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Conservest Capital Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Conservest Capital 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
Q1 		– Sell
-2,868
Closed -$238K – 133
2025
Q4 		$238K Sell
2,868
-2,268
-44% -$188K 0.02% 118
2025
Q3 		$426K Sell
5,136
-3,099
-38% -$256K 0.04% 87
2025
Q2 		$682K Sell
8,235
-4,305
-34% -$355K 0.07% 64
2025
Q1 		$1.04M Sell
12,540
-11,873
-49% -$976K 0.11% 48
2024
Q4 		$2M Buy
+24,413
New +$2.01M 0.21% 38

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Conservest Capital Advisors's SHY Position: Q1 2026 in Review

Conservest Capital Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2026, closing a stake of 2,868 shares — an estimated $238K sold.

Conservest Capital Advisors first reported a position in SHY in Q4 2024 and held it in 5 quarters. The position peaked at $2M in Q4 2024. 1,218 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Conservest Capital Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Conservest Capital Advisors sold 2,868 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $238K.
  • Conservest Capital Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and held it in 5 quarters.
  • Conservest Capital Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $2M in Q4 2024.
  • 1,218 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Conservest Capital Advisors's 13F filing for Q1 2026, filed 4 May 2026.