Capstone Triton Financial Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Capstone Triton Financial 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
2024 Q4	–	Sell	-2,435	Closed	-$202K	–	112
2024 Q3	$202K	Sell	2,435 -200	-8%	-$16.5K	0.13%	106
2024 Q2	$215K	Hold	2,635	–	–	0.15%	93
2024 Q1	$215K	Hold	2,635	–	–	0.15%	94
2023 Q4	$216K	Hold	2,635	–	–	0.16%	100
2023 Q3	$213K	Hold	2,635	–	–	0.16%	98
2023 Q2	$214K	Hold	2,635	–	–	0.15%	99
2023 Q1	$216K	Hold	2,635	–	–	0.16%	93
2022 Q4	$214K	Buy	+2,635	New	+$214K	0.17%	94

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Capstone Triton Financial Group's SHY Position: Q4 2024 in Review

Capstone Triton Financial Group sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2024, closing a stake of 2,435 shares — an estimated $202K sold.

Capstone Triton Financial Group first reported a position in SHY in Q4 2022 and held it in 8 quarters. The position peaked at $216K in Q1 2023. 1,171 funds tracked by Wall St. Rank hold SHY as of Q4 2024.

Capstone Triton Financial Group reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
Capstone Triton Financial Group sold 2,435 iShares 1-3 Year Treasury Bond ETF shares in Q4 2024, an estimated $202K.
Capstone Triton Financial Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and held it in 8 quarters.
Capstone Triton Financial Group's iShares 1-3 Year Treasury Bond ETF position peaked at $216K in Q1 2023.
1,171 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2024.

Based on Capstone Triton Financial Group's 13F filing for Q4 2024, filed 10 Mar 2025.