Founders Capital Management (Texas)’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Founders Capital Management (Texas)’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	$30.4K	Buy	+370	New	+$30.4K	0.01%	212
2023 Q3	–	Sell	-1,479	Closed	-$120K	–	425
2023 Q2	$120K	Hold	1,479	–	–	0.09%	83
2023 Q1	$122K	Hold	1,479	–	–	0.09%	80
2022 Q4	$120K	Hold	1,479	–	–	0.09%	80
2022 Q3	$120K	Hold	1,479	–	–	0.1%	78
2022 Q2	$122K	Hold	1,479	–	–	0.1%	74
2022 Q1	$127K	Hold	1,479	–	–	0.08%	77
2021 Q4	$127K	Hold	1,479	–	–	0.08%	77
2021 Q3	$127K	Hold	1,479	–	–	0.09%	70
2021 Q2	$127K	Buy	1,479 +29	+2%	+$2.5K	0.08%	70
2021 Q1	$125K	Hold	1,450	–	–	0.09%	64
2020 Q4	$125K	Buy	+1,450	New	+$125K	0.09%	66
2020 Q1	$126K	Hold	1,450	–	–	0.13%	56
2019 Q4	$123K	Hold	1,450	–	–	0.09%	65
2019 Q3	$123K	Hold	1,450	–	–	0.1%	65
2019 Q2	$123K	Hold	1,450	–	–	0.11%	68
2019 Q1	$122K	Hold	1,450	–	–	0.11%	69
2018 Q4	$121K	Sell	1,450 -850	-37%	-$70.6K	0.13%	72
2018 Q3	$191K	Hold	2,300	–	–	0.16%	64
2018 Q2	$192K	Hold	2,300	–	–	0.17%	67
2018 Q1	$192K	Hold	2,300	–	–	0.16%	74
2017 Q4	$193K	Hold	2,300	–	–	0.16%	77
2017 Q3	$194K	Hold	2,300	–	–	0.16%	76
2017 Q2	$194K	Buy	2,300 +200	+10%	+$16.9K	0.17%	74
2017 Q1	$177K	Buy	+2,100	New	+$177K	0.16%	81

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

Founders Capital Management (Texas)'s SHY Position: Q2 2026 in Review

Founders Capital Management (Texas) opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026: 370 shares worth $30.4K. The stake represents 0.01% of the portfolio and ranks #212 among its holdings. This is a return to the name: Founders Capital Management (Texas) previously reported a position in SHY as recently as Q2 2023.

Founders Capital Management (Texas) first reported a position in SHY in Q1 2017 and has held it in 25 quarters since. The position peaked at $194K in Q3 2017. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Founders Capital Management (Texas) held 370 shares of iShares 1-3 Year Treasury Bond ETF worth $30.4K as of Q2 2026.
iShares 1-3 Year Treasury Bond ETF was a new Founders Capital Management (Texas) position in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.01% of Founders Capital Management (Texas)'s portfolio in Q2 2026, its #212 holding.
Founders Capital Management (Texas) first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2017 and has held it in 25 quarters since.
Founders Capital Management (Texas)'s iShares 1-3 Year Treasury Bond ETF position peaked at $194K in Q3 2017.
1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Founders Capital Management (Texas)'s 13F filing for Q2 2026, filed 21 Jul 2026.