Marble Harbor Investment Counsel’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Marble Harbor Investment Counsel’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	$303K	Buy	3,685 +513	+16%	+$42.2K	0.03%	165
2026 Q1	$262K	Hold	3,172	–	–	0.03%	172
2025 Q4	$263K	Buy	3,172 +43	+1%	+$3.56K	0.03%	167
2025 Q3	$260K	Buy	+3,129	New	+$259K	0.03%	172

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Marble Harbor Investment Counsel's SHY Position: Q2 2026 in Review

Marble Harbor Investment Counsel increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 16% in Q2 2026, buying an estimated $42.2K and bringing the position to 3,685 shares worth $303K. The position accounts for 0.03% of the portfolio, ranked #165.

Marble Harbor Investment Counsel first reported a position in SHY in Q3 2025 and has held it in 4 quarters since. 1,216 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Marble Harbor Investment Counsel held 3,685 shares of iShares 1-3 Year Treasury Bond ETF worth $303K as of Q2 2026.
Marble Harbor Investment Counsel bought 513 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $42.2K.
iShares 1-3 Year Treasury Bond ETF made up 0.03% of Marble Harbor Investment Counsel's portfolio in Q2 2026, its #165 holding.
Marble Harbor Investment Counsel first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Marble Harbor Investment Counsel's 13F filing for Q2 2026, filed 7 Aug 2026.