Apella Capital
SHY icon

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

Apella 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
Q3 		$12.4M Buy
152,694
+116,984
+328% +$9.6M 0.16% 111
2026
Q2 		$2.92M Sell
35,710
-6,245
-15% -$513K 0.04% 225
2026
Q1 		$3.47M Buy
41,955
+2,291
+6% +$190K 0.05% 204
2025
Q4 		$3.28M Sell
39,664
-9,538
-19% -$791K 0.06% 165
2025
Q3 		$4.09M Sell
49,202
-1,074
-2% -$88.8K 0.09% 136
2025
Q2 		$4.14M Sell
50,276
-3,002
-6% -$248K 0.11% 121
2025
Q1 		$4.4M Sell
53,278
-8,630
-14% -$710K 0.15% 95
2024
Q4 		$5.08M Sell
61,908
-2,382
-4% -$196K 0.19% 78
2024
Q3 		$5.33M Buy
64,290
+1,119
+2% +$92.3K 0.22% 63
2024
Q2 		$5.16M Sell
63,171
-1,344
-2% -$109K 0.23% 63
2024
Q1 		$5.25M Sell
64,515
-530
-0.8% -$43.4K 0.26% 63
2023
Q4 		$5.33M Sell
65,045
-9,985
-13% -$812K 0.3% 63
2023
Q3 		$6.08M Buy
75,030
+4,240
+6% +$343K 0.43% 49
2023
Q2 		$5.74M Buy
+70,790
New +$5.79M 0.41% 51
2022
Q4 		$4.5M Buy
55,490
+10,728
+24% +$870K 0.41% 52
2022
Q3 		$3.64M Buy
44,762
+6,458
+17% +$531K 0.42% 52
2022
Q2 		$3.17M Buy
38,304
+6,378
+20% +$529K 0.38% 54
2022
Q1 		$2.66M Buy
31,926
+2,202
+7% +$186K 0.37% 48
2021
Q4 		$2.54M Buy
29,724
+5,682
+24% +$487K 0.32% 53
2021
Q3 		$2.07M Buy
24,042
+5,043
+27% +$435K 0.3% 68
2021
Q2 		$1.64M Buy
18,999
+5,490
+41% +$474K 0.27% 69
2021
Q1 		$1.16M Buy
13,509
+1,585
+13% +$137K 0.37% 52
2020
Q4 		$1.03M Sell
11,924
-80
-0.7% -$6.91K 0.36% 60
2020
Q3 		$1.04M Buy
12,004
+578
+5% +$50K 0.42% 56
2020
Q2 		$990K Buy
11,426
+2,192
+24% +$190K 0.46% 52
2020
Q1 		$800K Buy
+9,234
New +$789K 0.47% 52

Other funds holding SHY

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
RPOA Advisors
RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return

Apella Capital's SHY Position: Q3 2026 in Review

Apella Capital increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 328% in Q3 2026, buying an estimated $9.6M and bringing the position to 152,694 shares worth $12.4M. The position accounts for 0.16% of the portfolio, ranked #111.

Apella Capital first reported a position in SHY in Q1 2020 and has held it in 26 quarters since. 994 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

  • Apella Capital held 152,694 shares of iShares 1-3 Year Treasury Bond ETF worth $12.4M as of Q3 2026.
  • Apella Capital bought 116,984 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $9.6M.
  • iShares 1-3 Year Treasury Bond ETF made up 0.16% of Apella Capital's portfolio in Q3 2026, its #111 holding.
  • Apella Capital first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • 994 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.