3 Year Treasury Bond ETF made up 0.03% of Calamos Wealth Management's portfolio in Q1 2026, its #207 holding.
Calamos Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2016 and has held it in 22 quarters since.
Calamos Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $2.8M in Q1 2017.
1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Calamos Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.