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Keel Point’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Keel Point’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 		$4.52M Buy
54,790
+16,392
+43% +$1.36M 0.3% 50
2025
Q4 		$3.18M Buy
38,398
+142
+0.4% +$11.8K 0.19% 81
2025
Q3 		$3.17M Sell
38,256
-3,978
-9% -$329K 0.2% 81
2025
Q2 		$3.5M Buy
42,234
+6,105
+17% +$504K 0.23% 77
2025
Q1 		$2.99M Sell
36,129
-19,402
-35% -$1.6M 0.23% 80
2024
Q4 		$4.55M Buy
55,531
+648
+1% +$53.3K 0.36% 46
2024
Q3 		$4.56M Buy
54,883
+3,226
+6% +$266K 0.38% 50
2024
Q2 		$4.27M Sell
51,657
-24,248
-32% -$1.97M 0.39% 51
2024
Q1 		$6.21M Buy
75,905
+20,531
+37% +$1.68M 0.64% 28
2023
Q4 		$4.54M Buy
55,374
+2
+0% +$163 0.54% 31
2023
Q3 		$4.48M Sell
55,372
-7,415
-12% -$600K 0.61% 26
2023
Q2 		$5.09M Buy
62,787
+3,267
+5% +$267K 0.68% 26
2023
Q1 		$4.89M Buy
59,520
+26,689
+81% +$2.18M 0.71% 24
2022
Q4 		$2.66M Buy
32,831
+11,116
+51% +$902K 0.42% 58
2022
Q3 		$1.76M Buy
21,715
+10,344
+91% +$851K 0.3% 62
2022
Q2 		$939K Buy
11,371
+592
+5% +$49.1K 0.15% 106
2022
Q1 		$898K Sell
10,779
-202
-2% -$17.1K 0.13% 105
2021
Q4 		$939K Sell
10,981
-19,046
-63% -$1.63M 0.11% 107
2021
Q3 		$2.59M Sell
30,027
-7,868
-21% -$678K 0.33% 65
2021
Q2 		$3.27M Buy
37,895
+27,132
+252% +$2.34M 0.36% 61
2021
Q1 		$928K Buy
10,763
+3,601
+50% +$311K 0.09% 128
2020
Q4 		$619K Buy
7,162
+510
+8% +$44.1K 0.06% 138
2020
Q3 		$575K Sell
6,652
-1,865
-22% -$161K 0.05% 130
2020
Q2 		$738K Sell
8,517
-85,400
-91% -$7.4M 0.08% 102
2020
Q1 		$8.14M Sell
93,917
-4,476
-5% -$382K 1.05% 21
2019
Q4 		$8.33M Sell
98,393
-9,037
-8% -$766K 0.91% 22
2019
Q3 		$9.11M Sell
107,430
-9,547
-8% -$809K 1.11% 20
2019
Q2 		$9.92M Buy
116,977
+19,081
+19% +$1.61M 1.13% 15
2019
Q1 		$8.23M Buy
97,896
+3,333
+4% +$279K 0.95% 24
2018
Q4 		$7.91M Buy
+94,563
New +$7.86M 1.07% 20

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Keel Point's SHY Position: Q1 2026 in Review

Keel Point increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 43% in Q1 2026, buying an estimated $1.36M and bringing the position to 54,790 shares worth $4.52M. The position accounts for 0.3% of the portfolio, ranked #50.

Keel Point first reported a position in SHY in Q4 2018 and has held it in 30 quarters since. The position peaked at $9.92M in Q2 2019. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Keel Point held 54,790 shares of iShares 1-3 Year Treasury Bond ETF worth $4.52M as of Q1 2026.
  • Keel Point bought 16,392 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.36M.
  • iShares 1-3 Year Treasury Bond ETF made up 0.3% of Keel Point's portfolio in Q1 2026, its #50 holding.
  • Keel Point first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and has held it in 30 quarters since.
  • Keel Point's iShares 1-3 Year Treasury Bond ETF position peaked at $9.92M in Q2 2019.
  • 1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.