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

Money Concepts 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
Q1 		$13.8M Buy
167,601
+114,280
+214% +$9.46M 0.77% 22
2025
Q4 		$4.42M Buy
53,321
+2,938
+6% +$244K 0.25% 86
2025
Q3 		$4.18M Sell
50,383
-949
-2% -$78.5K 0.26% 81
2025
Q2 		$4.25M Sell
51,332
-2,479
-5% -$205K 0.28% 77
2025
Q1 		$4.45M Buy
53,811
+4,124
+8% +$339K 0.33% 67
2024
Q4 		$4.07M Buy
49,687
+1,654
+3% +$136K 0.3% 69
2024
Q3 		$3.99M Sell
48,033
-231
-0.5% -$19.1K 0.3% 73
2024
Q2 		$3.94M Sell
48,264
-2,726
-5% -$222K 0.33% 71
2024
Q1 		$4.17M Sell
50,990
-1,935
-4% -$158K 0.38% 69
2023
Q4 		$4.34M Buy
52,925
+2,539
+5% +$206K 0.4% 74
2023
Q3 		$4.08M Sell
50,386
-4,343
-8% -$352K 0.43% 78
2023
Q2 		$4.44M Sell
54,729
-378,922
-87% -$31M 0.45% 68
2023
Q1 		$3.64M Buy
433,651
+378,858
+691% +$30.9M 0.2% 96
2022
Q4 		$4.45M Sell
54,793
-766,473
-93% -$62.2M 0.2% 99
2022
Q3 		$66.7M Buy
821,266
+7,530
+0.9% +$620K 3.94% 1
2022
Q2 		$67.5M Buy
813,736
+800,138
+5,884% +$66.4M 6% 1
2022
Q1 		$1.13M Buy
13,598
+4,222
+45% +$357K 0.06% 278
2021
Q4 		$802K Buy
+9,376
New +$804K 0.07% 235
2021
Q1 		$727K Sell
8,433
-484
-5% -$41.8K 0.06% 258
2020
Q4 		$770K Buy
+8,917
New +$770K 0.07% 222

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

Money Concepts Capital's SHY Position: Q1 2026 in Review

Money Concepts Capital increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 214% in Q1 2026, buying an estimated $9.46M and bringing the position to 167,601 shares worth $13.8M. The position accounts for 0.77% of the portfolio, ranked #22.

Money Concepts Capital first reported a position in SHY in Q4 2020 and has held it in 20 quarters since. The position peaked at $67.5M in Q2 2022. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Money Concepts Capital held 167,601 shares of iShares 1-3 Year Treasury Bond ETF worth $13.8M as of Q1 2026.
  • Money Concepts Capital bought 114,280 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $9.46M.
  • iShares 1-3 Year Treasury Bond ETF made up 0.77% of Money Concepts Capital's portfolio in Q1 2026, its #22 holding.
  • Money Concepts Capital first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and has held it in 20 quarters since.
  • Money Concepts Capital's iShares 1-3 Year Treasury Bond ETF position peaked at $67.5M in Q2 2022.
  • 1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.