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 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 $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

DSG Capital Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.06% in Q1 2026, selling an estimated $2.07K and leaving 39,045 shares worth $3.22M. The position accounts for 0.52% of the portfolio, ranked #40.

DSG Capital Advisors first reported a position in SHY in Q2 2025 and has held it in 4 quarters since. The position peaked at $5.75M in Q3 2025. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

DSG Capital Advisors held 39,045 shares of iShares 1-3 Year Treasury Bond ETF worth $3.22M as of Q1 2026.
DSG Capital Advisors sold 25 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $2.07K.
iShares 1-3 Year Treasury Bond ETF made up 0.52% of DSG Capital Advisors's portfolio in Q1 2026, its #40 holding.
DSG Capital Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2025 and has held it in 4 quarters since.
DSG Capital Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $5.75M in Q3 2025.
1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on DSG Capital Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.