Sugar Maple Asset Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Sugar Maple Asset 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	$5.89M	Sell	71,729 -7,189	-9%	-$591K	3.8%	8
2026 Q1	$6.52M	Buy	78,918 +592	+0.8%	+$49K	3.96%	9
2025 Q4	$6.49M	Buy	78,326 +6,123	+8%	+$508K	4.36%	8
2025 Q3	$5.99M	Buy	72,203 +3,097	+4%	+$256K	4.29%	7
2025 Q2	$5.73M	Buy	69,106 +1,469	+2%	+$121K	4.46%	7
2025 Q1	$5.6M	Sell	67,637 -9,379	-12%	-$771K	4.4%	7
2024 Q4	$6.31M	Buy	77,016 +1,739	+2%	+$143K	4.8%	6
2024 Q3	$6.26M	Buy	75,277 +15,235	+25%	+$1.26M	5.44%	6
2024 Q2	$4.9M	Buy	60,042 +827	+1%	+$67.3K	4.74%	7
2024 Q1	$4.84M	Buy	+59,215	New	+$4.85M	4.67%	7

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

Sugar Maple Asset Management's SHY Position: Q2 2026 in Review

Sugar Maple Asset Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 9.1% in Q2 2026, selling an estimated $591K and leaving 71,729 shares worth $5.89M. The position accounts for 3.8% of the portfolio, ranked #8.

Sugar Maple Asset Management first reported a position in SHY in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.52M in Q1 2026. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Sugar Maple Asset Management held 71,729 shares of iShares 1-3 Year Treasury Bond ETF worth $5.89M as of Q2 2026.
Sugar Maple Asset Management sold 7,189 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $591K.
iShares 1-3 Year Treasury Bond ETF made up 3.8% of Sugar Maple Asset Management's portfolio in Q2 2026, its #8 holding.
Sugar Maple Asset Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
Sugar Maple Asset Management's iShares 1-3 Year Treasury Bond ETF position peaked at $6.52M in Q1 2026.
1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Sugar Maple Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.