Caprock Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Caprock Group’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	–	Sell	-8,600	Closed	-$712K	–	1280
2025 Q4	$712K	Buy	8,600 +10	+0.1%	+$829	0.02%	702
2025 Q3	$713K	Buy	+8,590	New	+$710K	0.02%	682
2025 Q1	$708K	Buy	+8,554	New	+$703K	0.02%	583
2021 Q2	–	Sell	-3,532	Closed	-$305K	–	556
2021 Q1	$305K	Buy	3,532 +1	+0%	+$86	0.03%	333
2020 Q4	$305K	Buy	3,531 +5	+0.1%	+$432	0.03%	324
2020 Q3	$305K	Buy	3,526 +5	+0.1%	+$433	0.04%	292
2020 Q2	$305K	Sell	3,521 -156	-4%	-$13.5K	0.05%	287
2020 Q1	$319K	Sell	3,677 -226	-6%	-$19.3K	0.06%	225
2019 Q4	$330K	Buy	+3,903	New	+$331K	0.06%	232

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

Caprock Group's SHY Position: Q1 2026 in Review

Caprock Group sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2026, closing a stake of 8,600 shares — an estimated $712K sold.

Caprock Group first reported a position in SHY in Q4 2019 and held it in 9 quarters. The position peaked at $713K in Q3 2025. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Caprock Group reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Caprock Group sold 8,600 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $712K.
Caprock Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2019 and held it in 9 quarters.
Caprock Group's iShares 1-3 Year Treasury Bond ETF position peaked at $713K in Q3 2025.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.