Capital Investment Counsel (Colorado)’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Capital Investment Counsel (Colorado)’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	–	Sell	-4,835	Closed	-$399K	–	163
2026 Q1	$399K	Buy	4,835 +545	+13%	+$45.1K	0.05%	116
2025 Q4	$355K	Sell	4,290 -988	-19%	-$81.9K	0.05%	117
2025 Q3	$438K	Sell	5,278 -6,866	-57%	-$568K	0.06%	106
2025 Q2	$1.01M	Buy	+12,144	New	+$1M	0.16%	93
2024 Q2	–	Sell	-3,117	Closed	-$255K	–	141
2024 Q1	$255K	Buy	+3,117	New	+$255K	0.05%	119

Other funds holding SHY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Smithfield Trust Pittsburgh, Pennsylvania $2.5B AUM 19.97% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Capital Investment Counsel (Colorado)'s SHY Position: Q2 2026 in Review

Capital Investment Counsel (Colorado) sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026, closing a stake of 4,835 shares — an estimated $399K sold.

Capital Investment Counsel (Colorado) first reported a position in SHY in Q1 2024 and held it in 5 quarters. The position peaked at $1.01M in Q2 2025. 864 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Capital Investment Counsel (Colorado) reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Capital Investment Counsel (Colorado) sold 4,835 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $399K.
Capital Investment Counsel (Colorado) first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2024 and held it in 5 quarters.
Capital Investment Counsel (Colorado)'s iShares 1-3 Year Treasury Bond ETF position peaked at $1.01M in Q2 2025.
864 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Capital Investment Counsel (Colorado)'s 13F filing for Q2 2026, filed 15 Jul 2026.