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Martin Capital Partners’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Martin Capital Partners’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 		$3.7M Sell
45,006
-1,302
-3% -$107K 1.36% 37
2026
Q1 		$3.82M Sell
46,308
-305
-0.7% -$25.2K 1.42% 38
2025
Q4 		$3.86M Sell
46,613
-816
-2% -$67.6K 1.45% 39
2025
Q3 		$3.94M Sell
47,429
-4,012
-8% -$332K 1.53% 36
2025
Q2 		$4.26M Buy
51,441
+21,047
+69% +$1.74M 1.67% 31
2025
Q1 		$2.51M Sell
30,394
-947
-3% -$77.9K 3.01% 8
2024
Q4 		$2.57M Sell
31,341
-13,799
-31% -$1.13M 3.05% 5
2024
Q3 		$3.75M Sell
45,140
-5,732
-11% -$473K 1.85% 31
2024
Q2 		$4.15M Buy
50,872
+583
+1% +$47.4K 1.68% 35
2024
Q1 		$4.11M Sell
50,289
-654
-1% -$53.5K 1.58% 37
2023
Q4 		$4.18M Sell
50,943
-392
-0.8% -$31.9K 1.7% 33
2023
Q3 		$4.16M Buy
51,335
+512
+1% +$41.5K 1.75% 32
2023
Q2 		$4.12M Sell
50,823
-2,226
-4% -$182K 1.67% 33
2023
Q1 		$4.36M Buy
53,049
+1,491
+3% +$122K 1.81% 30
2022
Q4 		$4.18M Buy
51,558
+731
+1% +$59.3K 1.73% 33
2022
Q3 		$4.13M Buy
50,827
+7,407
+17% +$610K 1.91% 28
2022
Q2 		$3.6M Buy
43,420
+126
+0.3% +$10.5K 1.71% 34
2022
Q1 		$3.61M Buy
43,294
+160
+0.4% +$13.5K 1.65% 34
2021
Q4 		$3.69M Buy
43,134
+788
+2% +$67.6K 1.74% 31
2021
Q3 		$3.65M Buy
42,346
+798
+2% +$68.8K 1.84% 30
2021
Q2 		$3.58M Buy
41,548
+3,763
+10% +$325K 1.82% 31
2021
Q1 		$3.26M Buy
37,785
+1,114
+3% +$96.2K 1.73% 30
2020
Q4 		$3.17M Buy
36,671
+4,539
+14% +$392K 1.85% 28
2020
Q3 		$2.78M Buy
32,132
+442
+1% +$38.2K 1.86% 29
2020
Q2 		$2.75M Buy
31,690
+3,209
+11% +$278K 1.93% 27
2020
Q1 		$2.47M Buy
28,481
+1,228
+5% +$105K 1.88% 26
2019
Q4 		$2.31M Buy
27,253
+1,054
+4% +$89.3K 1.36% 40
2019
Q3 		$2.22M Buy
26,199
+910
+4% +$77.1K 1.5% 34
2019
Q2 		$2.14M Buy
25,289
+404
+2% +$34K 1.52% 34
2019
Q1 		$2.09M Buy
24,885
+5,358
+27% +$449K 1.62% 30
2018
Q4 		$1.63M Buy
19,527
+5,557
+40% +$462K 1.51% 32
2018
Q3 		$1.16M Buy
13,970
+815
+6% +$67.8K 1.04% 39
2018
Q2 		$1.1M Sell
13,155
-1,098
-8% -$91.5K 1.12% 37
2018
Q1 		$1.19M Buy
14,253
+2,782
+24% +$232K 1.19% 36
2017
Q4 		$962K Buy
+11,471
New +$965K 1% 36

Other funds holding SHY

CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Martin Capital Partners's SHY Position: Q2 2026 in Review

Martin Capital Partners reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 2.8% in Q2 2026, selling an estimated $107K and leaving 45,006 shares worth $3.7M. The position accounts for 1.36% of the portfolio, ranked #37.

Martin Capital Partners first reported a position in SHY in Q4 2017 and has held it in 35 quarters since. The position peaked at $4.36M in Q1 2023. 319 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Martin Capital Partners held 45,006 shares of iShares 1-3 Year Treasury Bond ETF worth $3.7M as of Q2 2026.
  • Martin Capital Partners sold 1,302 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $107K.
  • iShares 1-3 Year Treasury Bond ETF made up 1.36% of Martin Capital Partners's portfolio in Q2 2026, its #37 holding.
  • Martin Capital Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2017 and has held it in 35 quarters since.
  • Martin Capital Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $4.36M in Q1 2023.
  • 319 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Martin Capital Partners's 13F filing for Q2 2026, filed 7 Jul 2026.