Raleigh Capital Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Raleigh 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	$1.86M	Buy	22,469 +22,468	+2,246,800%	+$1.86M	0.64%	50
2025 Q4	$44	Sell	1 -2	-67%	-$166	﹤0.01%	488
2025 Q3	$209	Sell	3 -7,948	-100%	-$657K	﹤0.01%	419
2025 Q2	$659K	Buy	+7,951	New	+$656K	0.28%	99
2023 Q2	–	Sell	-9,294	Closed	-$764K	–	908
2023 Q1	$764K	Sell	9,294 -11,117	-54%	-$906K	0.38%	86
2022 Q4	$1.66M	Sell	20,411 -2,651	-11%	-$215K	0.86%	35
2022 Q3	$1.87M	Buy	23,062 +2,352	+11%	+$194K	1.1%	23
2022 Q2	$1.71M	Buy	20,710 +1,226	+6%	+$102K	0.97%	28
2022 Q1	$1.62M	Buy	+19,484	New	+$1.65M	0.88%	27

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

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

Raleigh Capital Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 2,246,800% in Q1 2026, buying an estimated $1.86M and bringing the position to 22,469 shares worth $1.86M. The position accounts for 0.64% of the portfolio, ranked #50.

Raleigh Capital Management first reported a position in SHY in Q1 2022 and has held it in 9 quarters since. The position peaked at $1.87M in Q3 2022. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Raleigh Capital Management held 22,469 shares of iShares 1-3 Year Treasury Bond ETF worth $1.86M as of Q1 2026.
Raleigh Capital Management bought 22,468 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.86M.
iShares 1-3 Year Treasury Bond ETF made up 0.64% of Raleigh Capital Management's portfolio in Q1 2026, its #50 holding.
Raleigh Capital Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2022 and has held it in 9 quarters since.
Raleigh Capital Management's iShares 1-3 Year Treasury Bond ETF position peaked at $1.87M in Q3 2022.
1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Raleigh Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.