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Potomac Fund Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Potomac Fund 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 		$286K Sell
3,477
-2,375
-41% -$195K 0.01% 101
2026
Q1 		$483K Buy
5,852
+248
+4% +$20.5K 0.02% 84
2025
Q4 		$464K Sell
5,604
-841
-13% -$69.7K 0.02% 83
2025
Q3 		$535K Sell
6,445
-143
-2% -$11.8K 0.02% 72
2025
Q2 		$543K Sell
6,588
-3,183
-33% -$263K 0.03% 68
2025
Q1 		$808K Sell
9,771
-2,019
-17% -$166K 0.36% 37
2024
Q4 		$967K Buy
+11,790
New +$969K 0.06% 50

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

Potomac Fund Management's SHY Position: Q2 2026 in Review

Potomac Fund Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 41% in Q2 2026, selling an estimated $195K and leaving 3,477 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #101.

Potomac Fund Management first reported a position in SHY in Q4 2024 and has held it in 7 quarters since. The position peaked at $967K in Q4 2024. 1,209 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Potomac Fund Management held 3,477 shares of iShares 1-3 Year Treasury Bond ETF worth $286K as of Q2 2026.
  • Potomac Fund Management sold 2,375 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $195K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.01% of Potomac Fund Management's portfolio in Q2 2026, its #101 holding.
  • Potomac Fund Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Potomac Fund Management's iShares 1-3 Year Treasury Bond ETF position peaked at $967K in Q4 2024.
  • 1,209 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Potomac Fund Management's 13F filing for Q2 2026, filed 13 Aug 2026.