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

American Capital Advisory’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	$90	Hold	1	–	–	﹤0.01%	1132
2026 Q1	$90	Hold	1	–	–	﹤0.01%	1099
2025 Q4	$90	Hold	1	–	–	﹤0.01%	1012
2025 Q3	$89	Hold	1	–	–	﹤0.01%	970
2025 Q2	$88	Hold	1	–	–	﹤0.01%	847
2025 Q1	$87	Hold	1	–	–	﹤0.01%	786
2024 Q4	$85	Hold	1	–	–	﹤0.01%	457
2024 Q3	$86	Buy	+1	New	+$83	﹤0.01%	460

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

American Capital Advisory's SHY Position: Q2 2026 in Review

American Capital Advisory held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 1 share worth $90. The position accounts for ﹤0.01% of the portfolio, ranked #1132.

American Capital Advisory first reported a position in SHY in Q3 2024 and has held it in 8 quarters since. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

American Capital Advisory held 1 share of iShares 1-3 Year Treasury Bond ETF worth $90 as of Q2 2026.
American Capital Advisory left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of American Capital Advisory's portfolio in Q2 2026, its #1132 holding.
American Capital Advisory first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.