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

One 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 		$573K Hold
6,934
– – 0.02% 370
2026
Q1 		$573K Sell
6,934
-181
-3% -$15K 0.02% 367
2025
Q4 		$589K Hold
7,115
– – 0.02% 365
2025
Q3 		$590K Sell
7,115
-30
-0.4% -$2.48K 0.02% 347
2025
Q2 		$592K Sell
7,145
-905
-11% -$74.7K 0.02% 343
2025
Q1 		$666K Sell
8,050
-200
-2% -$16.4K 0.02% 256
2024
Q4 		$676K Sell
8,250
-493
-6% -$40.5K 0.02% 240
2024
Q3 		$727K Sell
8,743
-1,020
-10% -$84.2K 0.02% 246
2024
Q2 		$797K Sell
9,763
-500
-5% -$40.7K 0.03% 232
2024
Q1 		$839K Sell
10,263
-1,475
-13% -$121K 0.03% 188
2023
Q4 		$963K Sell
11,738
-976
-8% -$79.3K 0.04% 184
2023
Q3 		$1.03M Sell
12,714
-1,162
-8% -$94.1K 0.05% 164
2023
Q2 		$1.13M Buy
13,876
+3,282
+31% +$268K 0.05% 166
2023
Q1 		$870K Sell
10,594
-108,743
-91% -$8.86M 0.04% 178
2022
Q4 		$9.69M Buy
119,337
+5,727
+5% +$465K 0.52% 51
2022
Q3 		$9.22M Buy
113,610
+6,918
+6% +$569K 0.54% 51
2022
Q2 		$8.83M Buy
106,692
+21,845
+26% +$1.81M 0.52% 51
2022
Q1 		$7.07M Buy
84,847
+12,510
+17% +$1.06M 0.37% 67
2021
Q4 		$6.19M Buy
72,337
+6,611
+10% +$567K 0.47% 52
2021
Q3 		$5.66M Buy
65,726
+36,261
+123% +$3.13M 0.47% 53
2021
Q2 		$2.54M Buy
+29,465
New +$2.54M 0.23% 96
2015
Q3 		– Sell
-6,325
Closed -$537K – 160
2015
Q2 		$537K Hold
6,325
– – 0.15% 105
2015
Q1 		$537K Buy
6,325
+1,378
+28% +$117K 0.16% 103
2014
Q4 		$418K Buy
4,947
+3,093
+167% +$262K 0.16% 103
2014
Q3 		$157K Buy
+1,854
New +$157K 0.06% 149

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

One Capital Management held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 6,934 shares worth $573K. The position accounts for 0.02% of the portfolio, ranked #370.

One Capital Management first reported a position in SHY in Q3 2014 and has held it in 25 quarters since. The position peaked at $9.69M in Q4 2022. 1,213 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • One Capital Management held 6,934 shares of iShares 1-3 Year Treasury Bond ETF worth $573K as of Q2 2026.
  • One Capital Management left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 1-3 Year Treasury Bond ETF made up 0.02% of One Capital Management's portfolio in Q2 2026, its #370 holding.
  • One Capital Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2014 and has held it in 25 quarters since.
  • One Capital Management's iShares 1-3 Year Treasury Bond ETF position peaked at $9.69M in Q4 2022.
  • 1,213 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on One Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.