Global View Capital Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Global View Capital Management’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	$275K	Sell	3,353 -2,578	-43%	-$212K	0.06%	120
2026 Q1	$490K	Sell	5,931 -201	-3%	-$16.6K	0.13%	87
2025 Q4	$508K	Buy	6,132 +2,410	+65%	+$200K	0.09%	79
2025 Q3	$309K	Buy	+3,722	New	+$308K	0.07%	111
2025 Q2	–	Sell	-2,725	Closed	-$225K	–	135
2025 Q1	$225K	Sell	2,725 -122,996	-98%	-$10.1M	0.08%	98
2024 Q4	$10.3M	Buy	+125,721	New	+$10.3M	3.61%	6

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

Global View Capital Management's SHY Position: Q2 2026 in Review

Global View Capital Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 43% in Q2 2026, selling an estimated $212K and leaving 3,353 shares worth $275K. The position accounts for 0.06% of the portfolio, ranked #120.

Global View Capital Management first reported a position in SHY in Q4 2024 and has held it in 6 quarters since. The position peaked at $10.3M in Q4 2024. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Global View Capital Management held 3,353 shares of iShares 1-3 Year Treasury Bond ETF worth $275K as of Q2 2026.
Global View Capital Management sold 2,578 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $212K.
iShares 1-3 Year Treasury Bond ETF made up 0.06% of Global View Capital Management's portfolio in Q2 2026, its #120 holding.
Global View Capital Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
Global View Capital Management's iShares 1-3 Year Treasury Bond ETF position peaked at $10.3M in Q4 2024.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Global View Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.