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

Mattern 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 		– Sell
-2,960
Closed -$244K – 171
2026
Q1 		$244K Sell
2,960
-26,022
-90% -$2.15M 0.03% 158
2025
Q4 		$2.4M Buy
28,982
+2,053
+8% +$170K 0.28% 81
2025
Q3 		$2.23M Buy
26,929
+10,584
+65% +$875K 0.26% 86
2025
Q2 		$1.35M Buy
16,345
+5,209
+47% +$430K 0.16% 93
2025
Q1 		$921K Buy
11,136
+3,482
+45% +$286K 0.12% 99
2024
Q4 		$627K Sell
7,654
-147
-2% -$12.1K 0.08% 113
2024
Q3 		$649K Sell
7,801
-477
-6% -$39.4K 0.08% 104
2024
Q2 		$676K Sell
8,278
-23
-0.3% -$1.87K 0.09% 101
2024
Q1 		$679K Sell
8,301
-245
-3% -$20.1K 0.09% 96
2023
Q4 		$701K Sell
8,546
-247
-3% -$20.1K 0.1% 96
2023
Q3 		$712K Sell
8,793
-1,105
-11% -$89.5K 0.12% 95
2023
Q2 		$803K Sell
9,898
-4,991
-34% -$408K 0.13% 93
2023
Q1 		$1.22M Sell
14,889
-65
-0.4% -$5.3K 0.22% 86
2022
Q4 		$1.21M Sell
14,954
-325
-2% -$26.4K 0.22% 87
2022
Q3 		$1.24M Sell
15,279
-1,093
-7% -$90K 0.26% 88
2022
Q2 		$1.35M Sell
16,372
-1,173
-7% -$97.3K 0.27% 87
2022
Q1 		$1.46M Sell
17,545
-8,209
-32% -$694K 0.26% 85
2021
Q4 		$2.2M Sell
25,754
-5,078
-16% -$436K 0.39% 84
2021
Q3 		$2.66M Sell
30,832
-5
-0% -$431 0.52% 81
2021
Q2 		$2.66M Sell
30,837
-21,953
-42% -$1.89M 0.53% 81
2021
Q1 		$4.55M Buy
52,790
+33,112
+168% +$2.86M 0.98% 66
2020
Q4 		$1.7M Sell
19,678
-4,218
-18% -$364K 0.4% 83
2020
Q3 		$2.07M Buy
+23,896
New +$2.07M 0.54% 80

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

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

Mattern Capital Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026, closing a stake of 2,960 shares — an estimated $244K sold.

Mattern Capital Management first reported a position in SHY in Q3 2020 and held it in 23 quarters. The position peaked at $4.55M in Q1 2021. 1,209 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Mattern Capital Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Mattern Capital Management sold 2,960 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $244K.
  • Mattern Capital Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2020 and held it in 23 quarters.
  • Mattern Capital Management's iShares 1-3 Year Treasury Bond ETF position peaked at $4.55M in Q1 2021.
  • 1,209 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Mattern Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.