Scopus Asset Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Scopus Asset 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 Q2	$49.7M	Hold	605,726	–	–	0.7%	40
2026 Q1	$50M	Hold	605,726	–	–	0.87%	27
2025 Q4	$50.2M	Hold	605,726	–	–	0.82%	29
2025 Q3	$50.3M	Hold	605,726	–	–	0.68%	44
2025 Q2	$50.2M	Sell	605,726 -13,274	-2%	-$1.1M	0.84%	33
2025 Q1	$51.2M	Hold	619,000	–	–	1.01%	27
2024 Q4	$50.7M	Hold	619,000	–	–	1.21%	19
2024 Q3	$51.5M	Hold	619,000	–	–	0.91%	27
2024 Q2	$50.5M	Hold	619,000	–	–	1.02%	27
2024 Q1	$50.6M	Hold	619,000	–	–	1.05%	18
2023 Q4	$50.8M	Buy	+619,000	New	+$50.3M	1.28%	15

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

Scopus Asset Management's SHY Position: Q2 2026 in Review

Scopus Asset Management held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 605,726 shares worth $49.7M. The position accounts for 0.7% of the portfolio, ranked #40.

Scopus Asset Management first reported a position in SHY in Q4 2023 and has held it in 11 quarters since. The position peaked at $51.5M in Q3 2024. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Scopus Asset Management held 605,726 shares of iShares 1-3 Year Treasury Bond ETF worth $49.7M as of Q2 2026.
Scopus Asset Management left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.7% of Scopus Asset Management's portfolio in Q2 2026, its #40 holding.
Scopus Asset Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
Scopus Asset Management's iShares 1-3 Year Treasury Bond ETF position peaked at $51.5M in Q3 2024.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Scopus Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.