CA
SHY icon

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

CoreCap 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
Q2 		$641K Sell
7,808
-108
-1% -$8.88K 0.02% 488
2026
Q1 		$654K Sell
7,916
-3,809
-32% -$315K 0.02% 461
2025
Q4 		$971K Sell
11,725
-1,687
-13% -$140K 0.03% 377
2025
Q3 		$1.11M Sell
13,412
-1,890
-12% -$156K 0.04% 351
2025
Q2 		$1.27M Sell
15,302
-2,688
-15% -$222K 0.05% 296
2025
Q1 		$1.49M Sell
17,990
-2,691
-13% -$221K 0.07% 259
2024
Q4 		$1.7M Sell
20,681
-2,648
-11% -$218K 0.08% 244
2024
Q3 		$1.94M Buy
+23,329
New +$1.92M 0.09% 228
2024
Q2 		– Sell
-26,838
Closed -$2.19M – 2422
2024
Q1 		$2.19M Sell
26,838
-6,663
-20% -$545K 0.12% 174
2023
Q4 		$2.75M Buy
33,501
+1,278
+4% +$104K 0.18% 118
2023
Q3 		$2.61M Sell
32,223
-25,468
-44% -$2.06M 0.19% 108
2023
Q2 		$4.68M Buy
+57,691
New +$4.72M 0.33% 59
2022
Q4 		$2.5M Sell
30,830
-288,302
-90% -$23.4M 0.18% 98
2022
Q3 		$25.9M Buy
319,132
+268,417
+529% +$22.1M 2.18% 7
2022
Q2 		$4.2M Buy
50,715
+22,262
+78% +$1.85M 0.33% 59
2022
Q1 		$2.37M Sell
28,453
-29,652
-51% -$2.51M 0.16% 107
2021
Q4 		$4.97M Buy
+58,105
New +$4.98M 0.33% 57

Other funds holding SHY

CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

CoreCap Advisors's SHY Position: Q2 2026 in Review

CoreCap Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1.4% in Q2 2026, selling an estimated $8.88K and leaving 7,808 shares worth $641K. The position accounts for 0.02% of the portfolio, ranked #488.

CoreCap Advisors first reported a position in SHY in Q4 2021 and has held it in 17 quarters since. The position peaked at $25.9M in Q3 2022. 319 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • CoreCap Advisors held 7,808 shares of iShares 1-3 Year Treasury Bond ETF worth $641K as of Q2 2026.
  • CoreCap Advisors sold 108 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $8.88K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.02% of CoreCap Advisors's portfolio in Q2 2026, its #488 holding.
  • CoreCap Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2021 and has held it in 17 quarters since.
  • CoreCap Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $25.9M in Q3 2022.
  • 319 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.