CAL
SHY icon

Capital Analysts LLC’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Capital Analysts LLC’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 		$2.65M Buy
32,155
+2,195
+7% +$182K 0.07% 225
2025
Q4 		$2.48M Sell
29,960
-6,843
-19% -$567K 0.07% 217
2025
Q3 		$3.05M Buy
36,803
+5,552
+18% +$459K 0.09% 190
2025
Q2 		$2.59M Sell
31,251
-1,042
-3% -$86K 0.09% 187
2025
Q1 		$2.67M Buy
32,293
+12,875
+66% +$1.06M 0.1% 169
2024
Q4 		$1.59M Sell
19,418
-4,663
-19% -$383K 0.06% 203
2024
Q3 		$2M Buy
24,081
+1,852
+8% +$153K 0.08% 173
2024
Q2 		$1.81M Buy
22,229
+18,089
+437% +$1.47M 0.08% 182
2024
Q1 		$339K Sell
4,140
-3,087
-43% -$253K 0.02% 366
2023
Q4 		$593K Buy
7,227
+1,440
+25% +$117K 0.03% 294
2023
Q3 		$469K Sell
5,787
-8,530
-60% -$691K 0.03% 306
2023
Q2 		$1.16M Sell
14,317
-84,112
-85% -$6.88M 0.06% 207
2023
Q1 		$8.09M Buy
98,429
+94,611
+2,478% +$7.71M 0.46% 44
2022
Q4 		$310K Sell
3,818
-21,052
-85% -$1.71M 0.02% 352
2022
Q3 		$2.02M Sell
24,870
-24,391
-50% -$2.01M 0.14% 142
2022
Q2 		$4.08M Buy
+49,261
New +$4.09M 0.28% 78
2020
Q1 		– Sell
-599
Closed -$51K – 729
2019
Q4 		$51K Buy
599
+4
+0.7% +$339 0.01% 394
2019
Q3 		$50K Buy
595
+3
+0.5% +$254 0.01% 384
2019
Q2 		$50K Buy
592
+4
+0.7% +$337 0.01% 369
2019
Q1 		$49K Buy
+588
New +$49.2K 0.01% 354
2017
Q3 		– Sell
-541
Closed -$45.7K – 463
2017
Q2 		$45.7K Buy
+541
New +$45.7K 0.01% 314
2016
Q1 		– Sell
-596
Closed -$50.3K – 411
2015
Q4 		$50.3K Hold
596
– – 0.01% 271
2015
Q3 		$50.7K Hold
596
– – 0.01% 277
2015
Q2 		$50.6K Buy
+596
New +$50.6K 0.01% 275

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

Capital Analysts LLC's SHY Position: Q1 2026 in Review

Capital Analysts LLC increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 7.3% in Q1 2026, buying an estimated $182K and bringing the position to 32,155 shares worth $2.65M. The position accounts for 0.07% of the portfolio, ranked #225.

Capital Analysts LLC first reported a position in SHY in Q2 2015 and has held it in 24 quarters since. The position peaked at $8.09M in Q1 2023. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Capital Analysts LLC held 32,155 shares of iShares 1-3 Year Treasury Bond ETF worth $2.65M as of Q1 2026.
  • Capital Analysts LLC bought 2,195 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $182K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.07% of Capital Analysts LLC's portfolio in Q1 2026, its #225 holding.
  • Capital Analysts LLC first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2015 and has held it in 24 quarters since.
  • Capital Analysts LLC's iShares 1-3 Year Treasury Bond ETF position peaked at $8.09M in Q1 2023.
  • 1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.