Mullooly Asset Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Mullooly Asset 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 Q3	$1.34M	Buy	16,459 +850	+5%	+$69.5K	0.41%	17
2026 Q2	$1.28M	Buy	15,609 +614	+4%	+$50.5K	0.39%	19
2026 Q1	$1.24M	Buy	14,995 +135	+0.9%	+$11.2K	0.46%	17
2025 Q4	$1.23M	Buy	14,860 +1,791	+14%	+$148K	0.45%	17
2025 Q3	$1.08M	Buy	13,069 +1,324	+11%	+$110K	0.42%	18
2025 Q2	$973K	Buy	11,745 +115	+1%	+$9.49K	0.41%	19
2025 Q1	$962K	Buy	+11,630	New	+$956K	0.44%	19

Other funds holding SHY

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Mullooly Asset Management's SHY Position: Q3 2026 in Review

Mullooly Asset Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 5.4% in Q3 2026, buying an estimated $69.5K and bringing the position to 16,459 shares worth $1.34M. The position accounts for 0.41% of the portfolio, ranked #17.

Mullooly Asset Management first reported a position in SHY in Q1 2025 and has held it in 7 quarters since. 1,100 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

Mullooly Asset Management held 16,459 shares of iShares 1-3 Year Treasury Bond ETF worth $1.34M as of Q3 2026.
Mullooly Asset Management bought 850 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $69.5K.
iShares 1-3 Year Treasury Bond ETF made up 0.41% of Mullooly Asset Management's portfolio in Q3 2026, its #17 holding.
Mullooly Asset Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2025 and has held it in 7 quarters since.
1,100 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Mullooly Asset Management's 13F filing for Q3 2026, filed 30 Oct 2026.