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

Spreng 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 		$642K Hold
7,819
– – 0.23% 46
2026
Q1 		$646K Hold
7,819
– – 0.3% 43
2025
Q4 		$648K Sell
7,819
-850
-10% -$70.5K 0.25% 45
2025
Q3 		$719K Sell
8,669
-718
-8% -$59.4K 0.29% 44
2025
Q2 		$778K Sell
9,387
-591
-6% -$48.8K 0.32% 42
2025
Q1 		$825K Sell
9,978
-410
-4% -$33.7K 0.37% 38
2024
Q4 		$852K Buy
10,388
+140
+1% +$11.5K 0.37% 40
2024
Q3 		$852K Sell
10,248
-18,580
-64% -$1.53M 0.4% 39
2024
Q2 		$2.35M Sell
28,828
-453
-2% -$36.9K 1.22% 18
2024
Q1 		$2.39M Buy
29,281
+172
+0.6% +$14.1K 1.29% 18
2023
Q4 		$2.39M Buy
29,109
+1,461
+5% +$119K 1.5% 13
2023
Q3 		$2.24M Buy
27,648
+11,475
+71% +$929K 1.64% 14
2023
Q2 		$1.31M Buy
16,173
+808
+5% +$66.1K 1.03% 26
2023
Q1 		$1.26M Sell
15,365
-1,200
-7% -$97.8K 1.09% 26
2022
Q4 		$1.34M Sell
16,565
-325
-2% -$26.4K 1.16% 27
2022
Q3 		$1.37M Sell
16,890
-270
-2% -$22.2K 1.21% 26
2022
Q2 		$1.42M Sell
17,160
-610
-3% -$50.6K 1.06% 27
2022
Q1 		$1.48M Sell
17,770
-320
-2% -$27K 0.91% 32
2021
Q4 		$1.55M Sell
18,090
-350
-2% -$30K 0.89% 34
2021
Q3 		$1.59M Sell
18,440
-1,000
-5% -$86.2K 1.02% 28
2021
Q2 		$1.68M Sell
19,440
-35
-0.2% -$3.02K 1.08% 24
2021
Q1 		$1.68M Sell
19,475
-1,488
-7% -$128K 1.17% 23
2020
Q4 		$1.81M Sell
20,963
-350
-2% -$30.2K 1.43% 20
2020
Q3 		$1.84M Hold
21,313
– – 1.74% 17
2020
Q2 		$1.85M Hold
21,313
– – 1.88% 15
2020
Q1 		$1.85M Sell
21,313
-120
-0.6% -$10.2K 2.12% 15
2019
Q4 		$1.81M Buy
+21,433
New +$1.82M 1.68% 18

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

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

Spreng Capital Management held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 7,819 shares worth $642K. The position accounts for 0.23% of the portfolio, ranked #46.

Spreng Capital Management first reported a position in SHY in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.39M in Q1 2024. 581 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Spreng Capital Management held 7,819 shares of iShares 1-3 Year Treasury Bond ETF worth $642K as of Q2 2026.
  • Spreng Capital 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 0.23% of Spreng Capital Management's portfolio in Q2 2026, its #46 holding.
  • Spreng Capital Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Spreng Capital Management's iShares 1-3 Year Treasury Bond ETF position peaked at $2.39M in Q1 2024.
  • 581 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Spreng Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.