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

Capital Asset 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	$514K	Sell	6,220 -75	-1%	-$6.21K	0.02%	186
2025 Q4	$522K	Buy	6,295 +340	+6%	+$28.2K	0.02%	168
2025 Q3	$494K	Sell	5,955 -285	-5%	-$23.6K	0.02%	177
2025 Q2	$515K	Buy	6,240 +240	+4%	+$19.8K	0.02%	165
2025 Q1	$495K	Sell	6,000 -3,575	-37%	-$294K	0.03%	169
2024 Q4	$785K	Sell	9,575 -1,180	-11%	-$97K	0.04%	153
2024 Q3	$887K	Sell	10,755 -4,465	-29%	-$368K	0.04%	149
2024 Q2	$1.24M	Sell	15,220 -1,011	-6%	-$82.3K	0.07%	127
2024 Q1	$1.32M	Sell	16,231 -465	-3%	-$38.1K	0.08%	121
2023 Q4	$1.37M	Sell	16,696 -19,745	-54%	-$1.6M	0.08%	124
2023 Q3	$2.95M	Sell	36,441 -1,232	-3%	-$99.8K	0.2%	62
2023 Q2	$3.06M	Sell	37,673 -1,156	-3%	-$94.5K	0.21%	56
2023 Q1	$3.19M	Sell	38,829 -2,899	-7%	-$236K	0.24%	49
2022 Q4	$3.39M	Buy	+41,728	New	+$3.39M	0.27%	42
2022 Q3	–	Sell	-45,631	Closed	-$3.78M	–	561
2022 Q2	$3.78M	Buy	45,631 +15,945	+54%	+$1.32M	0.42%	31
2022 Q1	$2.47M	Buy	29,686 +25,866	+677%	+$2.19M	0.26%	57
2021 Q4	$327K	Sell	3,820 -215	-5%	-$18.4K	0.03%	310
2021 Q3	$348K	Buy	4,035 +1,160	+40%	+$100K	0.04%	312
2021 Q2	$248K	Sell	2,875 -252	-8%	-$21.7K	0.03%	395
2021 Q1	$270K	Buy	3,127 +743	+31%	+$64.1K	0.04%	359
2020 Q4	$206K	Sell	2,384 -56	-2%	-$4.84K	0.04%	336
2020 Q3	$211K	Buy	2,440 +24	+1%	+$2.08K	0.04%	290
2020 Q2	$209K	Buy	2,416 +214	+10%	+$18.5K	0.04%	314
2020 Q1	$191K	Sell	2,202 -400	-15%	-$34.2K	0.05%	288
2019 Q4	$221K	Sell	2,602 -968	-27%	-$82K	0.05%	325
2019 Q3	$303K	Buy	+3,570	New	+$303K	0.2%	87
2017 Q3	–	Sell	-20,685	Closed	-$1.75M	–	117
2017 Q2	$1.75M	Buy	+20,685	New	+$1.75M	1.12%	22

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 Asset Advisory Services's SHY Position: Q1 2026 in Review

Capital Asset Advisory Services reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1.2% in Q1 2026, selling an estimated $6.21K and leaving 6,220 shares worth $514K. The position accounts for 0.02% of the portfolio, ranked #186.

Capital Asset Advisory Services first reported a position in SHY in Q2 2017 and has held it in 27 quarters since. The position peaked at $3.78M in Q2 2022. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Capital Asset Advisory Services held 6,220 shares of iShares 1-3 Year Treasury Bond ETF worth $514K as of Q1 2026.
Capital Asset Advisory Services sold 75 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $6.21K.
iShares 1-3 Year Treasury Bond ETF made up 0.02% of Capital Asset Advisory Services's portfolio in Q1 2026, its #186 holding.
Capital Asset Advisory Services first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2017 and has held it in 27 quarters since.
Capital Asset Advisory Services's iShares 1-3 Year Treasury Bond ETF position peaked at $3.78M in Q2 2022.
1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Capital Asset Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.