Luther King Capital Management (LKCM)’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Hold |
0
| – | – | – | 399 |
|
|
2026
Q1 | – | Hold |
0
| – | – | – | 393 |
|
|
2025
Q4 | – | Hold |
0
| – | – | – | 397 |
|
|
2025
Q3 | – | Hold |
0
| – | – | – | 399 |
|
|
2025
Q2 | – | Hold |
0
| – | – | – | 389 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 379 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 381 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 510 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 517 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 511 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 504 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 399 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 411 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 382 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 391 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 361 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 370 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 376 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 352 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 347 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 356 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 336 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 310 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 285 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 269 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 199 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 258 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 245 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 249 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 233 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 229 |
|
|
2018
Q3 | – | Sell |
-31,875
| Closed | -$2.65M | – | 255 |
|
|
2018
Q2 | $2.66M | Hold |
31,875
| – | – | 0.02% | 260 |
|
|
2018
Q1 | $2.66M | Sell |
31,875
-6,685
| -17% | -$559K | 0.02% | 253 |
|
|
2017
Q4 | $3.23M | Sell |
38,560
-85
| -0.2% | -$7.15K | 0.03% | 243 |
|
|
2017
Q3 | $3.26M | Sell |
38,645
-250
| -0.6% | -$21.1K | 0.03% | 234 |
|
|
2017
Q2 | $3.29M | Hold |
38,895
| – | – | 0.03% | 238 |
|
|
2017
Q1 | $3.29M | Buy |
38,895
+2,710
| +7% | +$229K | 0.03% | 249 |
|
|
2016
Q4 | $3.06M | Sell |
36,185
-17,780
| -33% | -$1.51M | 0.03% | 257 |
|
|
2016
Q3 | $4.59M | Sell |
53,965
-28,860
| -35% | -$2.46M | 0.04% | 236 |
|
|
2016
Q2 | $7.07M | Buy |
82,825
+1,010
| +1% | +$85.8K | 0.07% | 207 |
|
|
2016
Q1 | $6.96M | Sell |
81,815
-565
| -0.7% | -$47.9K | 0.07% | 211 |
|
|
2015
Q4 | $6.95M | Sell |
82,380
-100
| -0.1% | -$8.47K | 0.07% | 220 |
|
|
2015
Q3 | $7.01M | Sell |
82,480
-8,625
| -9% | -$732K | 0.07% | 221 |
|
|
2015
Q2 | $7.73M | Sell |
91,105
-1,600
| -2% | -$136K | 0.07% | 232 |
|
|
2015
Q1 | $7.87M | Sell |
92,705
-92,705
| -50% | -$7.85M | 0.07% | 234 |
|
|
2014
Q4 | $15.7M | Buy |
185,410
+90,790
| +96% | +$7.69M | 0.13% | 183 |
|
|
2014
Q3 | $8M | Sell |
94,620
-820
| -0.9% | -$69.3K | 0.07% | 250 |
|
|
2014
Q2 | $8.07M | Hold |
95,440
| – | – | 0.06% | 253 |
|
|
2014
Q1 | $8.06M | Buy |
95,440
+17,990
| +23% | +$1.52M | 0.07% | 251 |
|
|
2013
Q4 | $6.54M | Sell |
77,450
-6,220
| -7% | -$525K | 0.05% | 271 |
|
|
2013
Q3 | $7.07M | Buy |
83,670
+3,300
| +4% | +$278K | 0.06% | 264 |
|
|
2013
Q2 | $6.77M | Buy |
+80,370
| New | +$6.79M | 0.06% | 254 |
|
Other funds holding SHY
Luther King Capital Management (LKCM)'s SHY Position: Q2 2026 in Review
Luther King Capital Management (LKCM) held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 0 shares worth $1.23M. The position accounts for 0.01% of the portfolio, ranked #399.
Luther King Capital Management (LKCM) first reported a position in SHY in Q2 2013 and has held it in 21 quarters since. The position peaked at $15.7M in Q4 2014. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.
- Luther King Capital Management (LKCM) held 0 shares of iShares 1-3 Year Treasury Bond ETF worth $1.23M as of Q2 2026.
- Luther King Capital Management (LKCM) left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2026.
- iShares 1-3 Year Treasury Bond ETF made up 0.01% of Luther King Capital Management (LKCM)'s portfolio in Q2 2026, its #399 holding.
- Luther King Capital Management (LKCM) first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and has held it in 21 quarters since.
- Luther King Capital Management (LKCM)'s iShares 1-3 Year Treasury Bond ETF position peaked at $15.7M in Q4 2014.
- 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.
Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2026, filed 10 Aug 2026.