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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
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% +$9.82K 2.16% 12
2023
Q4 		$2.34M Buy
+28,571
New +$2.32M 2.39% 11

Other funds holding SHY

CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
MSWM
Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

Camelot Technology Advisors's SHY Position: Q2 2026 in Review

Camelot Technology Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 6.3% in Q2 2026, buying an estimated $105K and bringing the position to 21,394 shares worth $1.76M. The position accounts for 1.18% of the portfolio, ranked #19.

Camelot Technology Advisors first reported a position in SHY in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.35M in Q1 2024. 227 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Camelot Technology Advisors held 21,394 shares of iShares 1-3 Year Treasury Bond ETF worth $1.76M as of Q2 2026.
  • Camelot Technology Advisors bought 1,275 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $105K.
  • iShares 1-3 Year Treasury Bond ETF made up 1.18% of Camelot Technology Advisors's portfolio in Q2 2026, its #19 holding.
  • Camelot Technology Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Camelot Technology Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $2.35M in Q1 2024.
  • 227 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Camelot Technology Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.