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DMC Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

DMC 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 		$663K Buy
8,080
+1,266
+19% +$104K 0.45% 64
2026
Q1 		$563K Sell
6,814
-194
-3% -$16.1K 0.38% 75
2025
Q4 		$580K Sell
7,008
-1,691
-19% -$140K 0.39% 76
2025
Q3 		$722K Buy
8,699
+1,094
+14% +$90.5K 0.5% 63
2025
Q2 		$630K Buy
7,605
+188
+3% +$15.5K 0.49% 66
2025
Q1 		$614K Buy
7,417
+122
+2% +$10K 0.5% 69
2024
Q4 		$598K Hold
7,295
– – 0.49% 67
2024
Q3 		$607K Buy
7,295
+977
+15% +$80.6K 0.49% 72
2024
Q2 		$516K Buy
6,318
+347
+6% +$28.2K 0.44% 75
2024
Q1 		$488K Buy
5,971
+903
+18% +$73.9K 0.42% 79
2023
Q4 		$416K Sell
5,068
-1,588
-24% -$129K 0.39% 80
2023
Q3 		$539K Buy
6,656
+900
+16% +$72.9K 0.5% 57
2023
Q2 		$467K Hold
5,756
– – 0.47% 71
2023
Q1 		$472K Hold
5,756
– – 0.48% 68
2022
Q4 		$468K Hold
5,756
– – 0.53% 60
2022
Q3 		$468K Sell
5,756
-146
-2% -$12K 0.57% 55
2022
Q2 		$489K Hold
5,902
– – 0.58% 49
2022
Q1 		$489K Buy
5,902
+1,335
+29% +$113K 0.55% 52
2021
Q4 		$387K Buy
+4,567
New +$392K 0.33% 84

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

DMC Group's SHY Position: Q2 2026 in Review

DMC Group increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 19% in Q2 2026, buying an estimated $104K and bringing the position to 8,080 shares worth $663K. The position accounts for 0.45% of the portfolio, ranked #64.

DMC Group first reported a position in SHY in Q4 2021 and has held it in 19 quarters since. The position peaked at $722K in Q3 2025. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • DMC Group held 8,080 shares of iShares 1-3 Year Treasury Bond ETF worth $663K as of Q2 2026.
  • DMC Group bought 1,266 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $104K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.45% of DMC Group's portfolio in Q2 2026, its #64 holding.
  • DMC Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • DMC Group's iShares 1-3 Year Treasury Bond ETF position peaked at $722K in Q3 2025.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on DMC Group's 13F filing for Q2 2026, filed 28 Jul 2026.