Capital Advisors Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Capital Advisors Wealth Management’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
2025 Q4	–	Sell	-6,733	Closed	-$559K	–	224
2025 Q3	$559K	Buy	6,733 +1,550	+30%	+$128K	0.08%	117
2025 Q2	$429K	Buy	+5,183	New	+$428K	0.07%	126
2023 Q1	–	Sell	-2,617	Closed	-$212K	–	149
2022 Q4	$212K	Buy	+2,617	New	+$212K	0.06%	118
2021 Q4	–	Sell	-2,796	Closed	-$241K	–	122
2021 Q3	$241K	Sell	2,796 -5,601	-67%	-$483K	0.09%	91
2021 Q2	$723K	Sell	8,397 -2,760	-25%	-$238K	0.27%	48
2021 Q1	$962K	Buy	+11,157	New	+$963K	0.42%	43

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

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

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

Capital Advisors Wealth Management's SHY Position: Q4 2025 in Review

Capital Advisors Wealth Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2025, closing a stake of 6,733 shares — an estimated $559K sold.

Capital Advisors Wealth Management first reported a position in SHY in Q1 2021 and held it in 6 quarters. The position peaked at $962K in Q1 2021. 1,203 funds tracked by Wall St. Rank hold SHY as of Q4 2025.

Capital Advisors Wealth Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Capital Advisors Wealth Management sold 6,733 iShares 1-3 Year Treasury Bond ETF shares in Q4 2025, an estimated $559K.
Capital Advisors Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2021 and held it in 6 quarters.
Capital Advisors Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $962K in Q1 2021.
1,203 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2025.

Based on Capital Advisors Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.