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 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 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

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

One Capital Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 2.5% in Q1 2026, selling an estimated $15K and leaving 6,934 shares worth $573K. The position accounts for 0.02% of the portfolio, ranked #367.

One Capital Management first reported a position in SHY in Q3 2014 and has held it in 24 quarters since. The position peaked at $9.69M in Q4 2022. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

One Capital Management held 6,934 shares of iShares 1-3 Year Treasury Bond ETF worth $573K as of Q1 2026.
One Capital Management sold 181 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $15K.
iShares 1-3 Year Treasury Bond ETF made up 0.02% of One Capital Management's portfolio in Q1 2026, its #367 holding.
One Capital Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2014 and has held it in 24 quarters since.
One Capital Management's iShares 1-3 Year Treasury Bond ETF position peaked at $9.69M in Q4 2022.
1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

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