Pointe Capital Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.79M | Buy |
118,543
+9,295
| +9% | +$769K | 4.85% | 4 |
|
|
2025
Q4 | $9.05M | Buy |
109,248
+20,441
| +23% | +$1.69M | 4.49% | 4 |
|
|
2025
Q3 | $7.37M | Buy |
88,807
+3,132
| +4% | +$259K | 3.6% | 4 |
|
|
2025
Q2 | $7.1M | Buy |
85,675
+392
| +0.5% | +$32.4K | 3.69% | 5 |
|
|
2025
Q1 | $7.06M | Buy |
85,283
+2,789
| +3% | +$229K | 4.13% | 5 |
|
|
2024
Q4 | $6.76M | Buy |
82,494
+2,060
| +3% | +$169K | 3.89% | 5 |
|
|
2024
Q3 | $6.69M | Buy |
80,434
+4,885
| +6% | +$403K | 3.9% | 5 |
|
|
2024
Q2 | $6.17M | Sell |
75,549
-1,424
| -2% | -$116K | 3.83% | 5 |
|
|
2024
Q1 | $6.29M | Buy |
76,973
+5,749
| +8% | +$470K | 3.85% | 5 |
|
|
2023
Q4 | $5.84M | Buy |
71,224
+12
| +0% | +$975 | 4.06% | 4 |
|
|
2023
Q3 | $5.77M | Buy |
71,212
+710
| +1% | +$57.5K | 4.26% | 5 |
|
|
2023
Q2 | $5.72M | Buy |
70,502
+5,285
| +8% | +$432K | 4.32% | 4 |
|
|
2023
Q1 | $5.36M | Sell |
65,217
-4,911
| -7% | -$400K | 3.85% | 4 |
|
|
2022
Q4 | $5.69M | Sell |
70,128
-5,073
| -7% | -$412K | 4.37% | 3 |
|
|
2022
Q3 | $6.11M | Buy |
75,201
+245
| +0.3% | +$20.2K | 4.88% | 4 |
|
|
2022
Q2 | $6.21M | Buy |
74,956
+580
| +0.8% | +$48.1K | 4.63% | 4 |
|
|
2022
Q1 | $6.2M | Sell |
74,376
-638
| -0.9% | -$53.9K | 3.96% | 5 |
|
|
2021
Q4 | $6.42M | Buy |
75,014
+5,069
| +7% | +$435K | 3.91% | 5 |
|
|
2021
Q3 | $6.03M | Buy |
69,945
+11,118
| +19% | +$958K | 4.18% | 4 |
|
|
2021
Q2 | $5.07M | Buy |
58,827
+10,976
| +23% | +$947K | 3.57% | 5 |
|
|
2021
Q1 | $4.13M | Buy |
47,851
+4,712
| +11% | +$407K | 2.92% | 9 |
|
|
2020
Q4 | $3.73M | Buy |
43,139
+406
| +1% | +$35.1K | 3.18% | 7 |
|
|
2020
Q3 | $3.7M | Sell |
42,733
-837
| -2% | -$72.4K | 3.23% | 6 |
|
|
2020
Q2 | $3.77M | Buy |
43,570
+489
| +1% | +$42.4K | 3.39% | 5 |
|
|
2020
Q1 | $3.73M | Buy |
43,081
+8,819
| +26% | +$753K | 3.63% | 6 |
|
|
2019
Q4 | $2.9M | Buy |
34,262
+5,071
| +17% | +$430K | 2.43% | 8 |
|
|
2019
Q3 | $2.48M | Buy |
29,191
+2,745
| +10% | +$233K | 2.1% | 12 |
|
|
2019
Q2 | $2.24M | Buy |
26,446
+2,886
| +12% | +$243K | 1.85% | 13 |
|
|
2019
Q1 | $1.98M | Buy |
23,560
+4,174
| +22% | +$349K | 1.67% | 15 |
|
|
2018
Q4 | $1.62M | Buy |
19,386
+65
| +0.3% | +$5.4K | 1.58% | 15 |
|
|
2018
Q3 | $1.6M | Buy |
19,321
+1,097
| +6% | +$91.3K | 1.27% | 20 |
|
|
2018
Q2 | $1.52M | Sell |
18,224
-1,520
| -8% | -$127K | 1.3% | 20 |
|
|
2018
Q1 | $1.65M | Buy |
+19,744
| New | +$1.65M | 1.42% | 18 |
|
|
2016
Q2 | – | Sell |
-4,570
| Closed | -$389K | – | 154 |
|
|
2016
Q1 | $389K | Buy |
4,570
+1,770
| +63% | +$150K | 0.31% | 101 |
|
|
2015
Q4 | $236K | Hold |
2,800
| – | – | 0.17% | 129 |
|
|
2015
Q3 | $238K | Hold |
2,800
| – | – | 0.15% | 142 |
|
|
2015
Q2 | $238K | Hold |
2,800
| – | – | 0.11% | 152 |
|
|
2015
Q1 | $238K | Buy |
+2,800
| New | +$237K | 0.11% | 145 |
|
Other funds holding SHY
Pointe Capital Management's SHY Position: Q1 2026 in Review
Pointe Capital Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 8.5% in Q1 2026, buying an estimated $769K and bringing the position to 118,543 shares worth $9.79M. The position accounts for 4.85% of the portfolio, ranked #4.
Pointe Capital Management first reported a position in SHY in Q1 2015 and has held it in 38 quarters since. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.
- Pointe Capital Management held 118,543 shares of iShares 1-3 Year Treasury Bond ETF worth $9.79M as of Q1 2026.
- Pointe Capital Management bought 9,295 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $769K.
- iShares 1-3 Year Treasury Bond ETF made up 4.85% of Pointe Capital Management's portfolio in Q1 2026, its #4 holding.
- Pointe Capital Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2015 and has held it in 38 quarters since.
- 1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.
Based on Pointe Capital Management's 13F filing for Q1 2026, filed 15 May 2026.