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

McElhenny Sheffield 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	-1,065,147	Closed	-$87.9M	–	123
2026 Q1	$87.9M	Buy	+1,065,147	New	+$88.2M	21.8%	2
2025 Q3	–	Sell	-176,949	Closed	-$14.7M	–	119
2025 Q2	$14.7M	Buy	+176,949	New	+$14.6M	3.91%	6
2023 Q2	–	Sell	-104,028	Closed	-$8.55M	–	103
2023 Q1	$8.55M	Sell	104,028 -115,623	-53%	-$9.42M	4.5%	6
2022 Q4	$17.8M	Sell	219,651 -23,295	-10%	-$1.89M	8.25%	5
2022 Q3	$19.7M	Sell	242,946 -39,489	-14%	-$3.25M	15.06%	3
2022 Q2	$23.4M	Buy	282,435 +2,176	+0.8%	+$181K	10.89%	3
2022 Q1	$23.4M	Buy	+280,259	New	+$23.7M	8.16%	3

Other funds holding SHY

TFM

TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return

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

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

McElhenny Sheffield Capital Management's SHY Position: Q2 2026 in Review

McElhenny Sheffield Capital Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026, closing a stake of 1,065,147 shares — an estimated $87.9M sold.

McElhenny Sheffield Capital Management first reported a position in SHY in Q1 2022 and held it in 7 quarters. The position peaked at $87.9M in Q1 2026. 409 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

McElhenny Sheffield Capital Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
McElhenny Sheffield Capital Management sold 1,065,147 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $87.9M.
McElhenny Sheffield Capital Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2022 and held it in 7 quarters.
McElhenny Sheffield Capital Management's iShares 1-3 Year Treasury Bond ETF position peaked at $87.9M in Q1 2026.
409 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on McElhenny Sheffield Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.