Goelzer Investment Management 13F: New $1.6M Stake in SHY

Goelzer Investment Management has opened a new position in SHY, acquiring 19,619 shares valued at about $1,593,063 in a filing on October 16, 2026. This move comes as part of the fund's strategy to diversify its holdings.

What Changed in Goelzer Investment Management's SHY Position

Goelzer Investment Management's new stake in SHY marks a significant addition, as it previously held no shares. The opening of this position shows the fund is looking to tap into the stable returns offered by this ETF.

Other Institutional Activity in SHY

Currently, there’s no information on other institutional activity in SHY from other funds. This could be an indication of Goelzer Investment Management’s unique approach to investing in this ETF, or simply a lack of recent disclosures from other institutional investors.

iShares 1-3 Year Treasury Bond ETF Stock Holds Steady

SHY was recently trading around $81.33 as of October 16, 2026. The fund's new investment comes at a time when many are looking for safer assets amid market volatility.

Recent Earnings

There are no earnings data available for SHY, as it is an ETF rather than a traditional corporation that publishes earnings reports.

About SHY

SHY, or the iShares 1-3 Year Treasury Bond ETF, is designed to track the performance of short-term U.S. Treasury bonds. This makes it an attractive option for conservative investors seeking steady income without the volatility often seen in equities. Goelzer Investment Management's recent purchase reflects a strategy focused on stability and fixed-income investments.

Bottom Line

Investors should keep an eye on Goelzer Investment Management's future filings for any updates on its position in SHY and other strategic investments. As this filing reflects holdings as of the reporting period, it may not represent the fund's current stance. The next earnings date for SHY won't apply, but continued monitoring of institutional activity is advisable. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.