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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
Q2 		$6.75M Buy
82,245
+2,306
+3% +$190K 1.81% 10
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 $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Kooman & Associates's SHY Position: Q2 2026 in Review

Kooman & Associates increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 2.9% in Q2 2026, buying an estimated $190K and bringing the position to 82,245 shares worth $6.75M. The position accounts for 1.81% of the portfolio, ranked #10.

Kooman & Associates first reported a position in SHY in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.11M in Q1 2023. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Kooman & Associates held 82,245 shares of iShares 1-3 Year Treasury Bond ETF worth $6.75M as of Q2 2026.
  • Kooman & Associates bought 2,306 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $190K.
  • iShares 1-3 Year Treasury Bond ETF made up 1.81% of Kooman & Associates's portfolio in Q2 2026, its #10 holding.
  • Kooman & Associates first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Kooman & Associates's iShares 1-3 Year Treasury Bond ETF position peaked at $7.11M in Q1 2023.
  • 1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Kooman & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.