Northcape Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Northcape Wealth Management’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	$819K	Buy	10,089 +1,827	+22%	+$149K	0.22%	83
2026 Q2	$678K	Buy	8,262 +265	+3%	+$21.8K	0.18%	91
2026 Q1	$660K	Buy	7,997 +3,009	+60%	+$249K	0.18%	91
2025 Q4	$413K	Buy	4,988 +13	+0.3%	+$1.08K	0.12%	106
2025 Q3	$413K	Buy	+4,975	New	+$411K	0.12%	103

Other funds holding SHY

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

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

Northcape Wealth Management's SHY Position: Q3 2026 in Review

Northcape Wealth Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 22% in Q3 2026, buying an estimated $149K and bringing the position to 10,089 shares worth $819K. The position accounts for 0.22% of the portfolio, ranked #83.

Northcape Wealth Management first reported a position in SHY in Q3 2025 and has held it in 5 quarters since. 948 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

Northcape Wealth Management held 10,089 shares of iShares 1-3 Year Treasury Bond ETF worth $819K as of Q3 2026.
Northcape Wealth Management bought 1,827 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $149K.
iShares 1-3 Year Treasury Bond ETF made up 0.22% of Northcape Wealth Management's portfolio in Q3 2026, its #83 holding.
Northcape Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2025 and has held it in 5 quarters since.
948 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Northcape Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.