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

Capital Investment Services of America’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 		$11.5M Sell
139,864
-4,486
-3% -$369K 1.13% 38
2026
Q1 		$11.9M Sell
144,350
-700
-0.5% -$57.9K 1.24% 34
2025
Q4 		$12M Buy
145,050
+1,315
+0.9% +$109K 1.13% 35
2025
Q3 		$11.9M Sell
143,735
-1,155
-0.8% -$95.5K 1.06% 35
2025
Q2 		$12M Buy
144,890
+51
+0% +$4.21K 1.1% 35
2025
Q1 		$12M Sell
144,839
-2,135
-1% -$176K 1.21% 35
2024
Q4 		$12M Sell
146,974
-786
-0.5% -$64.6K 1.15% 34
2024
Q3 		$12.3M Sell
147,760
-2,150
-1% -$177K 1.17% 33
2024
Q2 		$12.2M Sell
149,910
-2,260
-1% -$184K 1.18% 33
2024
Q1 		$12.4M Hold
152,170
– – 1.2% 34
2023
Q4 		$12.5M Sell
152,170
-12,210
-7% -$992K 1.31% 30
2023
Q3 		$13.3M Sell
164,380
-2,175
-1% -$176K 1.54% 30
2023
Q2 		$13.5M Sell
166,555
-2,355
-1% -$193K 1.47% 32
2023
Q1 		$13.9M Sell
168,910
-4,885
-3% -$398K 1.68% 30
2022
Q4 		$14.1M Sell
173,795
-34,874
-17% -$2.83M 1.87% 27
2022
Q3 		$16.9M Sell
208,669
-17,440
-8% -$1.44M 2.3% 21
2022
Q2 		$18.7M Sell
226,109
-135,545
-37% -$11.2M 2.43% 18
2022
Q1 		$30.9M Hold
361,654
– – 2.8% 10
2021
Q4 		$30.9M Sell
361,654
-14,020
-4% -$1.2M 2.8% 10
2021
Q3 		$32.4M Sell
375,674
-630
-0.2% -$54.3K 3.08% 7
2021
Q2 		$32.4M Sell
376,304
-300
-0.1% -$25.9K 3.09% 7
2021
Q1 		$32.5M Buy
376,604
+285,575
+314% +$24.7M 3.35% 5
2020
Q4 		$7.86M Buy
91,029
+41,875
+85% +$3.62M 0.82% 42
2020
Q3 		$4.25M Buy
49,154
+5,753
+13% +$498K 0.52% 43
2020
Q2 		$3.76M Buy
43,401
+27,090
+166% +$2.35M 0.49% 43
2020
Q1 		$1.41M Hold
16,311
– – 0.23% 45
2019
Q4 		$1.38M Hold
16,311
– – 0.19% 47
2019
Q3 		$1.38M Hold
16,311
– – 0.2% 45
2019
Q2 		$1.38M Hold
16,311
– – 0.2% 48
2019
Q1 		$1.37M Buy
16,311
+11,350
+229% +$950K 0.22% 46
2018
Q4 		$415K Buy
+4,961
New +$412K 0.07% 57

Other funds holding SHY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Capital Investment Services of America reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 3.1% in Q2 2026, selling an estimated $369K and leaving 139,864 shares worth $11.5M. The position accounts for 1.13% of the portfolio, ranked #38.

Capital Investment Services of America first reported a position in SHY in Q4 2018 and has held it in 31 quarters since. The position peaked at $32.5M in Q1 2021. 981 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Capital Investment Services of America held 139,864 shares of iShares 1-3 Year Treasury Bond ETF worth $11.5M as of Q2 2026.
  • Capital Investment Services of America sold 4,486 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $369K.
  • iShares 1-3 Year Treasury Bond ETF made up 1.13% of Capital Investment Services of America's portfolio in Q2 2026, its #38 holding.
  • Capital Investment Services of America 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 Services of America's iShares 1-3 Year Treasury Bond ETF position peaked at $32.5M in Q1 2021.
  • 981 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Capital Investment Services of America's 13F filing for Q2 2026, filed 22 Jul 2026.