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Disclosery

Boltwood Capital Management: SHY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Boltwood Capital Management on SHY, newest first. How the timeline and the estimate are built.

Boltwood Capital Management held 88,031 SHY shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 88,031 shares
    Change vs previous 13F +4,611 shares

    1.61% of the 13F portfolio, value $7,148,117.

    13F-HR 0001563690-26-000005 filed by Boltwood Capital Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 83,420 shares
    Change vs previous 13F +95 shares

    1.57% of the 13F portfolio, value $6,849,616.

    13F-HR 0001563690-26-000003 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 83,325 shares
    Change vs previous 13F +4,315 shares

    1.75% of the 13F portfolio, value $6,880,145.

    13F-HR 0001563690-26-000002 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 79,010 shares
    Change vs previous 13F +2,314 shares

    1.7% of the 13F portfolio, value $6,543,608.

    13F-HR 0001563690-26-000001 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 76,696 shares
    Change vs previous 13F +1,136 shares

    1.69% of the 13F portfolio, value $6,362,700.

    13F-HR 0001563690-25-000008 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 75,560 shares
    Change vs previous 13F -100 shares

    1.78% of the 13F portfolio, value $6,260,902.

    13F-HR 0001563690-25-000006 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 75,660 shares
    Change vs previous 13F +3,208 shares

    1.9% of the 13F portfolio, value $6,259,352.

    13F-HR 0001563690-25-000005 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 72,452 shares
    Change vs previous 13F not available

    1.81% of the 13F portfolio, value $5,939,615.

    13F-HR 0001563690-25-000001 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).