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

Prime Capital Investment 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 		$368K Sell
4,484
-1,178
-21% -$96.9K ﹤0.01% 791
2026
Q1 		$468K Sell
5,662
-643
-10% -$53.2K 0.01% 696
2025
Q4 		$522K Sell
6,305
-2,361
-27% -$196K 0.01% 639
2025
Q3 		$719K Sell
8,666
-20
-0.2% -$1.65K 0.01% 548
2025
Q2 		$720K Sell
8,686
-4,300
-33% -$355K 0.01% 535
2025
Q1 		$1.07M Sell
12,986
-4,957
-28% -$408K 0.01% 485
2024
Q4 		$1.47M Sell
17,943
-1,439
-7% -$118K 0.02% 351
2024
Q3 		$1.61M Buy
19,382
+217
+1% +$17.9K 0.02% 350
2024
Q2 		$1.56M Sell
19,165
-6,943
-27% -$565K 0.02% 345
2024
Q1 		$2.14M Buy
26,108
+2,524
+11% +$207K 0.03% 331
2023
Q4 		$1.93M Buy
23,584
+11,631
+97% +$945K 0.03% 331
2023
Q3 		$968K Sell
11,953
-3,399
-22% -$275K 0.02% 347
2023
Q2 		$1.24M Sell
15,352
-428
-3% -$35K 0.02% 318
2023
Q1 		$1.3M Sell
15,780
-136
-0.9% -$11.1K 0.05% 205
2022
Q4 		$1.29M Sell
15,916
-13,915
-47% -$1.13M 0.05% 215
2022
Q3 		$2.42M Sell
29,831
-3,563
-11% -$293K 0.14% 106
2022
Q2 		$2.77M Buy
+33,394
New +$2.77M 0.17% 106
2021
Q4 		– Sell
-2,954
Closed -$254K – 364
2021
Q3 		$254K Sell
2,954
-247
-8% -$21.3K 0.02% 267
2021
Q2 		$276K Buy
3,201
+2
+0.1% +$173 0.02% 319
2021
Q1 		$276K Sell
3,199
-48,820
-94% -$4.21M 0.02% 230
2020
Q4 		$4.49M Buy
52,019
+37,823
+266% +$3.27M 0.35% 52
2020
Q3 		$1.23M Buy
14,196
+8,112
+133% +$702K 0.1% 150
2020
Q2 		$527K Sell
6,084
-820
-12% -$71K 0.05% 175
2020
Q1 		$598K Buy
6,904
+5,142
+292% +$439K 0.07% 143
2019
Q4 		$149K Buy
1,762
+221
+14% +$18.7K 0.02% 212
2019
Q3 		$131K Buy
+1,541
New +$131K 0.02% 223

Other funds holding SHY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Prime Capital Investment Advisors's SHY Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 21% in Q2 2026, selling an estimated $96.9K and leaving 4,484 shares worth $368K. The position accounts for ﹤0.01% of the portfolio, ranked #791.

Prime Capital Investment Advisors first reported a position in SHY in Q3 2019 and has held it in 26 quarters since. The position peaked at $4.49M in Q4 2020. 982 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Prime Capital Investment Advisors held 4,484 shares of iShares 1-3 Year Treasury Bond ETF worth $368K as of Q2 2026.
  • Prime Capital Investment Advisors sold 1,178 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $96.9K.
  • iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #791 holding.
  • Prime Capital Investment Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2019 and has held it in 26 quarters since.
  • Prime Capital Investment Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $4.49M in Q4 2020.
  • 982 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.