AC
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
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 		$3.63M 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 		$1.17M 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

CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Apella Capital's SHY Position: Q2 2026 in Review

Apella Capital reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 15% in Q2 2026, selling an estimated $513K and leaving 35,710 shares worth $2.92M. The position accounts for 0.04% of the portfolio, ranked #225.

Apella Capital first reported a position in SHY in Q1 2020 and has held it in 25 quarters since. The position peaked at $6.08M in Q3 2023. 263 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Apella Capital held 35,710 shares of iShares 1-3 Year Treasury Bond ETF worth $2.92M as of Q2 2026.
  • Apella Capital sold 6,245 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $513K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.04% of Apella Capital's portfolio in Q2 2026, its #225 holding.
  • Apella Capital first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2020 and has held it in 25 quarters since.
  • Apella Capital's iShares 1-3 Year Treasury Bond ETF position peaked at $6.08M in Q3 2023.
  • 263 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.