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

Capital Investment 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 Q2	$758K	Buy	9,236 +1,597	+21%	+$131K	0.05%	358
2026 Q1	$631K	Sell	7,639 -375	-5%	-$31K	0.05%	353
2025 Q4	$664K	Sell	8,014 -168	-2%	-$13.9K	0.05%	324
2025 Q3	$679K	Sell	8,182 -6,216	-43%	-$514K	0.05%	300
2025 Q2	$1.19M	Buy	14,398 +6,477	+82%	+$535K	0.1%	204
2025 Q1	$655K	Buy	7,921 +3,280	+71%	+$270K	0.06%	270
2024 Q4	$380K	Buy	4,641 +4	+0.1%	+$329	0.04%	343
2024 Q3	$386K	Sell	4,637 -6,769	-59%	-$558K	0.04%	346
2024 Q2	$931K	Sell	11,406 -3,384	-23%	-$275K	0.1%	203
2024 Q1	$1.21M	Sell	14,790 -2,194	-13%	-$180K	0.13%	170
2023 Q4	$1.39M	Buy	16,984 +1,293	+8%	+$105K	0.13%	149
2023 Q3	$1.27M	Sell	15,691 -304	-2%	-$24.6K	0.12%	151
2023 Q2	$1.3M	Sell	15,995 -36,633	-70%	-$3M	0.13%	143
2023 Q1	$4.32M	Sell	52,628 -5,641	-10%	-$460K	0.51%	35
2022 Q4	$4.73M	Buy	58,269 +1,470	+3%	+$119K	0.56%	33
2022 Q3	$4.61M	Sell	56,799 -34	-0.1%	-$2.8K	0.6%	32
2022 Q2	$4.71M	Buy	56,833 +8,561	+18%	+$710K	0.57%	31
2022 Q1	$4.02M	Buy	48,272 +32,368	+204%	+$2.74M	0.44%	42
2021 Q4	$1.36M	Sell	15,904 -1,015	-6%	-$87.1K	0.16%	134
2021 Q3	$1.46M	Buy	16,919 +768	+5%	+$66.2K	0.18%	115
2021 Q2	$1.39M	Sell	16,151 -4,260	-21%	-$367K	0.18%	117
2021 Q1	$1.76M	Sell	20,411 -123,870	-86%	-$10.7M	0.25%	93
2020 Q4	$12.5M	Buy	144,281 +24,214	+20%	+$2.09M	1.85%	7
2020 Q3	$10.4M	Sell	120,067 -52,864	-31%	-$4.57M	1.95%	7
2020 Q2	$15M	Sell	172,931 -45,796	-21%	-$3.97M	3.03%	5
2020 Q1	$19M	Buy	218,727 +16,174	+8%	+$1.38M	4.63%	3
2019 Q4	$17.1M	Buy	202,553 +14,529	+8%	+$1.23M	4.59%	3
2019 Q3	$15.9M	Buy	188,024 +176,084	+1,475%	+$14.9M	4.45%	2
2019 Q2	$1.01M	Buy	11,940 +11,740	+5,870%	+$989K	0.31%	70
2019 Q1	$17K	Hold	200	–	–	0.01%	724
2018 Q4	$17K	Buy	+200	New	+$16.6K	0.01%	678

Other funds holding SHY

TFM

TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Capital Investment Advisory Services's SHY Position: Q2 2026 in Review

Capital Investment Advisory Services increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 21% in Q2 2026, buying an estimated $131K and bringing the position to 9,236 shares worth $758K. The position accounts for 0.05% of the portfolio, ranked #358.

Capital Investment Advisory Services first reported a position in SHY in Q4 2018 and has held it in 31 quarters since. The position peaked at $19M in Q1 2020. 409 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Capital Investment Advisory Services held 9,236 shares of iShares 1-3 Year Treasury Bond ETF worth $758K as of Q2 2026.
Capital Investment Advisory Services bought 1,597 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $131K.
iShares 1-3 Year Treasury Bond ETF made up 0.05% of Capital Investment Advisory Services's portfolio in Q2 2026, its #358 holding.
Capital Investment Advisory Services first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and has held it in 31 quarters since.
Capital Investment Advisory Services's iShares 1-3 Year Treasury Bond ETF position peaked at $19M in Q1 2020.
409 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.