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

Objective 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	$1.28M	Buy	15,561 +959	+7%	+$79.4K	1.3%	19
2025 Q4	$1.21M	Sell	14,602 -539	-4%	-$44.7K	1.23%	22
2025 Q3	$1.26M	Sell	15,141 -1,118	-7%	-$92.5K	1.3%	21
2025 Q2	$1.35M	Sell	16,259 -570	-3%	-$47.1K	1.51%	19
2025 Q1	$1.39M	Buy	16,829 +273	+2%	+$22.5K	1.78%	14
2024 Q4	$1.36M	Buy	16,556 +890	+6%	+$73.2K	0.91%	31
2024 Q3	$1.3M	Buy	+15,666	New	+$1.29M	0.77%	37
2024 Q1	$935K	Buy	11,433 +3,066	+37%	+$251K	0.63%	42
2023 Q4	$686K	Buy	+8,367	New	+$680K	0.52%	45

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

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

Objective Capital Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 6.6% in Q1 2026, buying an estimated $79.4K and bringing the position to 15,561 shares worth $1.28M. The position accounts for 1.3% of the portfolio, ranked #19.

Objective Capital Management first reported a position in SHY in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.39M in Q1 2025. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Objective Capital Management held 15,561 shares of iShares 1-3 Year Treasury Bond ETF worth $1.28M as of Q1 2026.
Objective Capital Management bought 959 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $79.4K.
iShares 1-3 Year Treasury Bond ETF made up 1.3% of Objective Capital Management's portfolio in Q1 2026, its #19 holding.
Objective Capital Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and has held it in 9 quarters since.
Objective Capital Management's iShares 1-3 Year Treasury Bond ETF position peaked at $1.39M in Q1 2025.
1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Objective Capital Management's 13F filing for Q1 2026, filed 4 May 2026.