Sierra Capital’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Sierra Capital’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 Q1	$679K	Hold	8,285	–	–	0.07%	152
2025 Q4	$688K	Hold	8,285	–	–	0.07%	144
2025 Q3	$687K	Hold	8,285	–	–	0.08%	157
2025 Q2	$683K	Hold	8,285	–	–	0.08%	148
2025 Q1	$685K	Hold	8,285	–	–	0.08%	142
2024 Q4	$679K	Sell	8,285 -1,793	-18%	-$147K	0.08%	142
2024 Q3	$838K	Hold	10,078	–	–	0.1%	131
2024 Q2	$823K	Hold	10,078	–	–	0.11%	121
2024 Q1	$824K	Buy	+10,078	New	+$825K	0.11%	124
2023 Q1	–	Sell	-1,793	Closed	-$146K	–	494
2022 Q4	$146K	Sell	1,793 -13,122	-88%	-$1.06M	0.03%	201
2022 Q3	$1.21M	Sell	14,915 -730	-5%	-$60.1K	0.23%	89
2022 Q2	$1.29M	Sell	15,645 -764	-5%	-$63.4K	0.23%	87
2022 Q1	$1.37M	Hold	16,409	–	–	0.22%	97
2021 Q4	$1.4M	Buy	16,409 +1,415	+9%	+$121K	0.21%	98
2021 Q3	$1.29M	Sell	14,994 -2,381	-14%	-$205K	0.22%	101
2021 Q2	$1.5M	Sell	17,375 -3,857	-18%	-$333K	0.28%	90
2021 Q1	$1.83M	Buy	+21,232	New	+$1.83M	0.34%	74

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sierra Capital's SHY Position: Q1 2026 in Review

Sierra Capital held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q1 2026 at 8,285 shares worth $679K. The position accounts for 0.07% of the portfolio, ranked #152.

Sierra Capital first reported a position in SHY in Q1 2021 and has held it in 17 quarters since. The position peaked at $1.83M in Q1 2021. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Sierra Capital held 8,285 shares of iShares 1-3 Year Treasury Bond ETF worth $679K as of Q1 2026.
Sierra Capital left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.07% of Sierra Capital's portfolio in Q1 2026, its #152 holding.
Sierra Capital first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2021 and has held it in 17 quarters since.
Sierra Capital's iShares 1-3 Year Treasury Bond ETF position peaked at $1.83M in Q1 2021.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Sierra Capital's 13F filing for Q1 2026, filed 15 May 2026.