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Capasso Planning Partners’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Capasso Planning Partners’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 		$6.17M Buy
74,705
+3,463
+5% +$287K 3.33% 8
2025
Q4 		$5.9M Buy
71,242
+4,932
+7% +$409K 3.23% 8
2025
Q3 		$5.5M Buy
66,310
+7,047
+12% +$583K 3.37% 7
2025
Q2 		$4.91M Sell
59,263
-13,763
-19% -$1.14M 2.78% 7
2025
Q1 		$6.04M Buy
73,026
+6,267
+9% +$515K 2.53% 9
2024
Q4 		$5.47M Buy
66,759
+5,428
+9% +$446K 2.19% 9
2024
Q3 		$5.1M Buy
61,331
+13,760
+29% +$1.14M 1.51% 12
2024
Q2 		$3.88M Buy
47,571
+131
+0.3% +$10.7K 1.26% 15
2024
Q1 		$3.88M Buy
47,440
+987
+2% +$80.8K 1.61% 12
2023
Q4 		$3.81M Buy
46,453
+28,588
+160% +$2.32M 1.78% 13
2023
Q3 		$1.45M Sell
17,865
-374
-2% -$30.3K 0.77% 27
2023
Q2 		$1.48M Buy
18,239
+11,211
+160% +$917K 0.8% 27
2023
Q1 		$577K Buy
7,028
+4
+0.1% +$326 0.34% 49
2022
Q4 		$570K Sell
7,024
-6,280
-47% -$510K 0.36% 48
2022
Q3 		$1.08M Sell
13,304
-23,648
-64% -$1.95M 0.75% 34
2022
Q2 		$3.06M Buy
36,952
+23,904
+183% +$1.98M 2.17% 14
2022
Q1 		$1.09M Buy
13,048
+5,386
+70% +$455K 0.77% 32
2021
Q4 		$655K Buy
+7,662
New +$657K 0.48% 38

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Capasso Planning Partners's SHY Position: Q1 2026 in Review

Capasso Planning Partners increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 4.9% in Q1 2026, buying an estimated $287K and bringing the position to 74,705 shares worth $6.17M. The position accounts for 3.33% of the portfolio, ranked #8.

Capasso Planning Partners first reported a position in SHY in Q4 2021 and has held it in 18 quarters since. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Capasso Planning Partners held 74,705 shares of iShares 1-3 Year Treasury Bond ETF worth $6.17M as of Q1 2026.
  • Capasso Planning Partners bought 3,463 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $287K.
  • iShares 1-3 Year Treasury Bond ETF made up 3.33% of Capasso Planning Partners's portfolio in Q1 2026, its #8 holding.
  • Capasso Planning Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Capasso Planning Partners's 13F filing for Q1 2026, filed 27 May 2026.