Elevate Capital Advisors
SHY icon

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

Elevate 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
Q3 		$18.8M Sell
231,557
-3,171
-1% -$259K 10.79% 2
2026
Q2 		$19.3M Buy
234,728
+57,842
+33% +$4.76M 10.6% 2
2026
Q1 		$14.6M Buy
176,886
+114,496
+184% +$9.48M 9.45% 2
2025
Q4 		$5.17M Buy
+62,390
New +$5.17M 3.42% 4

Other funds holding SHY

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
RPOA Advisors
RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Edge Wealth Management
Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
TFC Financial Management
TFC Financial Management Boston, Massachusetts $893M AUM 15.25% 1-Year Est. Return

Elevate Capital Advisors's SHY Position: Q3 2026 in Review

Elevate Capital Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1.4% in Q3 2026, selling an estimated $259K and leaving 231,557 shares worth $18.8M. The position accounts for 10.79% of the portfolio, ranked #2.

Elevate Capital Advisors first reported a position in SHY in Q4 2025 and has held it in 4 quarters since. The position peaked at $19.3M in Q2 2026. 746 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

  • Elevate Capital Advisors held 231,557 shares of iShares 1-3 Year Treasury Bond ETF worth $18.8M as of Q3 2026.
  • Elevate Capital Advisors sold 3,171 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $259K.
  • iShares 1-3 Year Treasury Bond ETF made up 10.79% of Elevate Capital Advisors's portfolio in Q3 2026, its #2 holding.
  • Elevate Capital Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Elevate Capital Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $19.3M in Q2 2026.
  • 746 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Elevate Capital Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.