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

Inscription 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
2025 Q4	–	Sell	-2,682	Closed	-$222K	–	739
2025 Q3	$222K	Sell	2,682 -225	-8%	-$18.6K	0.02%	553
2025 Q2	$241K	Sell	2,907 -6,650	-70%	-$549K	0.03%	422
2025 Q1	$782K	Buy	+9,557	New	+$786K	0.13%	124
2024 Q3	$283K	Sell	3,400 -4,269	-56%	-$352K	0.04%	285
2024 Q2	$626K	Sell	7,669 -1,898	-20%	-$154K	0.1%	153
2024 Q1	$782K	Buy	9,567 +3,185	+50%	+$261K	0.13%	124
2023 Q4	$524K	Buy	+6,382	New	+$519K	0.14%	116

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Inscription Capital's SHY Position: Q4 2025 in Review

Inscription Capital sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2025, closing a stake of 2,682 shares — an estimated $222K sold.

Inscription Capital first reported a position in SHY in Q4 2023 and held it in 7 quarters. The position peaked at $782K in Q1 2024. 1,207 funds tracked by Wall St. Rank hold SHY as of Q4 2025.

Inscription Capital reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Inscription Capital sold 2,682 iShares 1-3 Year Treasury Bond ETF shares in Q4 2025, an estimated $222K.
Inscription Capital first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and held it in 7 quarters.
Inscription Capital's iShares 1-3 Year Treasury Bond ETF position peaked at $782K in Q1 2024.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2025.

Based on Inscription Capital's 13F filing for Q4 2025, filed 29 Jan 2026.