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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Objective Capital Management's SHY Position: Q2 2026 in Review

Objective Capital Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 7% in Q2 2026, buying an estimated $90K and bringing the position to 16,655 shares worth $1.37M. The position accounts for 1.21% of the portfolio, ranked #20.

Objective Capital Management first reported a position in SHY in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.39M in Q1 2025. 1,209 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Objective Capital Management held 16,655 shares of iShares 1-3 Year Treasury Bond ETF worth $1.37M as of Q2 2026.
Objective Capital Management bought 1,094 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $90K.
iShares 1-3 Year Treasury Bond ETF made up 1.21% of Objective Capital Management's portfolio in Q2 2026, its #20 holding.
Objective Capital Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
Objective Capital Management's iShares 1-3 Year Treasury Bond ETF position peaked at $1.39M in Q1 2025.
1,209 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Objective Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.