Curi RMB Capital’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Curi RMB 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	$29.8M	Sell	363,486 -73,149	-17%	-$6.01M	0.46%	50
2026 Q1	$36.1M	Buy	436,635 +6,230	+1%	+$516K	0.64%	33
2025 Q4	$35.6M	Sell	430,405 -26,630	-6%	-$2.21M	0.62%	33
2025 Q3	$37.9M	Sell	457,035 -36,604	-7%	-$3.03M	0.7%	28
2025 Q2	$40.9M	Buy	493,639 +1,130	+0.2%	+$93.3K	0.78%	25
2025 Q1	$40.7M	Sell	492,509 -288,802	-37%	-$23.8M	1%	20
2024 Q4	$64.1M	Buy	781,311 +43,473	+6%	+$3.57M	1.48%	10
2024 Q3	$61.4M	Sell	737,838 -2,647	-0.4%	-$218K	1.39%	9
2024 Q2	$60.5M	Buy	740,485 +15,302	+2%	+$1.24M	1.45%	10
2024 Q1	$59.3M	Buy	+725,183	New	+$59.3M	1.36%	9

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Curi RMB Capital's SHY Position: Q2 2026 in Review

Curi RMB Capital reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 17% in Q2 2026, selling an estimated $6.01M and leaving 363,486 shares worth $29.8M. The position accounts for 0.46% of the portfolio, ranked #50.

Curi RMB Capital first reported a position in SHY in Q1 2024 and has held it in 10 quarters since. The position peaked at $64.1M in Q4 2024. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Curi RMB Capital held 363,486 shares of iShares 1-3 Year Treasury Bond ETF worth $29.8M as of Q2 2026.
Curi RMB Capital sold 73,149 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $6.01M.
iShares 1-3 Year Treasury Bond ETF made up 0.46% of Curi RMB Capital's portfolio in Q2 2026, its #50 holding.
Curi RMB Capital first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
Curi RMB Capital's iShares 1-3 Year Treasury Bond ETF position peaked at $64.1M in Q4 2024.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.