Sugar Maple Asset Management
SHY icon

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
Q3 		$4.15M Sell
51,168
-20,561
-29% -$1.68M 2.37% 11
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

AssetMark Inc
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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

Sugar Maple Asset Management's SHY Position: Q3 2026 in Review

Sugar Maple Asset Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 29% in Q3 2026, selling an estimated $1.68M and leaving 51,168 shares worth $4.15M. The position accounts for 2.37% of the portfolio, ranked #11.

Sugar Maple Asset Management first reported a position in SHY in Q1 2024 and has held it in 11 quarters since. The position peaked at $6.52M in Q1 2026. 570 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

  • Sugar Maple Asset Management held 51,168 shares of iShares 1-3 Year Treasury Bond ETF worth $4.15M as of Q3 2026.
  • Sugar Maple Asset Management sold 20,561 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $1.68M.
  • iShares 1-3 Year Treasury Bond ETF made up 2.37% of Sugar Maple Asset Management's portfolio in Q3 2026, its #11 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 11 quarters since.
  • Sugar Maple Asset Management's iShares 1-3 Year Treasury Bond ETF position peaked at $6.52M in Q1 2026.
  • 570 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Sugar Maple Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.