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

DSG 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 Q2	$3.28M	Buy	40,015 +970	+2%	+$79.8K	0.47%	45
2026 Q1	$3.22M	Sell	39,045 -25	-0.1%	-$2.07K	0.52%	40
2025 Q4	$3.24M	Sell	39,070 -30,184	-44%	-$2.5M	0.49%	40
2025 Q3	$5.75M	Buy	69,254 +32,491	+88%	+$2.69M	0.92%	34
2025 Q2	$3.05M	Buy	+36,763	New	+$3.04M	0.54%	42

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DSG Capital Advisors's SHY Position: Q2 2026 in Review

DSG Capital Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 2.5% in Q2 2026, buying an estimated $79.8K and bringing the position to 40,015 shares worth $3.28M. The position accounts for 0.47% of the portfolio, ranked #45.

DSG Capital Advisors first reported a position in SHY in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.75M in Q3 2025. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

DSG Capital Advisors held 40,015 shares of iShares 1-3 Year Treasury Bond ETF worth $3.28M as of Q2 2026.
DSG Capital Advisors bought 970 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $79.8K.
iShares 1-3 Year Treasury Bond ETF made up 0.47% of DSG Capital Advisors's portfolio in Q2 2026, its #45 holding.
DSG Capital Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
DSG Capital Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $5.75M in Q3 2025.
1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on DSG Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.