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Kooman & Associates’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Kooman & Associates’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 		$6.6M Buy
79,939
+1,984
+3% +$164K 1.97% 8
2025
Q4 		$6.46M Buy
77,955
+3,449
+5% +$286K 1.91% 9
2025
Q3 		$6.18M Sell
74,506
-226
-0.3% -$18.7K 1.91% 9
2025
Q2 		$6.19M Sell
74,732
-4,067
-5% -$336K 2.09% 8
2025
Q1 		$6.52M Sell
78,799
-1,195
-1% -$98.3K 2.39% 8
2024
Q4 		$6.56M Sell
79,994
-824
-1% -$67.7K 2.37% 8
2024
Q3 		$6.72M Sell
80,818
-1,206
-1% -$99.5K 2.48% 8
2024
Q2 		$6.7M Buy
82,024
+311
+0.4% +$25.3K 2.69% 8
2024
Q1 		$6.68M Buy
81,713
+2,548
+3% +$209K 2.78% 8
2023
Q4 		$6.49M Sell
79,165
-4,499
-5% -$366K 2.91% 8
2023
Q3 		$6.77M Sell
83,664
-761
-0.9% -$61.6K 3.43% 8
2023
Q2 		$6.85M Sell
84,425
-2,096
-2% -$171K 3.39% 8
2023
Q1 		$7.11M Buy
86,521
+7,178
+9% +$585K 3.84% 8
2022
Q4 		$6.44M Buy
+79,343
New +$6.44M 6.35% 4

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

Kooman & Associates's SHY Position: Q1 2026 in Review

Kooman & Associates increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 2.5% in Q1 2026, buying an estimated $164K and bringing the position to 79,939 shares worth $6.6M. The position accounts for 1.97% of the portfolio, ranked #8.

Kooman & Associates first reported a position in SHY in Q4 2022 and has held it in 14 quarters since. The position peaked at $7.11M in Q1 2023. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Kooman & Associates held 79,939 shares of iShares 1-3 Year Treasury Bond ETF worth $6.6M as of Q1 2026.
  • Kooman & Associates bought 1,984 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $164K.
  • iShares 1-3 Year Treasury Bond ETF made up 1.97% of Kooman & Associates's portfolio in Q1 2026, its #8 holding.
  • Kooman & Associates first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Kooman & Associates's iShares 1-3 Year Treasury Bond ETF position peaked at $7.11M in Q1 2023.
  • 1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Kooman & Associates's 13F filing for Q1 2026, filed 21 Apr 2026.