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

Aptus Capital Advisors’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	$8.37M	Sell	101,922 -3,116	-3%	-$256K	0.06%	262
2026 Q1	$8.67M	Sell	105,038 -93,652	-47%	-$7.75M	0.07%	249
2025 Q4	$16.5M	Buy	198,690 +90,984	+84%	+$7.54M	0.12%	148
2025 Q3	$8.94M	Sell	107,706 -220,561	-67%	-$18.2M	0.07%	227
2025 Q2	$27.2M	Buy	328,267 +194,040	+145%	+$16M	0.22%	92
2025 Q1	$11.1M	Sell	134,227 -40,195	-23%	-$3.31M	0.11%	168
2024 Q4	$14.3M	Buy	174,422 +171,201	+5,315%	+$14.1M	0.15%	119
2024 Q3	$268K	Buy	3,221 +1,584	+97%	+$131K	﹤0.01%	689
2024 Q2	$134K	Sell	1,637 -2	-0.1%	-$163	﹤0.01%	782
2024 Q1	$134K	Sell	1,639 -3,172	-66%	-$260K	﹤0.01%	783
2023 Q4	$395K	Buy	4,811 +4,514	+1,520%	+$367K	0.01%	421
2023 Q3	$24K	Buy	297 +2	+0.7%	+$162	﹤0.01%	736
2023 Q2	$23.9K	Sell	295 -1,050	-78%	-$85.9K	﹤0.01%	639
2023 Q1	$110K	Sell	1,345 -11,830	-90%	-$964K	﹤0.01%	514
2022 Q4	$1.07M	Sell	13,175 -7,494	-36%	-$608K	0.03%	271
2022 Q3	$1.68M	Buy	20,669 +19,286	+1,395%	+$1.59M	0.04%	217
2022 Q2	$114K	Sell	1,383 -119	-8%	-$9.87K	﹤0.01%	412
2022 Q1	$125K	Buy	+1,502	New	+$127K	﹤0.01%	451
2021 Q3	–	Sell	-151	Closed	-$13K	–	601
2021 Q2	$13K	Buy	151 +2	+1%	+$173	﹤0.01%	485
2021 Q1	$13K	Sell	149 -39	-21%	-$3.37K	﹤0.01%	448
2020 Q4	$16K	Buy	+188	New	+$16.2K	﹤0.01%	398
2020 Q2	–	Sell	-766	Closed	-$66K	–	456
2020 Q1	$66K	Buy	+766	New	+$65.4K	0.01%	301
2019 Q1	–	Sell	-279,402	Closed	-$23.4M	–	323
2018 Q4	$23.4M	Buy	+279,402	New	+$23.2M	6.16%	5

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

Aptus Capital Advisors's SHY Position: Q2 2026 in Review

Aptus Capital Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 3% in Q2 2026, selling an estimated $256K and leaving 101,922 shares worth $8.37M. The position accounts for 0.06% of the portfolio, ranked #262.

Aptus Capital Advisors first reported a position in SHY in Q4 2018 and has held it in 23 quarters since. The position peaked at $27.2M in Q2 2025. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Aptus Capital Advisors held 101,922 shares of iShares 1-3 Year Treasury Bond ETF worth $8.37M as of Q2 2026.
Aptus Capital Advisors sold 3,116 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $256K.
iShares 1-3 Year Treasury Bond ETF made up 0.06% of Aptus Capital Advisors's portfolio in Q2 2026, its #262 holding.
Aptus Capital Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and has held it in 23 quarters since.
Aptus Capital Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $27.2M in Q2 2025.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.