Hutchens & Kramer Investment Management Group, LLC SHY — ISHARES 1-3 YEAR TREASURY BOND ETF

Ownership history in Hutchens & Kramer Investment Management Group, LLC  ·  18 quarters on record

AI Ownership Summary

Hutchens & Kramer Investment Management Group, LLC reported ISHARES 1-3 YEAR TREASURY BOND ETF (SHY) in 18 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.84% in 2024 Q3. The latest visible filing shows SHY at 0.39% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SHY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hutchens & Kramer Investment Management Group, LLC's position in ISHARES 1-3 YEAR TREASURY BOND ETF, 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 Q2

SHY was reported at 0.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.84% in 2024 Q3

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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.

SHY stock page Hutchens & Kramer Investment Management Group, LLC fund profile Hutchens & Kramer Investment Management Group, LLC full holdings
How Hutchens & Kramer Investment Management Group, LLC 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 17,560 +703 +4.2% 0.39% $1.4M 2026-07-09 $81.42
2026 Q1 REDUCED — — — 16,857 -453 -2.6% 0.44% $1.4M 2026-04-15 $81.29
2025 Q4 ADDED — — — 17,310 +1,248 +7.8% 0.50% $1.4M 2026-01-08 $80.93
2025 Q3 ADDED — — — 16,062 +538 +3.5% 0.53% $1.3M 2025-11-03 $80.30
2025 Q2 REDUCED — — — 15,524 -562 -3.5% 0.59% $1.3M 2025-08-05 $79.49
2025 Q1 REDUCED — — — 16,086 -188 -1.2% 0.73% $1.3M 2025-04-25 $78.65
2024 Q4 REDUCED 10.8% +1.6% ❌ 16,274 -1,962 -10.8% 0.72% $1.3M 2025-01-22 $77.18
2024 Q3 REDUCED — — — 18,236 -118 -0.6% 0.84% $1.5M 2024-10-15 $76.82
2024 Q2 ADDED — — — 18,354 +1,082 +6.3% 0.82% $1.5M 2024-07-12 $75.52
2024 Q1 REDUCED 5.3% +0.7% ❌ 17,272 -967 -5.3% 0.83% $1.4M 2024-04-29 $74.14
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SHY

As of 2026 Q2 — sorted by position size

PineBridge Investments Asia Ltd 77.87% CRITERIA CAIXA, S.A.U. 50.3% Santa Clara Valley Transportation Authority 21.26% Broyhill Asset Management, LLC 12.18% Elevate Capital Advisors, LLC 10.6% Birchcreek Wealth Management, LLC 3Y 10.56% Mader & Shannon Wealth Management, Inc. 3Y 7Y 9.67% CVS HEALTH Corp 3Y 9.41% TFC Financial Management, Inc. 3Y 9.34% SYNTAX RESEARCH, INC. 9.19%

FAQ About Hutchens & Kramer Investment Management Group, LLC and SHY

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

How long has Hutchens & Kramer Investment Management Group, LLC reported owning SHY?

Hutchens & Kramer Investment Management Group, LLC reported SHY across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported SHY position in Hutchens & Kramer Investment Management Group, LLC's portfolio?

The largest reported portfolio weight for SHY was 0.84% in 2024 Q3.

What is the latest reported SHY position on this page?

The most recent filing on this page is 2026 Q2, when Hutchens & Kramer Investment Management Group, LLC reported 17,560 shares, equal to 0.39% of portfolio, with an estimated market value of $1.4M.

What does the chart on this SHY ownership page compare?

The chart compares Hutchens & Kramer Investment Management Group, LLC'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.

How well did Hutchens & Kramer Investment Management Group, LLC time their SHY position?

Based on 13F filing dates vs. subsequent SHY price moves, Hutchens & Kramer Investment Management Group, LLC correctly timed 6 out of 17 reported position changes (35%). The annualised alpha on SHY relative to SPY over the holding period was +53.6%.

← Back to Hutchens & Kramer Investment Management Group, LLC Holdings