Camelot Technology Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Camelot Technology 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 Q3	$1.91M	Buy	23,555 +2,161	+10%	+$177K	1.28%	18
2026 Q2	$1.76M	Buy	21,394 +1,275	+6%	+$105K	1.18%	19
2026 Q1	$1.66M	Sell	20,119 -2,916	-13%	-$241K	1.2%	20
2025 Q4	$1.91M	Sell	23,035 -397	-2%	-$32.9K	1.42%	18
2025 Q3	$1.94M	Buy	23,432 +140	+0.6%	+$11.6K	1.54%	17
2025 Q2	$1.93M	Buy	23,292 +1,881	+9%	+$155K	1.64%	16
2025 Q1	$1.77M	Sell	21,411 -772	-3%	-$63.5K	1.6%	19
2024 Q4	$1.82M	Sell	22,183 -300	-1%	-$24.7K	1.65%	18
2024 Q3	$1.87M	Sell	22,483 -5,818	-21%	-$480K	1.65%	17
2024 Q2	$2.31M	Sell	28,301 -390	-1%	-$31.7K	2.14%	12
2024 Q1	$2.35M	Buy	28,691 +120	+0.4%	+$9.8K	2.16%	12
2023 Q4	$2.34M	Buy	+28,571	New	+$2.32M	2.39%	11

Other funds holding SHY

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

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

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

TFC Financial Management Boston, Massachusetts $893M AUM 15.25% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

Camelot Technology Advisors's SHY Position: Q3 2026 in Review

Camelot Technology Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 10% in Q3 2026, buying an estimated $177K and bringing the position to 23,555 shares worth $1.91M. The position accounts for 1.28% of the portfolio, ranked #18.

Camelot Technology Advisors first reported a position in SHY in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.35M in Q1 2024. 417 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

Camelot Technology Advisors held 23,555 shares of iShares 1-3 Year Treasury Bond ETF worth $1.91M as of Q3 2026.
Camelot Technology Advisors bought 2,161 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $177K.
iShares 1-3 Year Treasury Bond ETF made up 1.28% of Camelot Technology Advisors's portfolio in Q3 2026, its #18 holding.
Camelot Technology Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and has held it in 12 quarters since.
Camelot Technology Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $2.35M in Q1 2024.
417 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Camelot Technology Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.