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

MV 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 Q1	$2.09M	Buy	25,270 +1,636	+7%	+$135K	0.2%	79
2025 Q4	$1.96M	Sell	23,634 -2,442	-9%	-$202K	0.19%	78
2025 Q3	$2.16M	Buy	26,076 +550	+2%	+$45.5K	0.21%	78
2025 Q2	$2.12M	Sell	25,526 -45	-0.2%	-$3.71K	0.22%	78
2025 Q1	$2.12M	Buy	25,571 +3,184	+14%	+$262K	0.23%	76
2024 Q4	$1.84M	Buy	22,387 +1,622	+8%	+$133K	0.2%	80
2024 Q3	$1.73M	Buy	20,765 +696	+3%	+$57.4K	0.18%	82
2024 Q2	$1.64M	Buy	20,069 +713	+4%	+$58K	0.18%	81
2024 Q1	$1.58M	Buy	+19,356	New	+$1.58M	0.18%	81
2022 Q2	–	Sell	-9,012	Closed	-$751K	–	708
2022 Q1	$751K	Hold	9,012	–	–	0.11%	91
2021 Q4	$771K	Hold	9,012	–	–	0.11%	83
2021 Q3	$776K	Hold	9,012	–	–	0.13%	85
2021 Q2	$776K	Hold	9,012	–	–	0.13%	85
2021 Q1	$777K	Hold	9,012	–	–	0.14%	80
2020 Q4	$778K	Hold	9,012	–	–	0.15%	76
2020 Q3	$780K	Hold	9,012	–	–	0.16%	65
2020 Q2	$781K	Buy	+9,012	New	+$781K	0.18%	55
2018 Q2	–	Sell	-24	Closed	-$2K	–	366
2018 Q1	$2K	Sell	24 -18,696	-100%	-$1.56M	﹤0.01%	344
2017 Q4	$1.57M	Sell	18,720 -972	-5%	-$81.8K	0.43%	33
2017 Q3	$1.66M	Sell	19,692 -1,190	-6%	-$101K	0.47%	33
2017 Q2	$1.76M	Sell	20,882 -4,873	-19%	-$412K	0.52%	33
2017 Q1	$2.18M	Sell	25,755 -41,145	-62%	-$3.47M	0.69%	30
2016 Q4	$5.65M	Sell	66,900 -22,731	-25%	-$1.92M	2.03%	10
2016 Q3	$7.62M	Buy	89,631 +82,310	+1,124%	+$7M	2.77%	10
2016 Q2	$625K	Buy	7,321 +2,010	+38%	+$171K	0.23%	43
2016 Q1	$452K	Buy	5,311 +1,629	+44%	+$138K	0.18%	51
2015 Q4	$311K	Buy	3,682 +1,540	+72%	+$130K	0.12%	69
2015 Q3	$182K	Hold	2,142	–	–	0.08%	81
2015 Q2	$182K	Hold	2,142	–	–	0.07%	85
2015 Q1	$182K	Buy	2,142 +176	+9%	+$14.9K	0.08%	76
2014 Q4	$166K	Buy	+1,966	New	+$166K	0.08%	79

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MV Capital Management's SHY Position: Q1 2026 in Review

MV Capital Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 6.9% in Q1 2026, buying an estimated $135K and bringing the position to 25,270 shares worth $2.09M. The position accounts for 0.2% of the portfolio, ranked #79.

MV Capital Management first reported a position in SHY in Q4 2014 and has held it in 31 quarters since. The position peaked at $7.62M in Q3 2016. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

MV Capital Management held 25,270 shares of iShares 1-3 Year Treasury Bond ETF worth $2.09M as of Q1 2026.
MV Capital Management bought 1,636 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $135K.
iShares 1-3 Year Treasury Bond ETF made up 0.2% of MV Capital Management's portfolio in Q1 2026, its #79 holding.
MV Capital Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2014 and has held it in 31 quarters since.
MV Capital Management's iShares 1-3 Year Treasury Bond ETF position peaked at $7.62M in Q3 2016.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on MV Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.