Ridgepath 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
Q2
$20.1M Buy
+244,221
New +$20.1M 8.85% 5
2024
Q4
Sell
-6,655
Closed -$553K 51
2024
Q3
$553K Sell
6,655
-620
-9% -$51.2K 0.44% 27
2024
Q2
$594K Sell
7,275
-1,165
-14% -$94.8K 0.58% 24
2024
Q1
$690K Buy
+8,440
New +$691K 0.78% 23

Other funds holding SHY

Ridgepath Capital Management's SHY Position: Q2 2026 in Review

Ridgepath Capital Management opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026: 244,221 shares worth $20.1M. The stake represents 8.85% of the portfolio and ranks #5 among its holdings. This is a return to the name: Ridgepath Capital Management previously reported a position in SHY as recently as Q3 2024.

Ridgepath Capital Management first reported a position in SHY in Q1 2024 and has held it in 4 quarters since. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Ridgepath Capital Management held 244,221 shares of iShares 1-3 Year Treasury Bond ETF worth $20.1M as of Q2 2026.
  • iShares 1-3 Year Treasury Bond ETF was a new Ridgepath Capital Management position in Q2 2026.
  • iShares 1-3 Year Treasury Bond ETF made up 8.85% of Ridgepath Capital Management's portfolio in Q2 2026, its #5 holding.
  • Ridgepath Capital Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2024 and has held it in 4 quarters since.
  • 1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Ridgepath Capital Management's 13F filing for Q2 2026, filed 20 Aug 2026.