SIC
SHY icon

Samalin Investment Counsel’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Samalin Investment Counsel’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 		$3.4M Buy
41,406
+7,238
+21% +$595K 1.06% 23
2026
Q1 		$2.82M Sell
34,168
-2,225
-6% -$184K 1% 23
2025
Q4 		$3.01M Buy
36,393
+1,288
+4% +$107K 1.07% 19
2025
Q3 		$2.91M Buy
35,105
+2,362
+7% +$195K 1% 17
2025
Q2 		$2.71M Buy
32,743
+392
+1% +$32.4K 1.04% 15
2025
Q1 		$2.68M Sell
32,351
-43
-0.1% -$3.54K 1.08% 15
2024
Q4 		$2.66M Buy
32,394
+290
+0.9% +$23.8K 1.14% 19
2024
Q3 		$2.67M Buy
32,104
+1,351
+4% +$111K 1.16% 15
2024
Q2 		$2.51M Buy
30,753
+1,350
+5% +$110K 1.17% 16
2024
Q1 		$2.4M Buy
29,403
+1,420
+5% +$116K 1.15% 16
2023
Q4 		$2.3M Buy
27,983
+424
+2% +$34.5K 1.16% 15
2023
Q3 		$2.23M Buy
27,559
+5,285
+24% +$428K 1.28% 14
2023
Q2 		$1.81M Buy
22,274
+2,967
+15% +$243K 0.98% 21
2023
Q1 		$1.59M Buy
19,307
+2,682
+16% +$219K 0.96% 23
2022
Q4 		$1.35M Buy
16,625
+416
+3% +$33.8K 0.85% 29
2022
Q3 		$1.32M Sell
16,209
-968
-6% -$79.7K 0.97% 25
2022
Q2 		$1.42M Sell
17,177
-252
-1% -$20.9K 1% 22
2022
Q1 		$1.45M Buy
17,429
+514
+3% +$43.4K 0.88% 26
2021
Q4 		$1.45M Buy
16,915
+1,109
+7% +$95.1K 0.87% 24
2021
Q3 		$1.36M Buy
15,806
+2,044
+15% +$176K 0.89% 22
2021
Q2 		$1.19M Sell
13,762
-1,209
-8% -$104K 0.77% 24
2021
Q1 		$1.29M Buy
14,971
+2,696
+22% +$233K 0.87% 23
2020
Q4 		$1.06M Buy
12,275
+1,242
+11% +$107K 0.8% 28
2020
Q3 		$954K Sell
11,033
-638
-5% -$55.2K 0.85% 25
2020
Q2 		$1.01M Sell
11,671
-778
-6% -$67.4K 1.06% 20
2020
Q1 		$1.08M Buy
12,449
+328
+3% +$28K 1.44% 12
2019
Q4 		$1.02M Buy
+12,121
New +$1.03M 0.86% 22

Other funds holding SHY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Samalin Investment Counsel's SHY Position: Q2 2026 in Review

Samalin Investment Counsel increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 21% in Q2 2026, buying an estimated $595K and bringing the position to 41,406 shares worth $3.4M. The position accounts for 1.06% of the portfolio, ranked #23.

Samalin Investment Counsel first reported a position in SHY in Q4 2019 and has held it in 27 quarters since. 505 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Samalin Investment Counsel held 41,406 shares of iShares 1-3 Year Treasury Bond ETF worth $3.4M as of Q2 2026.
  • Samalin Investment Counsel bought 7,238 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $595K.
  • iShares 1-3 Year Treasury Bond ETF made up 1.06% of Samalin Investment Counsel's portfolio in Q2 2026, its #23 holding.
  • Samalin Investment Counsel first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • 505 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.