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

Hilton 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 Q1	–	Sell	-4,019	Closed	-$333K	–	166
2025 Q4	$333K	Sell	4,019 -199	-5%	-$16.5K	0.03%	151
2025 Q3	$350K	Hold	4,218	–	–	0.03%	150
2025 Q2	$350K	Sell	4,218 -123	-3%	-$10.2K	0.03%	153
2025 Q1	$359K	Hold	4,341	–	–	0.03%	149
2024 Q4	$356K	Sell	4,341 -495	-10%	-$40.7K	0.03%	149
2024 Q3	$402K	Sell	4,836 -1,804	-27%	-$149K	0.03%	151
2024 Q2	$542K	Buy	+6,640	New	+$540K	0.05%	137
2023 Q2	–	Sell	-664,219	Closed	-$53.9M	–	158
2023 Q1	$53.9M	Sell	664,219 -70,978	-10%	-$5.79M	7.05%	4
2022 Q4	$59.7M	Hold	735,197	–	–	7.86%	4
2022 Q3	$59.7M	Sell	735,197 -28,634	-4%	-$2.36M	7.86%	4
2022 Q2	$63.2M	Buy	763,831 +318,430	+71%	+$26.4M	7.76%	4
2022 Q1	$37.1M	Buy	+445,401	New	+$37.6M	3.97%	4

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

Hilton Capital Management's SHY Position: Q1 2026 in Review

Hilton Capital Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2026, closing a stake of 4,019 shares — an estimated $333K sold.

Hilton Capital Management first reported a position in SHY in Q1 2022 and held it in 12 quarters. The position peaked at $63.2M in Q2 2022. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Hilton Capital Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Hilton Capital Management sold 4,019 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $333K.
Hilton Capital Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2022 and held it in 12 quarters.
Hilton Capital Management's iShares 1-3 Year Treasury Bond ETF position peaked at $63.2M in Q2 2022.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Hilton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.