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Calton & Associates’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Calton & Associates’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 		– Sell
-8,103
Closed -$669K – 484
2026
Q1 		$669K Buy
8,103
+776
+11% +$64.2K 0.1% 195
2025
Q4 		$607K Buy
7,327
+550
+8% +$45.6K 0.09% 217
2025
Q3 		$562K Buy
6,777
+102
+2% +$8.44K 0.08% 211
2025
Q2 		$553K Sell
6,675
-3,461
-34% -$286K 0.1% 193
2025
Q1 		$839K Buy
10,136
+136
+1% +$11.2K 0.19% 109
2024
Q4 		$820K Buy
+10,000
New +$822K 0.36% 64
2021
Q3 		– Sell
-10,438
Closed -$899K – 434
2021
Q2 		$899K Buy
10,438
+450
+5% +$38.8K 0.17% 128
2021
Q1 		$861K Sell
9,988
-1,624
-14% -$140K 0.17% 124
2020
Q4 		$1M Sell
11,612
-39,823
-77% -$3.44M 0.18% 103
2020
Q3 		$4.45M Sell
51,435
-9,444
-16% -$817K 0.91% 17
2020
Q2 		$5.27M Buy
60,879
+39,270
+182% +$3.4M 1.15% 16
2020
Q1 		$1.87M Buy
+21,609
New +$1.85M 0.46% 48
2019
Q1 		– Sell
-4,071
Closed -$340K – 281
2018
Q4 		$340K Buy
+4,071
New +$338K 0.13% 152
2018
Q2 		– Sell
-3,218
Closed -$269K – 377
2018
Q1 		$269K Sell
3,218
-6,942
-68% -$580K 0.08% 257
2017
Q4 		$850K Buy
+10,160
New +$855K 0.21% 88

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

Calton & Associates's SHY Position: Q2 2026 in Review

Calton & Associates sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026, closing a stake of 8,103 shares — an estimated $669K sold.

Calton & Associates first reported a position in SHY in Q4 2017 and held it in 15 quarters. The position peaked at $5.27M in Q2 2020. 1,213 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Calton & Associates reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Calton & Associates sold 8,103 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $669K.
  • Calton & Associates first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2017 and held it in 15 quarters.
  • Calton & Associates's iShares 1-3 Year Treasury Bond ETF position peaked at $5.27M in Q2 2020.
  • 1,213 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.