M. Kulyk & Associates
SHY icon

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

M. Kulyk & 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
Q3 		$328K Buy
4,040
+209
+5% +$17.1K 0.05% 83
2026
Q2 		$315K Buy
3,831
+212
+6% +$17.4K 0.05% 94
2026
Q1 		$299K Hold
3,619
– – 0.06% 95
2025
Q4 		$300K Hold
3,619
– – 0.06% 87
2025
Q3 		$300K Sell
3,619
-274
-7% -$22.7K 0.06% 81
2025
Q2 		$323K Sell
3,893
-55
-1% -$4.54K 0.07% 80
2025
Q1 		$327K Buy
3,948
+51
+1% +$4.19K 0.07% 71
2024
Q4 		$319K Buy
3,897
+99
+3% +$8.14K 0.07% 78
2024
Q3 		$316K Buy
3,798
+62
+2% +$5.12K 0.06% 87
2024
Q2 		$305K Buy
3,736
+119
+3% +$9.7K 0.07% 84
2024
Q1 		$296K Buy
3,617
+113
+3% +$9.25K 0.07% 88
2023
Q4 		$287K Buy
3,504
+7
+0.2% +$569 0.07% 86
2023
Q3 		$283K Buy
3,497
+35
+1% +$2.83K 0.08% 80
2023
Q2 		$281K Buy
3,462
+61
+2% +$4.99K 0.08% 89
2023
Q1 		$279K Buy
3,401
+246
+8% +$20.1K 0.08% 90
2022
Q4 		$256K Buy
3,155
+38
+1% +$3.08K 0.09% 88
2022
Q3 		$253K Buy
+3,117
New +$257K 0.09% 86

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

M. Kulyk & Associates's SHY Position: Q3 2026 in Review

M. Kulyk & Associates increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 5.5% in Q3 2026, buying an estimated $17.1K and bringing the position to 4,040 shares worth $328K. The position accounts for 0.05% of the portfolio, ranked #83.

M. Kulyk & Associates first reported a position in SHY in Q3 2022 and has held it in 17 quarters since. 1,105 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

  • M. Kulyk & Associates held 4,040 shares of iShares 1-3 Year Treasury Bond ETF worth $328K as of Q3 2026.
  • M. Kulyk & Associates bought 209 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $17.1K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.05% of M. Kulyk & Associates's portfolio in Q3 2026, its #83 holding.
  • M. Kulyk & Associates first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2022 and has held it in 17 quarters since.
  • 1,105 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on M. Kulyk & Associates's 13F filing for Q3 2026, filed 10 Nov 2026.