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Caldwell Sutter Capital’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Caldwell Sutter Capital’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 		$425K Sell
5,177
-311
-6% -$25.6K 0.16% 144
2026
Q1 		$453K Sell
5,488
-31
-0.6% -$2.57K 0.18% 131
2025
Q4 		$457K Buy
5,519
+151
+3% +$12.5K 0.19% 124
2025
Q3 		$445K Buy
5,368
+513
+11% +$42.4K 0.19% 130
2025
Q2 		$402K Buy
4,855
+75
+2% +$6.19K 0.18% 129
2025
Q1 		$395K Buy
4,780
+15
+0.3% +$1.23K 0.19% 129
2024
Q4 		$391K Buy
4,765
+1,042
+28% +$85.7K 0.18% 128
2024
Q3 		$310K Sell
3,723
-376
-9% -$31K 0.14% 150
2024
Q2 		$335K Buy
4,099
+88
+2% +$7.16K 0.17% 138
2024
Q1 		$328K Buy
4,011
+83
+2% +$6.79K 0.16% 145
2023
Q4 		$322K Buy
3,928
+88
+2% +$7.15K 0.16% 133
2023
Q3 		$311K Buy
3,840
+288
+8% +$23.3K 0.17% 132
2023
Q2 		$288K Buy
3,552
+2,744
+340% +$224K 0.15% 145
2023
Q1 		$66.4K Buy
+808
New +$65.9K 0.05% 223

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

Caldwell Sutter Capital's SHY Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 5.7% in Q2 2026, selling an estimated $25.6K and leaving 5,177 shares worth $425K. The position accounts for 0.16% of the portfolio, ranked #144.

Caldwell Sutter Capital first reported a position in SHY in Q1 2023 and has held it in 14 quarters since. The position peaked at $457K in Q4 2025. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Caldwell Sutter Capital held 5,177 shares of iShares 1-3 Year Treasury Bond ETF worth $425K as of Q2 2026.
  • Caldwell Sutter Capital sold 311 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $25.6K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.16% of Caldwell Sutter Capital's portfolio in Q2 2026, its #144 holding.
  • Caldwell Sutter Capital first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Caldwell Sutter Capital's iShares 1-3 Year Treasury Bond ETF position peaked at $457K in Q4 2025.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.