Summa Corp’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Summa Corp’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	$1.15M	Buy	13,985 +3,295	+31%	+$273K	0.48%	27
2025 Q4	$885K	Buy	10,690 +1,000	+10%	+$82.9K	0.38%	27
2025 Q3	$804K	Hold	9,690	–	–	0.35%	29
2025 Q2	$803K	Buy	9,690 +3,690	+62%	+$305K	0.42%	24
2025 Q1	$496K	Hold	6,000	–	–	0.29%	38
2024 Q4	$492K	Hold	6,000	–	–	0.24%	39
2024 Q3	$499K	Hold	6,000	–	–	0.24%	38
2024 Q2	$490K	Hold	6,000	–	–	0.24%	38
2024 Q1	$491K	Hold	6,000	–	–	0.27%	37
2023 Q4	$492K	Buy	+6,000	New	+$488K	0.34%	36

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

Summa Corp's SHY Position: Q1 2026 in Review

Summa Corp increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 31% in Q1 2026, buying an estimated $273K and bringing the position to 13,985 shares worth $1.15M. The position accounts for 0.48% of the portfolio, ranked #27.

Summa Corp first reported a position in SHY in Q4 2023 and has held it in 10 quarters since. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Summa Corp held 13,985 shares of iShares 1-3 Year Treasury Bond ETF worth $1.15M as of Q1 2026.
Summa Corp bought 3,295 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $273K.
iShares 1-3 Year Treasury Bond ETF made up 0.48% of Summa Corp's portfolio in Q1 2026, its #27 holding.
Summa Corp first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Summa Corp's 13F filing for Q1 2026, filed 30 Apr 2026.