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

KM 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 Q2	$209K	Buy	+2,546	New	+$209K	0.1%	48
2025 Q2	–	Sell	-3,853	Closed	-$319K	–	58
2025 Q1	$319K	Sell	3,853 -3,190	-45%	-$262K	0.17%	46
2024 Q4	$577K	Buy	7,043 +3,920	+126%	+$322K	0.3%	33
2024 Q3	$260K	Buy	+3,123	New	+$258K	0.14%	41
2024 Q2	–	Sell	-6,140	Closed	-$502K	–	44
2024 Q1	$502K	Buy	6,140 +3,050	+99%	+$250K	0.28%	35
2023 Q4	$254K	Hold	3,090	–	–	0.15%	41
2023 Q3	$250K	Buy	+3,090	New	+$250K	0.17%	36

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KM Capital Management's SHY Position: Q2 2026 in Review

KM Capital Management opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026: 2,546 shares worth $209K. The stake represents 0.1% of the portfolio and ranks #48 among its holdings. This is a return to the name: KM Capital Management previously reported a position in SHY as recently as Q1 2025.

KM Capital Management first reported a position in SHY in Q3 2023 and has held it in 7 quarters since. The position peaked at $577K in Q4 2024. 1,203 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

KM Capital Management held 2,546 shares of iShares 1-3 Year Treasury Bond ETF worth $209K as of Q2 2026.
iShares 1-3 Year Treasury Bond ETF was a new KM Capital Management position in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.1% of KM Capital Management's portfolio in Q2 2026, its #48 holding.
KM Capital Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2023 and has held it in 7 quarters since.
KM Capital Management's iShares 1-3 Year Treasury Bond ETF position peaked at $577K in Q4 2024.
1,203 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on KM Capital Management's 13F filing for Q2 2026, filed 17 Aug 2026.