Core Capital Management & Research, inc.’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Core Capital Management & Research, inc.’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	$15.8M	Buy	+192,124	New	+$15.8M	8.28%	1

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Core Capital Management & Research, inc.'s SHY Position: Q2 2026 in Review

Core Capital Management & Research, inc. opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026: 192,124 shares worth $15.8M. The stake represents 8.28% of the portfolio and ranks #1 among its holdings.

1,211 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Core Capital Management & Research, inc. held 192,124 shares of iShares 1-3 Year Treasury Bond ETF worth $15.8M as of Q2 2026.
iShares 1-3 Year Treasury Bond ETF was a new Core Capital Management & Research, inc. position in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up 8.28% of Core Capital Management & Research, inc.'s portfolio in Q2 2026, its #1 holding.
1,211 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Core Capital Management & Research, inc.'s 13F filing for Q2 2026, filed 9 Sep 2026.