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

Guidance Capital’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	$5.45M	Sell	66,854 -1,005	-1%	-$82.2K	1.2%	14
2026 Q2	$5.56M	Buy	67,859 +7,856	+13%	+$646K	1.19%	15
2026 Q1	$4.93M	Buy	60,003 +40,471	+207%	+$3.35M	1.11%	16
2025 Q4	$1.62M	Buy	19,532 +12,298	+170%	+$1.02M	0.4%	46
2025 Q3	$601K	Buy	7,234 +1,929	+36%	+$160K	0.16%	139
2025 Q2	$438K	Buy	5,305 +3	+0.1%	+$248	0.13%	155
2025 Q1	$438K	Sell	5,302 -525	-9%	-$43.2K	0.13%	151
2024 Q4	$479K	Sell	5,827 -460	-7%	-$37.8K	0.15%	128
2024 Q3	$519K	Buy	6,287 +2,886	+85%	+$238K	0.16%	134
2024 Q2	$280K	Buy	3,401 +359	+12%	+$29.2K	0.09%	155
2024 Q1	$247K	Buy	3,042 +11	+0.4%	+$900	0.09%	159
2023 Q4	$248K	Sell	3,031 -204	-6%	-$16.6K	0.1%	161
2023 Q3	$261K	Buy	+3,235	New	+$262K	0.12%	129

Other funds holding SHY

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

TFC Financial Management Boston, Massachusetts $893M AUM 15.25% 1-Year Est. Return

Guidance Capital's SHY Position: Q3 2026 in Review

Guidance Capital reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1.5% in Q3 2026, selling an estimated $82.2K and leaving 66,854 shares worth $5.45M. The position accounts for 1.2% of the portfolio, ranked #14.

Guidance Capital first reported a position in SHY in Q3 2023 and has held it in 13 quarters since. The position peaked at $5.56M in Q2 2026. 746 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

Guidance Capital held 66,854 shares of iShares 1-3 Year Treasury Bond ETF worth $5.45M as of Q3 2026.
Guidance Capital sold 1,005 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $82.2K.
iShares 1-3 Year Treasury Bond ETF made up 1.2% of Guidance Capital's portfolio in Q3 2026, its #14 holding.
Guidance Capital first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2023 and has held it in 13 quarters since.
Guidance Capital's iShares 1-3 Year Treasury Bond ETF position peaked at $5.56M in Q2 2026.
746 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Guidance Capital's 13F filing for Q3 2026, filed 3 Nov 2026.