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

Avestar 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	–	Sell	-4,413	Closed	-$362K	–	588
2026 Q2	$362K	Buy	4,413 +289	+7%	+$23.8K	0.02%	445
2026 Q1	$341K	Sell	4,124 -101	-2%	-$8.36K	0.02%	417
2025 Q4	$350K	Buy	4,225 +421	+11%	+$34.9K	0.02%	391
2025 Q3	$316K	Buy	+3,804	New	+$315K	0.02%	406
2023 Q3	–	Sell	-2,920	Closed	-$237K	–	383
2023 Q2	$237K	Sell	2,920 -480	-14%	-$39.2K	0.04%	281
2023 Q1	$279K	Hold	3,400	–	–	0.05%	247
2022 Q4	$276K	Hold	3,400	–	–	0.05%	222
2022 Q3	$276K	Hold	3,400	–	–	0.07%	203
2022 Q2	$281K	Hold	3,400	–	–	0.07%	222
2022 Q1	$283K	Hold	3,400	–	–	0.05%	325
2021 Q4	$291K	Hold	3,400	–	–	0.04%	345
2021 Q3	$293K	Hold	3,400	–	–	0.04%	355
2021 Q2	$293K	Hold	3,400	–	–	0.04%	332
2021 Q1	$293K	Buy	3,400 +400	+13%	+$34.5K	0.07%	249
2020 Q4	$259K	Hold	3,000	–	–	0.07%	232
2020 Q3	$259K	Buy	+3,000	New	+$260K	0.09%	179
2019 Q3	–	Sell	-1,449	Closed	-$122K	–	719
2019 Q2	$122K	Buy	1,449 +500	+53%	+$42.1K	0.08%	163
2019 Q1	$79K	Hold	949	–	–	0.05%	225
2018 Q4	$79K	Hold	949	–	–	0.05%	207
2018 Q3	$78K	Hold	949	–	–	0.05%	225
2018 Q2	$79K	Hold	949	–	–	0.05%	233
2018 Q1	$79K	Hold	949	–	–	0.05%	198
2017 Q4	$79K	Buy	+949	New	+$79.8K	0.06%	190

Other funds holding SHY

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Avestar Capital's SHY Position: Q3 2026 in Review

Avestar Capital sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2026, closing a stake of 4,413 shares — an estimated $362K sold.

Avestar Capital first reported a position in SHY in Q4 2017 and held it in 23 quarters. The position peaked at $362K in Q2 2026. 802 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

Avestar Capital reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
Avestar Capital sold 4,413 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $362K.
Avestar Capital first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2017 and held it in 23 quarters.
Avestar Capital's iShares 1-3 Year Treasury Bond ETF position peaked at $362K in Q2 2026.
802 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.