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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

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. 1,212 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.
  • 1,212 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.