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

AlphaCore Capital’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
2026 Q2	$2.7M	Buy	32,843 +25,280	+334%	+$2.08M	0.05%	270
2026 Q1	$624K	Buy	7,563 +37	+0.5%	+$3.06K	0.01%	491
2025 Q4	$623K	Buy	7,526 +7,200	+2,209%	+$597K	0.01%	551
2025 Q3	$27K	Sell	326 -6	-2%	-$496	﹤0.01%	927
2025 Q2	$27.5K	Sell	332 -632	-66%	-$52.2K	﹤0.01%	885
2025 Q1	$79.8K	Buy	+964	New	+$79.3K	0.01%	547
2024 Q1	–	Sell	-5,860	Closed	-$481K	–	342
2023 Q4	$481K	Sell	5,860 -4,337	-43%	-$353K	0.07%	149
2023 Q3	$826K	Sell	10,197 -783	-7%	-$63.4K	0.13%	108
2023 Q2	$890K	Buy	10,980 +1,291	+13%	+$106K	0.14%	106
2023 Q1	$796K	Buy	+9,689	New	+$790K	0.21%	70

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AlphaCore Capital's SHY Position: Q2 2026 in Review

AlphaCore Capital increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 334% in Q2 2026, buying an estimated $2.08M and bringing the position to 32,843 shares worth $2.7M. The position accounts for 0.05% of the portfolio, ranked #270.

AlphaCore Capital first reported a position in SHY in Q1 2023 and has held it in 10 quarters since. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

AlphaCore Capital held 32,843 shares of iShares 1-3 Year Treasury Bond ETF worth $2.7M as of Q2 2026.
AlphaCore Capital bought 25,280 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.08M.
iShares 1-3 Year Treasury Bond ETF made up 0.05% of AlphaCore Capital's portfolio in Q2 2026, its #270 holding.
AlphaCore Capital first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2023 and has held it in 10 quarters since.
1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.