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

Howard 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 Q3	$2.18M	Sell	26,882 -2,304	-8%	-$188K	0.03%	164
2026 Q2	$2.4M	Sell	29,186 -1,970	-6%	-$162K	0.03%	165
2026 Q1	$2.57M	Buy	31,156 +7,974	+34%	+$660K	0.04%	106
2025 Q4	$1.92M	Buy	23,182 +372	+2%	+$30.8K	0.02%	169
2025 Q3	$1.89M	Sell	22,810 -465	-2%	-$38.5K	0.03%	163
2025 Q2	$1.93M	Buy	23,275 +5,290	+29%	+$437K	0.03%	158
2025 Q1	$1.49M	Buy	17,985 +792	+5%	+$65.1K	0.04%	159
2024 Q4	$1.41M	Buy	17,193 +3,046	+22%	+$250K	0.02%	176
2024 Q3	$1.18M	Sell	14,147 -659	-4%	-$54.4K	0.02%	187
2024 Q2	$1.21M	Sell	14,806 -895	-6%	-$72.8K	0.12%	46
2024 Q1	$1.28M	Buy	+15,701	New	+$1.28M	0.14%	43
2019 Q3	–	Sell	-577,375	Closed	-$48.2M	–	41
2019 Q2	$48.2M	Buy	+577,375	New	+$48.6M	21.39%	1

Other funds holding SHY

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return

Howard Capital Management's SHY Position: Q3 2026 in Review

Howard Capital Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 7.9% in Q3 2026, selling an estimated $188K and leaving 26,882 shares worth $2.18M. The position accounts for 0.03% of the portfolio, ranked #164.

Howard Capital Management first reported a position in SHY in Q2 2019 and has held it in 12 quarters since. The position peaked at $48.2M in Q2 2019. 994 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

Howard Capital Management held 26,882 shares of iShares 1-3 Year Treasury Bond ETF worth $2.18M as of Q3 2026.
Howard Capital Management sold 2,304 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $188K.
iShares 1-3 Year Treasury Bond ETF made up 0.03% of Howard Capital Management's portfolio in Q3 2026, its #164 holding.
Howard Capital Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2019 and has held it in 12 quarters since.
Howard Capital Management's iShares 1-3 Year Treasury Bond ETF position peaked at $48.2M in Q2 2019.
994 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Howard Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.