ACA
SHY icon

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

Atlas 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 		$15.4K Hold
188
– – ﹤0.01% 861
2026
Q1 		$15.5K Hold
188
– – ﹤0.01% 773
2025
Q4 		$15.6K Buy
+188
New +$15.6K ﹤0.01% 728
2025
Q2 		$340K Sell
4,102
-100
-2% -$8.26K 0.04% 315
2025
Q1 		$348K Sell
4,202
-200
-5% -$16.4K 0.04% 317
2024
Q4 		$361K Sell
4,402
-1,298
-23% -$107K 0.05% 303
2024
Q3 		$474K Sell
5,700
-286
-5% -$23.6K 0.07% 228
2024
Q2 		$489K Sell
5,986
-1,282
-18% -$104K 0.06% 231
2024
Q1 		$594K Sell
7,268
-61,261
-89% -$5.01M 0.09% 191
2023
Q4 		$5.62M Sell
68,529
-76,416
-53% -$6.21M 0.81% 32
2023
Q3 		$11.7M Buy
144,945
+716
+0.5% +$58K 1.93% 7
2023
Q2 		$11.7M Buy
144,229
+4,082
+3% +$334K 1.77% 9
2023
Q1 		$11.5M Buy
140,147
+26,577
+23% +$2.17M 1.81% 9
2022
Q4 		$9.22M Buy
113,570
+104,073
+1,096% +$8.44M 1.55% 14
2022
Q3 		$771K Buy
9,497
+354
+4% +$29.1K 0.14% 121
2022
Q2 		$757K Buy
9,143
+1,793
+24% +$149K 0.13% 133
2022
Q1 		$613K Sell
7,350
-394
-5% -$33.3K 0.1% 185
2021
Q4 		$662K Buy
7,744
+5,069
+189% +$435K 0.1% 177
2021
Q3 		$230K Buy
2,675
+175
+7% +$15.1K 0.04% 323
2021
Q2 		$215K Hold
2,500
– – 0.04% 350
2021
Q1 		$216K Hold
2,500
– – 0.04% 319
2020
Q4 		$216K Buy
+2,500
New +$216K 0.05% 294
2020
Q3 		– Sell
-10,158
Closed -$880K – 543
2020
Q2 		$880K Buy
+10,158
New +$880K 0.21% 106

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Atlas Capital Advisors held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 188 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #861.

Atlas Capital Advisors first reported a position in SHY in Q2 2020 and has held it in 23 quarters since. The position peaked at $11.7M in Q3 2023. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Atlas Capital Advisors held 188 shares of iShares 1-3 Year Treasury Bond ETF worth $15.4K as of Q2 2026.
  • Atlas Capital Advisors 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 Atlas Capital Advisors's portfolio in Q2 2026, its #861 holding.
  • Atlas Capital Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2020 and has held it in 23 quarters since.
  • Atlas Capital Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $11.7M in Q3 2023.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

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