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MAI Capital Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

MAI Capital Management’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 		$12.2M Buy
148,847
+24,194
+19% +$1.99M 0.05% 301
2026
Q1 		$10.3M Sell
124,653
-68,748
-36% -$5.69M 0.06% 273
2025
Q4 		$16M Buy
193,401
+72,231
+60% +$5.99M 0.09% 187
2025
Q3 		$10.1M Buy
121,170
+21,488
+22% +$1.78M 0.06% 254
2025
Q2 		$8.26M Buy
99,682
+14,705
+17% +$1.21M 0.06% 265
2025
Q1 		$7.03M Sell
84,977
-2,408
-3% -$198K 0.05% 276
2024
Q4 		$7.16M Buy
+87,385
New +$7.18M 0.05% 276

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

MAI Capital Management's SHY Position: Q2 2026 in Review

MAI Capital Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 19% in Q2 2026, buying an estimated $1.99M and bringing the position to 148,847 shares worth $12.2M. The position accounts for 0.05% of the portfolio, ranked #301.

MAI Capital Management first reported a position in SHY in Q4 2024 and has held it in 7 quarters since. The position peaked at $16M in Q4 2025. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • MAI Capital Management held 148,847 shares of iShares 1-3 Year Treasury Bond ETF worth $12.2M as of Q2 2026.
  • MAI Capital Management bought 24,194 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.99M.
  • iShares 1-3 Year Treasury Bond ETF made up 0.05% of MAI Capital Management's portfolio in Q2 2026, its #301 holding.
  • MAI Capital Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • MAI Capital Management's iShares 1-3 Year Treasury Bond ETF position peaked at $16M in Q4 2025.
  • 1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.