Capital Advisory Group Advisory Services’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Capital Advisory Group Advisory Services’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	–	Sell	-28,838	Closed	-$2.39M	–	128
2025 Q4	$2.39M	Buy	28,838 +494	+2%	+$41K	0.7%	42
2025 Q3	$2.35M	Buy	28,344 +5,467	+24%	+$452K	0.73%	43
2025 Q2	$1.9M	Buy	22,877 +420	+2%	+$34.7K	0.68%	46
2025 Q1	$1.86M	Sell	22,457 -3,820	-15%	-$314K	0.71%	48
2024 Q4	$2.15M	Buy	26,277 +503	+2%	+$41.4K	0.77%	43
2024 Q3	$2.14M	Buy	25,774 +120	+0.5%	+$9.9K	0.85%	39
2024 Q2	$2.09M	Buy	25,654 +3,746	+17%	+$305K	0.9%	35
2024 Q1	$1.79M	Buy	21,908 +832	+4%	+$68.1K	0.85%	33
2023 Q4	$1.73M	Sell	21,076 -94	-0.4%	-$7.64K	0.93%	32
2023 Q3	$1.71M	Sell	21,170 -572	-3%	-$46.3K	0.97%	31
2023 Q2	$1.76M	Buy	21,742 +7,479	+52%	+$612K	1.26%	27
2023 Q1	$1.17M	Buy	14,263 +1,886	+15%	+$154K	0.7%	43
2022 Q4	$1M	Buy	12,377 +139	+1%	+$11.3K	0.68%	44
2022 Q3	$994K	Buy	12,238 +1,831	+18%	+$151K	0.69%	45
2022 Q2	$864K	Buy	10,407 +50	+0.5%	+$4.15K	0.52%	58
2022 Q1	$863K	Buy	10,357 +150	+1%	+$12.7K	0.4%	69
2021 Q4	$873K	Sell	10,207 -40	-0.4%	-$3.43K	0.38%	74
2021 Q3	$883K	Sell	10,247 -9,127	-47%	-$787K	0.32%	75
2021 Q2	$1.67M	Sell	19,374 -14,413	-43%	-$1.24M	0.61%	43
2021 Q1	$2.91M	Sell	33,787 -4,087	-11%	-$353K	1.13%	21
2020 Q4	$3.27M	Sell	37,874 -132	-0.3%	-$11.4K	1.37%	18
2020 Q3	$3.29M	Sell	38,006 -1,488	-4%	-$129K	1.7%	17
2020 Q2	$3.42M	Buy	39,494 +19,050	+93%	+$1.65M	1.91%	14
2020 Q1	$1.77M	Buy	20,444 +20,370	+27,527%	+$1.74M	2.2%	12
2019 Q4	$6K	Hold	74	–	–	﹤0.01%	170
2019 Q3	$6K	Buy	+74	New	+$6.27K	﹤0.01%	333

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

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

Capital Advisory Group Advisory Services's SHY Position: Q1 2026 in Review

Capital Advisory Group Advisory Services sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2026, closing a stake of 28,838 shares — an estimated $2.39M sold.

Capital Advisory Group Advisory Services first reported a position in SHY in Q3 2019 and held it in 26 quarters. The position peaked at $3.42M in Q2 2020. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Capital Advisory Group Advisory Services reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 28,838 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $2.39M.
Capital Advisory Group Advisory Services first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2019 and held it in 26 quarters.
Capital Advisory Group Advisory Services's iShares 1-3 Year Treasury Bond ETF position peaked at $3.42M in Q2 2020.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Capital Advisory Group Advisory Services's 13F filing for Q1 2026, filed 15 Apr 2026.