Allen Capital Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Allen Capital Group’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
2025 Q4	–	Sell	-5,090	Closed	-$422K	–	287
2025 Q3	$422K	Sell	5,090 -1,566	-24%	-$130K	0.04%	202
2025 Q2	$552K	Buy	6,656 +116	+2%	+$9.58K	0.06%	174
2025 Q1	$541K	Hold	6,540	–	–	0.06%	157
2024 Q4	$536K	Hold	6,540	–	–	0.06%	144
2024 Q3	$544K	Sell	6,540 -1,700	-21%	-$140K	0.07%	134
2024 Q2	$673K	Sell	8,240 -2,783	-25%	-$226K	0.09%	116
2024 Q1	$901K	Sell	11,023 -13,877	-56%	-$1.14M	0.13%	105
2023 Q4	$2.04M	Buy	24,900 +22,183	+816%	+$1.8M	0.32%	66
2023 Q3	$219K	Sell	2,717 -120	-4%	-$9.72K	0.04%	155
2023 Q2	$230K	Sell	2,837 -1,050	-27%	-$85.9K	0.04%	159
2023 Q1	$319K	Buy	+3,887	New	+$317K	0.06%	140
2022 Q3	–	Sell	-2,581	Closed	-$214K	–	168
2022 Q2	$214K	Buy	+2,581	New	+$214K	0.04%	149
2021 Q2	–	Sell	-19,329	Closed	-$1.67M	–	163
2021 Q1	$1.67M	Sell	19,329 -134,959	-87%	-$11.7M	0.37%	57
2020 Q4	$13.3M	Buy	154,288 +23,052	+18%	+$1.99M	3.21%	7
2020 Q3	$11.3M	Buy	+131,236	New	+$11.4M	2.85%	11

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Allen Capital Group's SHY Position: Q4 2025 in Review

Allen Capital Group sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2025, closing a stake of 5,090 shares — an estimated $422K sold.

Allen Capital Group first reported a position in SHY in Q3 2020 and held it in 15 quarters. The position peaked at $13.3M in Q4 2020. 1,203 funds tracked by Wall St. Rank hold SHY as of Q4 2025.

Allen Capital Group reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Allen Capital Group sold 5,090 iShares 1-3 Year Treasury Bond ETF shares in Q4 2025, an estimated $422K.
Allen Capital Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2020 and held it in 15 quarters.
Allen Capital Group's iShares 1-3 Year Treasury Bond ETF position peaked at $13.3M in Q4 2020.
1,203 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2025.

Based on Allen Capital Group's 13F filing for Q4 2025, filed 9 Feb 2026.