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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
Q2 		$1.06M Sell
12,855
-427
-3% -$35.1K 0.18% 120
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 $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MSH Capital Advisors's SHY Position: Q2 2026 in Review

MSH Capital Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 3.2% in Q2 2026, selling an estimated $35.1K and leaving 12,855 shares worth $1.06M. The position accounts for 0.18% of the portfolio, ranked #120.

MSH Capital Advisors first reported a position in SHY in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.61M in Q4 2021. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • MSH Capital Advisors held 12,855 shares of iShares 1-3 Year Treasury Bond ETF worth $1.06M as of Q2 2026.
  • MSH Capital Advisors sold 427 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $35.1K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.18% of MSH Capital Advisors's portfolio in Q2 2026, its #120 holding.
  • MSH Capital Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • MSH Capital Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $4.61M in Q4 2021.
  • 1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.