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Little House Capital’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Little House Capital’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 		$9.57M Buy
115,875
+40,929
+55% +$3.39M 2.47% 12
2025
Q4 		$6.21M Sell
74,946
-3,048
-4% -$253K 1.56% 22
2025
Q3 		$6.47M Buy
77,994
+1,833
+2% +$152K 1.49% 22
2025
Q2 		$6.31M Buy
76,161
+918
+1% +$75.8K 1.58% 22
2025
Q1 		$6.22M Buy
75,243
+43,707
+139% +$3.59M 1.71% 18
2024
Q4 		$2.59M Buy
31,536
+3,083
+11% +$253K 0.74% 36
2024
Q3 		$2.37M Buy
28,453
+245
+0.9% +$20.2K 0.68% 42
2024
Q2 		$2.3M Buy
28,208
+24,310
+624% +$1.98M 0.72% 40
2024
Q1 		$319K Sell
3,898
-82,044
-95% -$6.71M 0.11% 114
2023
Q4 		$7.05M Sell
85,942
-1,915
-2% -$156K 2.57% 7
2023
Q3 		$7.11M Sell
87,857
-20,526
-19% -$1.66M 2.92% 6
2023
Q2 		$8.79M Buy
108,383
+8,729
+9% +$714K 3.73% 6
2023
Q1 		$8.19M Buy
99,654
+16,532
+20% +$1.35M 3.85% 6
2022
Q4 		$6.75M Sell
83,122
-2,559
-3% -$208K 3.34% 8
2022
Q3 		$6.96M Buy
85,681
+7,525
+10% +$619K 3.7% 7
2022
Q2 		$6.47M Buy
78,156
+47,512
+155% +$3.94M 3.48% 7
2022
Q1 		$2.55M Buy
30,644
+7,700
+34% +$651K 1.31% 18
2021
Q4 		$1.96M Buy
22,944
+291
+1% +$25K 1.04% 28
2021
Q3 		$1.95M Sell
22,653
-77
-0.3% -$6.64K 1.14% 30
2021
Q2 		$1.96M Buy
+22,730
New +$1.96M 1.06% 32
2019
Q2 		– Sell
-718
Closed -$60K – 245
2019
Q1 		$60K Buy
+718
New +$60.1K 0.05% 159

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

Little House Capital's SHY Position: Q1 2026 in Review

Little House Capital increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 55% in Q1 2026, buying an estimated $3.39M and bringing the position to 115,875 shares worth $9.57M. The position accounts for 2.47% of the portfolio, ranked #12.

Little House Capital first reported a position in SHY in Q1 2019 and has held it in 21 quarters since. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Little House Capital held 115,875 shares of iShares 1-3 Year Treasury Bond ETF worth $9.57M as of Q1 2026.
  • Little House Capital bought 40,929 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $3.39M.
  • iShares 1-3 Year Treasury Bond ETF made up 2.47% of Little House Capital's portfolio in Q1 2026, its #12 holding.
  • Little House Capital first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2019 and has held it in 21 quarters since.
  • 1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Little House Capital's 13F filing for Q1 2026, filed 7 May 2026.