Timelo Investment Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Timelo Investment 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	–	Sell	-27,100	Closed	-$2.24M	–	57
2026 Q1	$2.24M	Hold	27,100	–	–	1.76%	15
2025 Q4	$2.24M	Hold	27,100	–	–	0.8%	19
2025 Q3	$2.25M	Sell	27,100 -25,000	-48%	-$2.07M	0.84%	12
2025 Q2	$4.32M	Hold	52,100	–	–	5.81%	4
2025 Q1	$4.31M	Sell	52,100 -86,700	-62%	-$7.13M	12.68%	4
2024 Q4	$11.4M	Buy	138,800 +3,800	+3%	+$312K	7.99%	3
2024 Q3	$11.2M	Sell	135,000 -45,000	-25%	-$3.71M	7.02%	2
2024 Q2	$14.7M	Buy	+180,000	New	+$14.6M	8.35%	4

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

Timelo Investment Management's SHY Position: Q2 2026 in Review

Timelo Investment Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026, closing a stake of 27,100 shares — an estimated $2.24M sold.

Timelo Investment Management first reported a position in SHY in Q2 2024 and held it in 8 quarters. The position peaked at $14.7M in Q2 2024. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Timelo Investment Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Timelo Investment Management sold 27,100 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.24M.
Timelo Investment Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2024 and held it in 8 quarters.
Timelo Investment Management's iShares 1-3 Year Treasury Bond ETF position peaked at $14.7M in Q2 2024.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Timelo Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.