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Semitam Bonam’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Semitam Bonam’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 		$5.46M Buy
66,497
+2,066
+3% +$170K 4.01% 8
2026
Q1 		$5.32M Buy
64,431
+5,639
+10% +$467K 4.35% 8
2025
Q4 		$4.87M Buy
58,792
+3,775
+7% +$313K 4.05% 8
2025
Q3 		$4.56M Buy
55,017
+676
+1% +$55.9K 4.08% 8
2025
Q2 		$4.5M Buy
+54,341
New +$4.49M 4.24% 8

Other funds holding SHY

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 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

Semitam Bonam's SHY Position: Q2 2026 in Review

Semitam Bonam increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 3.2% in Q2 2026, buying an estimated $170K and bringing the position to 66,497 shares worth $5.46M. The position accounts for 4.01% of the portfolio, ranked #8.

Semitam Bonam first reported a position in SHY in Q2 2025 and has held it in 5 quarters since. 581 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Semitam Bonam held 66,497 shares of iShares 1-3 Year Treasury Bond ETF worth $5.46M as of Q2 2026.
  • Semitam Bonam bought 2,066 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $170K.
  • iShares 1-3 Year Treasury Bond ETF made up 4.01% of Semitam Bonam's portfolio in Q2 2026, its #8 holding.
  • Semitam Bonam first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 581 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Semitam Bonam's 13F filing for Q2 2026, filed 24 Jul 2026.