Semitam Bonam
SHY icon

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
Q3 		$5.92M Buy
72,854
+6,357
+10% +$520K 4.12% 7
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 $59.5B AUM 15.92% 1-Year Est. Return
RPOA Advisors
RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Edge Wealth Management
Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return
TFC Financial Management
TFC Financial Management Boston, Massachusetts $893M AUM 15.25% 1-Year Est. Return
Americana Partners
Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Semitam Bonam's SHY Position: Q3 2026 in Review

Semitam Bonam increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 9.6% in Q3 2026, buying an estimated $520K and bringing the position to 72,854 shares worth $5.92M. The position accounts for 4.12% of the portfolio, ranked #7.

Semitam Bonam first reported a position in SHY in Q2 2025 and has held it in 6 quarters since. 543 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

  • Semitam Bonam held 72,854 shares of iShares 1-3 Year Treasury Bond ETF worth $5.92M as of Q3 2026.
  • Semitam Bonam bought 6,357 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $520K.
  • iShares 1-3 Year Treasury Bond ETF made up 4.12% of Semitam Bonam's portfolio in Q3 2026, its #7 holding.
  • Semitam Bonam first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2025 and has held it in 6 quarters since.
  • 543 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Semitam Bonam's 13F filing for Q3 2026, filed 27 Oct 2026.