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 Q3	$1.58M	Buy	19,494 +2,839	+17%	+$232K	1.42%	17
2026 Q2	$1.37M	Buy	16,655 +1,094	+7%	+$90K	1.21%	20
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

RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return

Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

GTAM

Global Trust Asset Management West Palm Beach, Florida $321M AUM 60.77% 1-Year Est. Return

Objective Capital Management's SHY Position: Q3 2026 in Review

Objective Capital Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 17% in Q3 2026, buying an estimated $232K and bringing the position to 19,494 shares worth $1.58M. The position accounts for 1.42% of the portfolio, ranked #17.

Objective Capital Management first reported a position in SHY in Q4 2023 and has held it in 11 quarters since. 244 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

Objective Capital Management held 19,494 shares of iShares 1-3 Year Treasury Bond ETF worth $1.58M as of Q3 2026.
Objective Capital Management bought 2,839 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $232K.
iShares 1-3 Year Treasury Bond ETF made up 1.42% of Objective Capital Management's portfolio in Q3 2026, its #17 holding.
Objective Capital Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
244 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Objective Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.