KBFS
SHY icon

Kohmann Bosshard Financial Services’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Kohmann Bosshard Financial Services’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 		– Sell
-8
Closed -$663 – 530
2025
Q4 		$663 Buy
+8
New +$663 ﹤0.01% 996
2025
Q1 		– Sell
-100
Closed -$8.2K – 686
2024
Q4 		$8.2K Buy
+100
New +$8.22K ﹤0.01% 514

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

Kohmann Bosshard Financial Services's SHY Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2026, closing a stake of 8 shares — an estimated $663 sold.

Kohmann Bosshard Financial Services first reported a position in SHY in Q4 2024 and held it in 2 quarters. The position peaked at $8.2K in Q4 2024. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Kohmann Bosshard Financial Services reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 8 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $663.
  • Kohmann Bosshard Financial Services first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and held it in 2 quarters.
  • Kohmann Bosshard Financial Services's iShares 1-3 Year Treasury Bond ETF position peaked at $8.2K in Q4 2024.
  • 1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.