Colonial Trust Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Colonial Trust Advisors’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 Q3	$56.7K	Buy	699 +3	+0.4%	+$245	﹤0.01%	351
2026 Q2	$57.2K	Buy	696 +2	+0.3%	+$164	﹤0.01%	354
2026 Q1	$57.3K	Buy	694 +56	+9%	+$4.64K	﹤0.01%	337
2025 Q4	$52.9K	Buy	638 +188	+42%	+$15.6K	﹤0.01%	337
2025 Q3	$37.3K	Hold	450	–	–	﹤0.01%	373
2025 Q2	$37.3K	Hold	450	–	–	﹤0.01%	378
2025 Q1	$37.2K	Hold	450	–	–	﹤0.01%	369
2024 Q4	$36.9K	Sell	450 -105	-19%	-$8.63K	﹤0.01%	350
2024 Q3	$46.1K	Hold	555	–	–	﹤0.01%	345
2024 Q2	$45.3K	Sell	555 -105	-16%	-$8.54K	﹤0.01%	337
2024 Q1	$54K	Buy	660 +210	+47%	+$17.2K	0.01%	314
2023 Q4	$36.9K	Hold	450	–	–	﹤0.01%	350
2023 Q3	$36.4K	Hold	450	–	–	﹤0.01%	364
2023 Q2	$36.5K	Hold	450	–	–	﹤0.01%	368
2023 Q1	$37K	Hold	450	–	–	﹤0.01%	364
2022 Q4	$36.5K	Buy	+450	New	+$36.5K	﹤0.01%	364

Other funds holding SHY

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Colonial Trust Advisors's SHY Position: Q3 2026 in Review

Colonial Trust Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.43% in Q3 2026, buying an estimated $245 and bringing the position to 699 shares worth $56.7K. The position accounts for ﹤0.01% of the portfolio, ranked #351.

Colonial Trust Advisors first reported a position in SHY in Q4 2022 and has held it in 16 quarters since. The position peaked at $57.3K in Q1 2026. 1,105 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

Colonial Trust Advisors held 699 shares of iShares 1-3 Year Treasury Bond ETF worth $56.7K as of Q3 2026.
Colonial Trust Advisors bought 3 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $245.
iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q3 2026, its #351 holding.
Colonial Trust Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and has held it in 16 quarters since.
Colonial Trust Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $57.3K in Q1 2026.
1,105 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Colonial Trust Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.