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Leuthold Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Leuthold Group’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 		$12.3M Sell
149,887
-7,115
-5% -$585K 1.24% 11
2026
Q1 		$13M Buy
157,002
+2,043
+1% +$169K 1.38% 14
2025
Q4 		$12.8M Sell
154,959
-5,440
-3% -$451K 1.39% 13
2025
Q3 		$13.3M Sell
160,399
-5,373
-3% -$444K 1.46% 12
2025
Q2 		$13.7M Sell
165,772
-88
-0.1% -$7.26K 1.64% 7
2025
Q1 		$13.7M Buy
165,860
+45,944
+38% +$3.78M 1.78% 6
2024
Q4 		$9.83M Sell
119,916
-20,869
-15% -$1.72M 1.18% 17
2024
Q3 		$11.7M Sell
140,785
-3,007
-2% -$248K 1.3% 19
2024
Q2 		$11.7M Buy
143,792
+560
+0.4% +$45.6K 1.36% 14
2024
Q1 		$11.7M Buy
143,232
+4,128
+3% +$338K 1.32% 16
2023
Q4 		$11.4M Sell
139,104
-27,789
-17% -$2.26M 1.43% 16
2023
Q3 		$13.5M Sell
166,893
-1,192
-0.7% -$96.5K 1.9% 6
2023
Q2 		$13.6M Buy
168,085
+23,110
+16% +$1.89M 1.77% 7
2023
Q1 		$11.9M Buy
144,975
+25,780
+22% +$2.1M 1.57% 10
2022
Q4 		$9.68M Buy
119,195
+30,117
+34% +$2.44M 1.3% 15
2022
Q3 		$7.23M Buy
89,078
+16,859
+23% +$1.39M 1.09% 22
2022
Q2 		$5.98M Buy
72,219
+38,536
+114% +$3.2M 0.85% 36
2022
Q1 		$2.81M Buy
33,683
+3,191
+10% +$270K 0.36% 111
2021
Q4 		$2.61M Buy
30,492
+1,999
+7% +$171K 0.31% 114
2021
Q3 		$2.46M Hold
28,493
– – 0.3% 110
2021
Q2 		$2.46M Buy
28,493
+18,624
+189% +$1.61M 0.3% 113
2021
Q1 		$851K Hold
9,869
– – 0.11% 122
2020
Q4 		$852K Buy
9,869
+269
+3% +$23.2K 0.11% 124
2020
Q3 		$830K Sell
9,600
-8,370
-47% -$724K 0.11% 118
2020
Q2 		$1.56M Sell
17,970
-2,780
-13% -$241K 0.23% 105
2020
Q1 		$1.8M Sell
20,750
-4,540
-18% -$388K 0.32% 93
2019
Q4 		$2.14M Sell
25,290
-5,135
-17% -$435K 0.28% 106
2019
Q3 		$2.58M Buy
30,425
+8,362
+38% +$709K 0.34% 101
2019
Q2 		$1.87M Hold
22,063
– – 0.24% 120
2019
Q1 		$1.86M Hold
22,063
– – 0.25% 116
2018
Q4 		$1.84M Buy
+22,063
New +$1.83M 0.26% 119

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

Leuthold Group's SHY Position: Q2 2026 in Review

Leuthold Group reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 4.5% in Q2 2026, selling an estimated $585K and leaving 149,887 shares worth $12.3M. The position accounts for 1.24% of the portfolio, ranked #11.

Leuthold Group first reported a position in SHY in Q4 2018 and has held it in 31 quarters since. The position peaked at $13.7M in Q2 2025. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Leuthold Group held 149,887 shares of iShares 1-3 Year Treasury Bond ETF worth $12.3M as of Q2 2026.
  • Leuthold Group sold 7,115 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $585K.
  • iShares 1-3 Year Treasury Bond ETF made up 1.24% of Leuthold Group's portfolio in Q2 2026, its #11 holding.
  • Leuthold Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • Leuthold Group's iShares 1-3 Year Treasury Bond ETF position peaked at $13.7M in Q2 2025.
  • 1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Leuthold Group's 13F filing for Q2 2026, filed 4 Aug 2026.