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

North 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 Q2	$615K	Hold	7,485	–	–	0.46%	32
2026 Q1	$618K	Hold	7,485	–	–	0.52%	28
2025 Q4	$620K	Sell	7,485 -1	-0%	-$83	0.53%	30
2025 Q3	$621K	Sell	7,486 -78	-1%	-$6.45K	0.48%	27
2025 Q2	$627K	Hold	7,564	–	–	0.54%	24
2025 Q1	$626K	Buy	+7,564	New	+$622K	0.59%	22

Other funds holding SHY

TFM

TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

North Capital's SHY Position: Q2 2026 in Review

North Capital held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 7,485 shares worth $615K. The position accounts for 0.46% of the portfolio, ranked #32.

North Capital first reported a position in SHY in Q1 2025 and has held it in 6 quarters since. The position peaked at $627K in Q2 2025. 409 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

North Capital held 7,485 shares of iShares 1-3 Year Treasury Bond ETF worth $615K as of Q2 2026.
North Capital left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.46% of North Capital's portfolio in Q2 2026, its #32 holding.
North Capital first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
North Capital's iShares 1-3 Year Treasury Bond ETF position peaked at $627K in Q2 2025.
409 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on North Capital's 13F filing for Q2 2026, filed 14 Jul 2026.