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 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 $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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

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

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

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

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

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

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

AlphaCore Capital's SHY Position: Q1 2026 in Review

AlphaCore Capital increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.49% in Q1 2026, buying an estimated $3.06K and bringing the position to 7,563 shares worth $624K. The position accounts for 0.01% of the portfolio, ranked #491.

AlphaCore Capital first reported a position in SHY in Q1 2023 and has held it in 9 quarters since. The position peaked at $890K in Q2 2023. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

AlphaCore Capital held 7,563 shares of iShares 1-3 Year Treasury Bond ETF worth $624K as of Q1 2026.
AlphaCore Capital bought 37 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $3.06K.
iShares 1-3 Year Treasury Bond ETF made up 0.01% of AlphaCore Capital's portfolio in Q1 2026, its #491 holding.
AlphaCore Capital first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2023 and has held it in 9 quarters since.
AlphaCore Capital's iShares 1-3 Year Treasury Bond ETF position peaked at $890K in Q2 2023.
1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.