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

Sollinda Capital 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	$18.5M	Buy	225,674 +222,388	+6,768%	+$18.3M	3.96%	8
2026 Q1	$271K	Hold	3,286	–	–	0.07%	65
2025 Q4	$272K	Buy	3,286 +330	+11%	+$27.4K	0.07%	64
2025 Q3	$245K	Sell	2,956 -816	-22%	-$67.5K	0.07%	61
2025 Q2	$313K	Buy	3,772 +761	+25%	+$62.8K	0.08%	70
2025 Q1	$249K	Sell	3,011 -200	-6%	-$16.4K	0.07%	60
2024 Q4	$263K	Hold	3,211	–	–	0.07%	58
2024 Q3	$267K	Sell	3,211 -20	-0.6%	-$1.65K	0.08%	52
2024 Q2	$264K	Sell	3,231 -3,155	-49%	-$257K	0.08%	50
2024 Q1	$522K	Sell	6,386 -6,310	-50%	-$516K	0.16%	33
2023 Q4	$1.04M	Buy	+12,696	New	+$1.03M	0.29%	25

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

Sollinda Capital Management's SHY Position: Q2 2026 in Review

Sollinda Capital Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 6,768% in Q2 2026, buying an estimated $18.3M and bringing the position to 225,674 shares worth $18.5M. The position accounts for 3.96% of the portfolio, ranked #8.

Sollinda Capital Management first reported a position in SHY in Q4 2023 and has held it in 11 quarters since. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Sollinda Capital Management held 225,674 shares of iShares 1-3 Year Treasury Bond ETF worth $18.5M as of Q2 2026.
Sollinda Capital Management bought 222,388 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $18.3M.
iShares 1-3 Year Treasury Bond ETF made up 3.96% of Sollinda Capital Management's portfolio in Q2 2026, its #8 holding.
Sollinda Capital Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Sollinda Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.