Fidelis Capital Partners’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Fidelis Capital Partners’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	$926K	Hold	11,217	–	–	0.07%	222
2025 Q4	$929K	Sell	11,217 -2,000	-15%	-$166K	0.07%	214
2025 Q3	$1.1M	Hold	13,217	–	–	0.09%	182
2025 Q2	$1.09M	Sell	13,217 -180	-1%	-$14.9K	0.1%	160
2025 Q1	$1.11M	Hold	13,397	–	–	0.12%	143
2024 Q4	$1.1M	Sell	13,397 -6,000	-31%	-$493K	0.11%	155
2024 Q3	$1.6M	Sell	19,397 -40	-0.2%	-$3.3K	0.19%	93
2024 Q2	$1.6M	Buy	+19,437	New	+$1.58M	0.23%	82

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

Fidelis Capital Partners's SHY Position: Q1 2026 in Review

Fidelis Capital Partners held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q1 2026 at 11,217 shares worth $926K. The position accounts for 0.07% of the portfolio, ranked #222.

Fidelis Capital Partners first reported a position in SHY in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.6M in Q2 2024. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Fidelis Capital Partners held 11,217 shares of iShares 1-3 Year Treasury Bond ETF worth $926K as of Q1 2026.
Fidelis Capital Partners left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.07% of Fidelis Capital Partners's portfolio in Q1 2026, its #222 holding.
Fidelis Capital Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2024 and has held it in 8 quarters since.
Fidelis Capital Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $1.6M in Q2 2024.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Fidelis Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.