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

EdgeRock 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 Q1	–	Sell	-5,566	Closed	-$461K	–	137
2025 Q4	$461K	Buy	5,566 +2,160	+63%	+$179K	0.12%	76
2025 Q3	$283K	Sell	3,406 -208	-6%	-$17.2K	0.08%	98
2025 Q2	$299K	Buy	+3,614	New	+$298K	0.09%	82
2023 Q3	–	Sell	-2,771	Closed	-$225K	–	79
2023 Q2	$225K	Buy	+2,771	New	+$227K	0.11%	62
2022 Q4	–	Sell	-693	Closed	-$56K	–	334
2022 Q3	$56K	Buy	+693	New	+$57K	0.03%	100

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EdgeRock Capital's SHY Position: Q1 2026 in Review

EdgeRock Capital sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2026, closing a stake of 5,566 shares — an estimated $461K sold.

EdgeRock Capital first reported a position in SHY in Q3 2022 and held it in 5 quarters. The position peaked at $461K in Q4 2025. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

EdgeRock Capital reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
EdgeRock Capital sold 5,566 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $461K.
EdgeRock Capital first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2022 and held it in 5 quarters.
EdgeRock Capital's iShares 1-3 Year Treasury Bond ETF position peaked at $461K in Q4 2025.
1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on EdgeRock Capital's 13F filing for Q1 2026, filed 16 Apr 2026.