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

Highview 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	$988K	Buy	+12,028	New	+$989K	0.28%	82
2023 Q4	–	Sell	-2,581	Closed	-$209K	–	112
2023 Q3	$209K	Buy	+2,581	New	+$209K	0.12%	102
2023 Q2	–	Sell	-2,586	Closed	-$212K	–	102
2023 Q1	$212K	Sell	2,586 -775	-23%	-$63.2K	0.12%	97
2022 Q4	$273K	Sell	3,361 -133,328	-98%	-$10.8M	0.17%	94
2022 Q3	$11.1M	Buy	136,689 +12,879	+10%	+$1.06M	8.23%	1
2022 Q2	$10.3M	Buy	+123,810	New	+$10.3M	7.88%	2

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

Highview Capital Management's SHY Position: Q2 2026 in Review

Highview Capital Management opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026: 12,028 shares worth $988K. The stake represents 0.28% of the portfolio and ranks #82 among its holdings. This is a return to the name: Highview Capital Management previously reported a position in SHY as recently as Q3 2023.

Highview Capital Management first reported a position in SHY in Q2 2022 and has held it in 6 quarters since. The position peaked at $11.1M in Q3 2022. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Highview Capital Management held 12,028 shares of iShares 1-3 Year Treasury Bond ETF worth $988K as of Q2 2026.
iShares 1-3 Year Treasury Bond ETF was a new Highview Capital Management position in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.28% of Highview Capital Management's portfolio in Q2 2026, its #82 holding.
Highview Capital Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2022 and has held it in 6 quarters since.
Highview Capital Management's iShares 1-3 Year Treasury Bond ETF position peaked at $11.1M in Q3 2022.
1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Highview Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.