DCM
SHY icon

DGS Capital Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

DGS Capital Management’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
2025
Q1 		– Sell
-2,803
Closed -$230K – 332
2024
Q4 		$230K Hold
2,803
– – 0.06% 258
2024
Q3 		$233K Hold
2,803
– – 0.06% 252
2024
Q2 		$229K Buy
+2,803
New +$228K 0.06% 244
2023
Q3 		– Sell
-8,752
Closed -$710K – 245
2023
Q2 		$710K Buy
+8,752
New +$716K 0.35% 64

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

DGS Capital Management's SHY Position: Q1 2025 in Review

DGS Capital Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2025, closing a stake of 2,803 shares — an estimated $230K sold.

DGS Capital Management first reported a position in SHY in Q2 2023 and held it in 4 quarters. The position peaked at $710K in Q2 2023. 1,167 funds tracked by Wall St. Rank hold SHY as of Q1 2025.

  • DGS Capital Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • DGS Capital Management sold 2,803 iShares 1-3 Year Treasury Bond ETF shares in Q1 2025, an estimated $230K.
  • DGS Capital Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2023 and held it in 4 quarters.
  • DGS Capital Management's iShares 1-3 Year Treasury Bond ETF position peaked at $710K in Q2 2023.
  • 1,167 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2025.

Based on DGS Capital Management's 13F filing for Q1 2025, filed 24 Feb 2026.