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 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 $1.66T 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

Sugar Maple Asset Management's SHY Position: Q1 2026 in Review

Sugar Maple Asset Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.76% in Q1 2026, buying an estimated $49K and bringing the position to 78,918 shares worth $6.52M. The position accounts for 3.96% of the portfolio, ranked #9.

Sugar Maple Asset Management first reported a position in SHY in Q1 2024 and has held it in 9 quarters since. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Sugar Maple Asset Management held 78,918 shares of iShares 1-3 Year Treasury Bond ETF worth $6.52M as of Q1 2026.
Sugar Maple Asset Management bought 592 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $49K.
iShares 1-3 Year Treasury Bond ETF made up 3.96% of Sugar Maple Asset Management's portfolio in Q1 2026, its #9 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 9 quarters since.
1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Sugar Maple Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.