D.L. Carlson Investment Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

D.L. Carlson Investment Group’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	-2,438	Closed	-$201K	–	148
2026 Q1	$201K	Sell	2,438 -39	-2%	-$3.23K	0.03%	135
2025 Q4	$205K	Buy	2,477 +28	+1%	+$2.32K	0.03%	134
2025 Q3	$203K	Sell	2,449 -24,077	-91%	-$1.99M	0.03%	138
2025 Q2	$2.2M	Buy	26,526 +2,392	+10%	+$197K	0.4%	65
2025 Q1	$2M	Sell	24,134 -1,260	-5%	-$104K	0.38%	77
2024 Q4	$2.08M	Buy	25,394 +104	+0.4%	+$8.55K	0.37%	73
2024 Q3	$2.1M	Buy	25,290 +357	+1%	+$29.5K	0.38%	77
2024 Q2	$2.04M	Buy	24,933 +2,123	+9%	+$173K	0.39%	74
2024 Q1	$1.87M	Buy	22,810 +7,575	+50%	+$620K	0.36%	74
2023 Q4	$1.25M	Buy	+15,235	New	+$1.24M	0.25%	85

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

D.L. Carlson Investment Group's SHY Position: Q2 2026 in Review

D.L. Carlson Investment Group sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026, closing a stake of 2,438 shares — an estimated $201K sold.

D.L. Carlson Investment Group first reported a position in SHY in Q4 2023 and held it in 10 quarters. The position peaked at $2.2M in Q2 2025. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

D.L. Carlson Investment Group reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
D.L. Carlson Investment Group sold 2,438 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $201K.
D.L. Carlson Investment Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and held it in 10 quarters.
D.L. Carlson Investment Group's iShares 1-3 Year Treasury Bond ETF position peaked at $2.2M in Q2 2025.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on D.L. Carlson Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.