PFM
SHY icon

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
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 $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Potomac Fund Management's SHY Position: Q1 2026 in Review

Potomac Fund Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 4.4% in Q1 2026, buying an estimated $20.5K and bringing the position to 5,852 shares worth $483K. The position accounts for 0.02% of the portfolio, ranked #84.

Potomac Fund Management first reported a position in SHY in Q4 2024 and has held it in 6 quarters since. The position peaked at $967K in Q4 2024. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Potomac Fund Management held 5,852 shares of iShares 1-3 Year Treasury Bond ETF worth $483K as of Q1 2026.
  • Potomac Fund Management bought 248 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $20.5K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.02% of Potomac Fund Management's portfolio in Q1 2026, its #84 holding.
  • Potomac Fund Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Potomac Fund Management's iShares 1-3 Year Treasury Bond ETF position peaked at $967K in Q4 2024.
  • 1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Potomac Fund Management's 13F filing for Q1 2026, filed 14 May 2026.