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Woodward Diversified Capital’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Woodward Diversified Capital’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 		$501K Sell
6,106
-126
-2% -$10.4K 0.22% 100
2026
Q1 		$515K Buy
6,232
+2,252
+57% +$186K 0.23% 98
2025
Q4 		$330K Sell
3,980
-252
-6% -$20.9K 0.15% 128
2025
Q3 		$351K Sell
4,232
-30
-0.7% -$2.48K 0.16% 127
2025
Q2 		$353K Buy
4,262
+740
+21% +$61.1K 0.18% 117
2025
Q1 		$291K Buy
3,522
+168
+5% +$13.8K 0.21% 102
2024
Q4 		$275K Sell
3,354
-2,091
-38% -$172K 0.2% 97
2024
Q3 		$453K Sell
5,445
-275
-5% -$22.7K 0.29% 97
2024
Q2 		$467K Buy
+5,720
New +$465K 0.27% 92
2024
Q1 		– Sell
-3,424
Closed -$281K – 162
2023
Q4 		$281K Buy
3,424
+580
+20% +$47.1K 0.18% 123
2023
Q3 		$230K Buy
2,844
+92
+3% +$7.45K 0.17% 131
2023
Q2 		$223K Sell
2,752
-1,282
-32% -$105K 0.17% 126
2023
Q1 		$331K Sell
4,034
-28
-0.7% -$2.28K 0.26% 97
2022
Q4 		$330K Buy
+4,062
New +$330K 0.27% 97
2022
Q2 		– Sell
-3,154
Closed -$263K – 151
2022
Q1 		$263K Buy
+3,154
New +$267K 0.17% 127

Other funds holding SHY

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Woodward Diversified Capital's SHY Position: Q2 2026 in Review

Woodward Diversified Capital reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 2% in Q2 2026, selling an estimated $10.4K and leaving 6,106 shares worth $501K. The position accounts for 0.22% of the portfolio, ranked #100.

Woodward Diversified Capital first reported a position in SHY in Q1 2022 and has held it in 15 quarters since. The position peaked at $515K in Q1 2026. 581 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Woodward Diversified Capital held 6,106 shares of iShares 1-3 Year Treasury Bond ETF worth $501K as of Q2 2026.
  • Woodward Diversified Capital sold 126 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $10.4K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.22% of Woodward Diversified Capital's portfolio in Q2 2026, its #100 holding.
  • Woodward Diversified Capital first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2022 and has held it in 15 quarters since.
  • Woodward Diversified Capital's iShares 1-3 Year Treasury Bond ETF position peaked at $515K in Q1 2026.
  • 581 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Woodward Diversified Capital's 13F filing for Q2 2026, filed 28 Jul 2026.