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Investment House LLC’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Investment House LLC’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 		$3.01M Sell
36,700
-1,575
-4% -$130K 0.14% 100
2026
Q1 		$3.16M Sell
38,275
-1,179
-3% -$97.6K 0.16% 101
2025
Q4 		$3.27M Sell
39,454
-3,607
-8% -$299K 0.16% 98
2025
Q3 		$3.57M Sell
43,061
-2,478
-5% -$205K 0.17% 98
2025
Q2 		$3.77M Buy
45,539
+6,392
+16% +$528K 0.19% 90
2025
Q1 		$3.24M Sell
39,147
-18,297
-32% -$1.5M 0.18% 92
2024
Q4 		$4.71M Buy
57,444
+7,905
+16% +$650K 0.26% 77
2024
Q3 		$4.12M Buy
49,539
+46,601
+1,586% +$3.84M 0.22% 88
2024
Q2 		$240K Hold
2,938
– – 0.01% 195
2024
Q1 		$240K Sell
2,938
-122
-4% -$9.98K 0.01% 199
2023
Q4 		$251K Sell
3,060
-148
-5% -$12K 0.02% 181
2023
Q3 		$260K Hold
3,208
– – 0.02% 170
2023
Q2 		$260K Sell
3,208
-100
-3% -$8.18K 0.02% 173
2023
Q1 		$272K Sell
3,308
-207
-6% -$16.9K 0.02% 172
2022
Q4 		$285K Sell
3,515
-1,009
-22% -$81.9K 0.03% 160
2022
Q3 		$367K Sell
4,524
-6,824
-60% -$562K 0.03% 145
2022
Q2 		$940K Sell
11,348
-16,854
-60% -$1.4M 0.08% 103
2022
Q1 		$2.35M Buy
28,202
+16,676
+145% +$1.41M 0.17% 82
2021
Q4 		$986K Sell
11,526
-55
-0.5% -$4.72K 0.06% 114
2021
Q3 		$998K Hold
11,581
– – 0.07% 114
2021
Q2 		$997K Sell
11,581
-320
-3% -$27.6K 0.07% 123
2021
Q1 		$1.03M Sell
11,901
-1,234
-9% -$107K 0.08% 114
2020
Q4 		$1.14M Sell
13,135
-347
-3% -$30K 0.08% 121
2020
Q3 		$1.17M Sell
13,482
-866
-6% -$74.9K 0.09% 113
2020
Q2 		$1.24M Sell
14,348
-143
-1% -$12.4K 0.11% 103
2020
Q1 		$1.26M Buy
14,491
+1,491
+11% +$127K 0.14% 92
2019
Q4 		$1.1M Sell
13,000
-17,915
-58% -$1.52M 0.1% 117
2019
Q3 		$2.62M Buy
30,915
+20,478
+196% +$1.74M 0.26% 81
2019
Q2 		$885K Buy
10,437
+453
+5% +$38.1K 0.09% 112
2019
Q1 		$840K Hold
9,984
– – 0.09% 121
2018
Q4 		$835K Sell
9,984
-15,600
-61% -$1.3M 0.1% 110
2018
Q3 		$2.13M Buy
25,584
+7,479
+41% +$622K 0.23% 89
2018
Q2 		$1.51M Hold
18,105
– – 0.17% 93
2018
Q1 		$1.51M Hold
18,105
– – 0.18% 93
2017
Q4 		$1.52M Sell
18,105
-165
-0.9% -$13.9K 0.18% 94
2017
Q3 		$1.54M Sell
18,270
-150
-0.8% -$12.7K 0.2% 90
2017
Q2 		$1.56M Sell
18,420
-135
-0.7% -$11.4K 0.21% 96
2017
Q1 		$1.57M Sell
18,555
-1,330
-7% -$112K 0.22% 93
2016
Q4 		$1.68M Sell
19,885
-125
-0.6% -$10.6K 0.26% 90
2016
Q3 		$1.7M Sell
20,010
-235
-1% -$20K 0.26% 90
2016
Q2 		$1.73M Sell
20,245
-165
-0.8% -$14K 0.28% 87
2016
Q1 		$1.74M Sell
20,410
-250
-1% -$21.2K 0.28% 91
2015
Q4 		$1.74M Sell
20,660
-182
-0.9% -$15.4K 0.28% 91
2015
Q3 		$1.77M Sell
20,842
-630
-3% -$53.4K 0.31% 89
2015
Q2 		$1.82M Sell
21,472
-130
-0.6% -$11K 0.29% 89
2015
Q1 		$1.83M Hold
21,602
– – 0.3% 89
2014
Q4 		$1.82M Sell
21,602
-1,055
-5% -$89.3K 0.29% 86
2014
Q3 		$1.92M Sell
22,657
-1,308
-5% -$111K 0.32% 82
2014
Q2 		$2.03M Sell
23,965
-697
-3% -$58.9K 0.35% 79
2014
Q1 		$2.08M Buy
24,662
+5,245
+27% +$443K 0.37% 78
2013
Q4 		$1.64M Sell
19,417
-7,510
-28% -$634K 0.3% 80
2013
Q3 		$2.27M Buy
26,927
+5,607
+26% +$473K 0.46% 72
2013
Q2 		$1.8M Buy
+21,320
New +$1.8M 0.39% 75

Other funds holding SHY

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Investment House LLC's SHY Position: Q2 2026 in Review

Investment House LLC reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 4.1% in Q2 2026, selling an estimated $130K and leaving 36,700 shares worth $3.01M. The position accounts for 0.14% of the portfolio, ranked #100.

Investment House LLC first reported a position in SHY in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.71M in Q4 2024. 576 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Investment House LLC held 36,700 shares of iShares 1-3 Year Treasury Bond ETF worth $3.01M as of Q2 2026.
  • Investment House LLC sold 1,575 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $130K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.14% of Investment House LLC's portfolio in Q2 2026, its #100 holding.
  • Investment House LLC first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and has held it in 53 quarters since.
  • Investment House LLC's iShares 1-3 Year Treasury Bond ETF position peaked at $4.71M in Q4 2024.
  • 576 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Investment House LLC's 13F filing for Q2 2026, filed 21 Jul 2026.