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

MSH Capital Advisors’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 		$1.1M Buy
13,282
+636
+5% +$52.6K 0.23% 105
2025
Q4 		$1.05M Buy
12,646
+37
+0.3% +$3.07K 0.22% 111
2025
Q3 		$1.05M Sell
12,609
-522
-4% -$43.2K 0.28% 96
2025
Q2 		$1.09M Buy
13,131
+166
+1% +$13.7K 0.31% 87
2025
Q1 		$1.07M Sell
12,965
-636
-5% -$52.3K 0.33% 84
2024
Q4 		$1.12M Sell
13,601
-90
-0.7% -$7.4K 0.35% 75
2024
Q3 		$1.14M Sell
13,691
-925
-6% -$76.3K 0.35% 79
2024
Q2 		$1.19M Sell
14,616
-7,778
-35% -$633K 0.4% 75
2024
Q1 		$1.83M Sell
22,394
-14,675
-40% -$1.2M 0.64% 50
2023
Q4 		$3.04M Sell
37,069
-1,179
-3% -$95.8K 1.14% 20
2023
Q3 		$3.1M Sell
38,248
-728
-2% -$59K 1.21% 19
2023
Q2 		$3.16M Buy
38,976
+1,130
+3% +$92.4K 1.16% 20
2023
Q1 		$3.11M Buy
37,846
+1,604
+4% +$131K 1.33% 14
2022
Q4 		$2.94M Buy
36,242
+11,333
+45% +$919K 1.33% 14
2022
Q3 		$2.02M Sell
24,909
-4,116
-14% -$339K 1% 27
2022
Q2 		$2.4M Sell
29,025
-23,924
-45% -$1.98M 1.12% 22
2022
Q1 		$4.41M Sell
52,949
-980
-2% -$82.8K 1.82% 11
2021
Q4 		$4.61M Buy
+53,929
New +$4.63M 2.07% 10

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

MSH Capital Advisors's SHY Position: Q1 2026 in Review

MSH Capital Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 5% in Q1 2026, buying an estimated $52.6K and bringing the position to 13,282 shares worth $1.1M. The position accounts for 0.23% of the portfolio, ranked #105.

MSH Capital Advisors first reported a position in SHY in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.61M in Q4 2021. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • MSH Capital Advisors held 13,282 shares of iShares 1-3 Year Treasury Bond ETF worth $1.1M as of Q1 2026.
  • MSH Capital Advisors bought 636 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $52.6K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.23% of MSH Capital Advisors's portfolio in Q1 2026, its #105 holding.
  • MSH Capital Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • MSH Capital Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $4.61M in Q4 2021.
  • 1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.