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 Q2	$362K	Buy	4,413 +289	+7%	+$23.8K	0.02%	444
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 $1.89T 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

Avestar Capital's SHY Position: Q2 2026 in Review

Avestar Capital increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 7% in Q2 2026, buying an estimated $23.8K and bringing the position to 4,413 shares worth $362K. The position accounts for 0.02% of the portfolio, ranked #444.

Avestar Capital first reported a position in SHY in Q4 2017 and has held it in 23 quarters since. 1,211 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Avestar Capital held 4,413 shares of iShares 1-3 Year Treasury Bond ETF worth $362K as of Q2 2026.
Avestar Capital bought 289 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $23.8K.
iShares 1-3 Year Treasury Bond ETF made up 0.02% of Avestar Capital's portfolio in Q2 2026, its #444 holding.
Avestar Capital first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2017 and has held it in 23 quarters since.
1,211 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.