Capital Investment Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $991K | Sell |
11,997
-616
| -5% | -$51K | 0.01% | 344 |
|
|
2025
Q4 | $1.04M | Sell |
12,613
-263
| -2% | -$21.8K | 0.02% | 336 |
|
|
2025
Q3 | $1.07M | Buy |
12,876
+230
| +2% | +$19K | 0.02% | 330 |
|
|
2025
Q2 | $1.05M | Buy |
12,646
+151
| +1% | +$12.5K | 0.02% | 326 |
|
|
2025
Q1 | $1.03M | Sell |
12,495
-266
| -2% | -$21.9K | 0.02% | 314 |
|
|
2024
Q4 | $1.05M | Sell |
12,761
-279
| -2% | -$22.9K | 0.02% | 306 |
|
|
2024
Q3 | $1.08M | Sell |
13,040
-140
| -1% | -$11.6K | 0.02% | 292 |
|
|
2024
Q2 | $1.08M | Sell |
13,180
-121
| -0.9% | -$9.85K | 0.02% | 279 |
|
|
2024
Q1 | $1.09M | Sell |
13,301
-310
| -2% | -$25.4K | 0.03% | 281 |
|
|
2023
Q4 | $1.12M | Sell |
13,611
-372
| -3% | -$30.2K | 0.03% | 260 |
|
|
2023
Q3 | $1.13M | Sell |
13,983
-447
| -3% | -$36.2K | 0.03% | 242 |
|
|
2023
Q2 | $1.17M | Sell |
14,430
-226
| -2% | -$18.5K | 0.04% | 224 |
|
|
2023
Q1 | $1.2M | Sell |
14,656
-616
| -4% | -$50.2K | 0.04% | 222 |
|
|
2022
Q4 | $1.24M | Sell |
15,272
-1,122
| -7% | -$91K | 0.04% | 225 |
|
|
2022
Q3 | $1.33M | Sell |
16,394
-977
| -6% | -$80.4K | 0.05% | 215 |
|
|
2022
Q2 | $1.44M | Buy |
17,371
+663
| +4% | +$55K | 0.05% | 214 |
|
|
2022
Q1 | $1.39M | Sell |
16,708
-4,738
| -22% | -$400K | 0.04% | 226 |
|
|
2021
Q4 | $1.83M | Sell |
21,446
-165
| -0.8% | -$14.2K | 0.06% | 203 |
|
|
2021
Q3 | $1.86M | Sell |
21,611
-852
| -4% | -$73.5K | 0.06% | 195 |
|
|
2021
Q2 | $1.94M | Sell |
22,463
-406
| -2% | -$35K | 0.07% | 189 |
|
|
2021
Q1 | $1.97M | Sell |
22,869
-7,037
| -24% | -$607K | 0.07% | 176 |
|
|
2020
Q4 | $2.58M | Sell |
29,906
-3,480
| -10% | -$301K | 0.11% | 140 |
|
|
2020
Q3 | $2.89M | Buy |
33,386
+6,586
| +25% | +$570K | 0.14% | 113 |
|
|
2020
Q2 | $2.32M | Sell |
26,800
-19,383
| -42% | -$1.68M | 0.12% | 125 |
|
|
2020
Q1 | $4M | Buy |
46,183
+33,754
| +272% | +$2.88M | 0.26% | 86 |
|
|
2019
Q4 | $1.05M | Sell |
12,429
-1,950
| -14% | -$165K | 0.05% | 225 |
|
|
2019
Q3 | $1.22M | Sell |
14,379
-960
| -6% | -$81.4K | 0.06% | 201 |
|
|
2019
Q2 | $1.3M | Sell |
15,339
-7,024
| -31% | -$592K | 0.07% | 192 |
|
|
2019
Q1 | $1.88M | Buy |
22,363
+2,952
| +15% | +$247K | 0.11% | 153 |
|
|
2018
Q4 | $1.62M | Buy |
+19,411
| New | +$1.61M | 0.11% | 152 |
|
|
2018
Q2 | – | Sell |
-3,813
| Closed | -$319K | – | 504 |
|
|
2018
Q1 | $319K | Sell |
3,813
-8
| -0.2% | -$668 | 0.02% | 382 |
|
|
2017
Q4 | $320K | Hold |
3,821
| – | – | 0.02% | 374 |
|
|
2017
Q3 | $323K | Buy |
3,821
+28
| +0.7% | +$2.37K | 0.02% | 362 |
|
|
2017
Q2 | $320K | Buy |
3,793
+285
| +8% | +$24.1K | 0.02% | 361 |
|
|
2017
Q1 | $296K | Buy |
3,508
+345
| +11% | +$29.1K | 0.02% | 367 |
|
|
2016
Q4 | $267K | Buy |
+3,163
| New | +$268K | 0.02% | 368 |
|
Other funds holding SHY
Capital Investment Advisors's SHY Position: Q1 2026 in Review
Capital Investment Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 4.9% in Q1 2026, selling an estimated $51K and leaving 11,997 shares worth $991K. The position accounts for 0.01% of the portfolio, ranked #344.
Capital Investment Advisors first reported a position in SHY in Q4 2016 and has held it in 36 quarters since. The position peaked at $4M in Q1 2020. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.
- Capital Investment Advisors held 11,997 shares of iShares 1-3 Year Treasury Bond ETF worth $991K as of Q1 2026.
- Capital Investment Advisors sold 616 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $51K.
- iShares 1-3 Year Treasury Bond ETF made up 0.01% of Capital Investment Advisors's portfolio in Q1 2026, its #344 holding.
- Capital Investment Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2016 and has held it in 36 quarters since.
- Capital Investment Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $4M in Q1 2020.
- 1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.
Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.