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 Q3	$690K	Buy	8,495 +1,010	+13%	+$82.6K	0.49%	29
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return

Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

TFC Financial Management Boston, Massachusetts $893M AUM 15.25% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

North Capital's SHY Position: Q3 2026 in Review

North Capital increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 13% in Q3 2026, buying an estimated $82.6K and bringing the position to 8,495 shares worth $690K. The position accounts for 0.49% of the portfolio, ranked #29.

North Capital first reported a position in SHY in Q1 2025 and has held it in 7 quarters since. 517 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

North Capital held 8,495 shares of iShares 1-3 Year Treasury Bond ETF worth $690K as of Q3 2026.
North Capital bought 1,010 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $82.6K.
iShares 1-3 Year Treasury Bond ETF made up 0.49% of North Capital's portfolio in Q3 2026, its #29 holding.
North Capital first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2025 and has held it in 7 quarters since.
517 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on North Capital's 13F filing for Q3 2026, filed 16 Oct 2026.