Hickory Point Bank & Trust SHY — ISHARES BARCLAYS 1-3 YEAR TR E

Ownership history in Hickory Point Bank & Trust  ·  4 quarters on record

AI Ownership Summary

Hickory Point Bank & Trust reported ISHARES BARCLAYS 1-3 YEAR TR E (SHY) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q3. Peak portfolio weight reached 0.16% in 2025 Q3. The latest visible filing shows SHY at 0.12% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SHY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hickory Point Bank & Trust's position in ISHARES BARCLAYS 1-3 YEAR TR E, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

SHY was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.16% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Hickory Point Bank & Trust held SHY — position size vs. price
% of Fund (quarterly)    SHY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 2,521 — 0% 0.12% $205K 2026-10-01 $81.10
2026 Q2 UNCHANGED — — — 2,521 — 0% 0.13% $207K 2026-07-17 $81.25
2026 Q1 REDUCED — — — 2,521 -61 -2.4% 0.14% $208K 2026-04-03 $80.90
2025 Q3 INITIATED — — — 2,582 — — 0.16% $214K 2025-10-06 $79.86

FAQ About Hickory Point Bank & Trust and SHY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Hickory Point Bank & Trust reported owning SHY?

Hickory Point Bank & Trust reported SHY across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q3.

What was the largest reported SHY position in Hickory Point Bank & Trust's portfolio?

The largest reported portfolio weight for SHY was 0.16% in 2025 Q3.

What is the latest reported SHY position on this page?

The most recent filing on this page is 2026 Q3, when Hickory Point Bank & Trust reported 2,521 shares, equal to 0.12% of portfolio, with an estimated market value of $205K.

What does the chart on this SHY ownership page compare?

The chart compares Hickory Point Bank & Trust's quarterly SHY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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