Dimension Capital Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $355K | Sell |
4,300
-2,094
| -33% | -$173K | 0.05% | 97 |
|
|
2025
Q4 | $530K | Buy |
6,394
+1,811
| +40% | +$150K | 0.07% | 74 |
|
|
2025
Q3 | $380K | Hold |
4,583
| – | – | 0.05% | 86 |
|
|
2025
Q2 | $380K | Hold |
4,583
| – | – | 0.06% | 84 |
|
|
2025
Q1 | $379K | Hold |
4,583
| – | – | 0.07% | 77 |
|
|
2024
Q4 | $376K | Hold |
4,583
| – | – | 0.06% | 78 |
|
|
2024
Q3 | $381K | Hold |
4,583
| – | – | 0.07% | 75 |
|
|
2024
Q2 | $374K | Hold |
4,583
| – | – | 0.08% | 77 |
|
|
2024
Q1 | $375K | Hold |
4,583
| – | – | 0.07% | 79 |
|
|
2023
Q4 | $376K | Sell |
4,583
-85,005
| -95% | -$6.91M | 0.08% | 77 |
|
|
2023
Q3 | $7.25M | Sell |
89,588
-923
| -1% | -$74.7K | 1.69% | 12 |
|
|
2023
Q2 | $7.34M | Sell |
90,511
-20,572
| -19% | -$1.68M | 1.59% | 13 |
|
|
2023
Q1 | $9.13M | Buy |
111,083
+553
| +0.5% | +$45.1K | 2.09% | 12 |
|
|
2022
Q4 | $8.97M | Hold |
110,530
| – | – | 2.09% | 12 |
|
|
2022
Q3 | $8.98M | Sell |
110,530
-2,558
| -2% | -$211K | 2.17% | 11 |
|
|
2022
Q2 | $9.36M | Hold |
113,088
| – | – | 2.11% | 11 |
|
|
2022
Q1 | $9.43M | Sell |
113,088
-3,801
| -3% | -$321K | 1.75% | 12 |
|
|
2021
Q4 | $10M | Hold |
116,889
| – | – | 1.88% | 12 |
|
|
2021
Q3 | $10.1M | Sell |
116,889
-1,739
| -1% | -$150K | 2.07% | 10 |
|
|
2021
Q2 | $10.2M | Hold |
118,628
| – | – | 2.22% | 9 |
|
|
2021
Q1 | $10.2M | Buy |
118,628
+73,310
| +162% | +$6.33M | 2.41% | 9 |
|
|
2020
Q4 | $3.91M | Sell |
45,318
-2,653
| -6% | -$229K | 1.12% | 16 |
|
|
2020
Q3 | $4.15M | Buy |
47,971
+922
| +2% | +$79.8K | 1.3% | 14 |
|
|
2020
Q2 | $4.07M | Buy |
47,049
+1,118
| +2% | +$96.8K | 1.3% | 15 |
|
|
2020
Q1 | $3.98M | Sell |
45,931
-2,342
| -5% | -$200K | 1.45% | 13 |
|
|
2019
Q4 | $4.08M | Buy |
48,273
+52
| +0.1% | +$4.41K | 1.2% | 13 |
|
|
2019
Q3 | $4.09M | Sell |
48,221
-9,185
| -16% | -$778K | 1.4% | 12 |
|
|
2019
Q2 | $4.87M | Sell |
57,406
-10,503
| -15% | -$884K | 1.64% | 10 |
|
|
2019
Q1 | $5.71M | Sell |
67,909
-14,908
| -18% | -$1.25M | 2.43% | 11 |
|
|
2018
Q4 | $6.92M | Sell |
82,817
-21,638
| -21% | -$1.8M | 3.38% | 10 |
|
|
2018
Q3 | $8.68M | Buy |
104,455
+4,798
| +5% | +$399K | 4.17% | 6 |
|
|
2018
Q2 | $8.31M | Buy |
99,657
+5,931
| +6% | +$494K | 4.57% | 6 |
|
|
2018
Q1 | $7.83M | Buy |
+93,726
| New | +$7.83M | 4.38% | 7 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 6 |
|
|
2017
Q3 | – | Sell |
-142,835
| Closed | -$12.1M | – | 5 |
|
|
2017
Q2 | $12.1M | Sell |
142,835
-46,657
| -25% | -$3.94M | 3.95% | 5 |
|
|
2017
Q1 | $16M | Buy |
189,492
+3,047
| +2% | +$257K | 5.54% | 3 |
|
|
2016
Q4 | $15.7M | Buy |
+186,445
| New | +$15.8M | 5.43% | 4 |
|
Other funds holding SHY
Dimension Capital Management's SHY Position: Q1 2026 in Review
Dimension Capital Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 33% in Q1 2026, selling an estimated $173K and leaving 4,300 shares worth $355K. The position accounts for 0.05% of the portfolio, ranked #97.
Dimension Capital Management first reported a position in SHY in Q4 2016 and has held it in 36 quarters since. The position peaked at $16M in Q1 2017. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.
- Dimension Capital Management held 4,300 shares of iShares 1-3 Year Treasury Bond ETF worth $355K as of Q1 2026.
- Dimension Capital Management sold 2,094 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $173K.
- iShares 1-3 Year Treasury Bond ETF made up 0.05% of Dimension Capital Management's portfolio in Q1 2026, its #97 holding.
- Dimension Capital Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2016 and has held it in 36 quarters since.
- Dimension Capital Management's iShares 1-3 Year Treasury Bond ETF position peaked at $16M 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 Dimension Capital Management's 13F filing for Q1 2026, filed 15 May 2026.