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 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%	331
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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Avestar Capital's SHY Position: Q1 2026 in Review

Avestar Capital reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 2.4% in Q1 2026, selling an estimated $8.36K and leaving 4,124 shares worth $341K. The position accounts for 0.02% of the portfolio, ranked #417.

Avestar Capital first reported a position in SHY in Q4 2017 and has held it in 22 quarters since. The position peaked at $350K in Q4 2025. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Avestar Capital held 4,124 shares of iShares 1-3 Year Treasury Bond ETF worth $341K as of Q1 2026.
Avestar Capital sold 101 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $8.36K.
iShares 1-3 Year Treasury Bond ETF made up 0.02% of Avestar Capital's portfolio in Q1 2026, its #417 holding.
Avestar Capital first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2017 and has held it in 22 quarters since.
Avestar Capital's iShares 1-3 Year Treasury Bond ETF position peaked at $350K in Q4 2025.
1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Avestar Capital's 13F filing for Q1 2026, filed 13 May 2026.