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

MidAtlantic Capital Management’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 		– Sell
-248
Closed -$20.5K – 195
2025
Q4 		$20.5K Buy
+248
New +$20.6K 0.01% 181
2025
Q1 		– Sell
-248
Closed -$20.3K – 198
2024
Q4 		$20.3K Buy
248
+20
+9% +$1.64K 0.01% 179
2024
Q3 		$19K Sell
228
-51
-18% -$4.21K 0.01% 179
2024
Q2 		$22.8K Hold
279
– – 0.02% 160
2024
Q1 		$22.8K Buy
+279
New +$22.8K 0.02% 166

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MidAtlantic Capital Management's SHY Position: Q1 2026 in Review

MidAtlantic Capital Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2026, closing a stake of 248 shares — an estimated $20.5K sold.

MidAtlantic Capital Management first reported a position in SHY in Q1 2024 and held it in 5 quarters. The position peaked at $22.8K in Q1 2024. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • MidAtlantic Capital Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • MidAtlantic Capital Management sold 248 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $20.5K.
  • MidAtlantic Capital Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2024 and held it in 5 quarters.
  • MidAtlantic Capital Management's iShares 1-3 Year Treasury Bond ETF position peaked at $22.8K in Q1 2024.
  • 1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on MidAtlantic Capital Management's 13F filing for Q1 2026, filed 8 May 2026.