Jackson Hole Capital Partners’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Jackson Hole Capital Partners’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	$14.2K	Hold	172	–	–	﹤0.01%	280
2025 Q4	$14.2K	Hold	172	–	–	﹤0.01%	274
2025 Q3	$14.3K	Hold	172	–	–	﹤0.01%	270
2025 Q2	$14.3K	Hold	172	–	–	﹤0.01%	252
2025 Q1	$14.2K	Hold	172	–	–	﹤0.01%	250
2024 Q4	$14.1K	Hold	172	–	–	﹤0.01%	249
2024 Q3	$14.3K	Hold	172	–	–	﹤0.01%	242
2024 Q2	$14K	Sell	172 -14	-8%	-$1.14K	﹤0.01%	245
2024 Q1	$15.2K	Hold	186	–	–	﹤0.01%	242
2023 Q4	$15.3K	Hold	186	–	–	﹤0.01%	241
2023 Q3	$15.1K	Hold	186	–	–	﹤0.01%	229
2023 Q2	$15.1K	Hold	186	–	–	﹤0.01%	242
2023 Q1	$15.3K	Buy	186 +170	+1,063%	+$13.9K	﹤0.01%	263
2022 Q4	$1.3K	Hold	16	–	–	﹤0.01%	261
2022 Q3	$1K	Buy	+16	New	+$1.32K	﹤0.01%	261
2021 Q2	–	Sell	-139	Closed	-$12K	–	252
2021 Q1	$12K	Buy	+139	New	+$12K	﹤0.01%	217
2020 Q1	–	Sell	-2,832	Closed	-$240K	–	188
2019 Q4	$240K	Hold	2,832	–	–	0.13%	129
2019 Q3	$240K	Buy	+2,832	New	+$240K	0.14%	127

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

Jackson Hole Capital Partners's SHY Position: Q1 2026 in Review

Jackson Hole Capital Partners held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q1 2026 at 172 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #280.

Jackson Hole Capital Partners first reported a position in SHY in Q3 2019 and has held it in 18 quarters since. The position peaked at $240K in Q4 2019. 1,218 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Jackson Hole Capital Partners held 172 shares of iShares 1-3 Year Treasury Bond ETF worth $14.2K as of Q1 2026.
Jackson Hole Capital Partners left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of Jackson Hole Capital Partners's portfolio in Q1 2026, its #280 holding.
Jackson Hole Capital Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2019 and has held it in 18 quarters since.
Jackson Hole Capital Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $240K in Q4 2019.
1,218 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Jackson Hole Capital Partners's 13F filing for Q1 2026, filed 8 May 2026.