Elevate Capital Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
Other funds holding SHY
Elevate Capital Advisors's SHY Position: Q2 2026 in Review
Elevate Capital Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 33% in Q2 2026, buying an estimated $4.76M and bringing the position to 234,728 shares worth $19.3M. The position accounts for 10.6% of the portfolio, ranked #2.
Elevate Capital Advisors first reported a position in SHY in Q4 2025 and has held it in 3 quarters since. 1,213 funds tracked by Wall St. Rank hold SHY as of Q2 2026.
- Elevate Capital Advisors held 234,728 shares of iShares 1-3 Year Treasury Bond ETF worth $19.3M as of Q2 2026.
- Elevate Capital Advisors bought 57,842 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $4.76M.
- iShares 1-3 Year Treasury Bond ETF made up 10.6% of Elevate Capital Advisors's portfolio in Q2 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 3 quarters since.
- 1,213 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.
Based on Elevate Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.