Procyon Advisors
SHY icon

Procyon Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Procyon 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
Q3 		$18.6M Sell
229,178
-11,770
-5% -$962K 0.79% 26
2026
Q2 		$19.8M Sell
240,948
-472
-0.2% -$38.8K 0.85% 26
2026
Q1 		$19.9M Sell
241,420
-31,790
-12% -$2.63M 0.98% 22
2025
Q4 		$22.6M Sell
273,210
-6,789
-2% -$563K 1.12% 20
2025
Q3 		$23.2M Buy
279,999
+263,453
+1,592% +$21.8M 1.38% 15
2025
Q2 		$1.37M Buy
16,546
+3,639
+28% +$300K 0.13% 150
2025
Q1 		$1.07M Sell
12,907
-499
-4% -$41K 0.06% 251
2024
Q4 		$1.1M Sell
13,406
-1,501
-10% -$123K 0.07% 227
2024
Q3 		$1.24M Buy
14,907
+26
+0.2% +$2.14K 0.08% 213
2024
Q2 		$1.22M Buy
14,881
+1,720
+13% +$140K 0.09% 200
2024
Q1 		$1.08M Sell
13,161
-589
-4% -$48.2K 0.08% 215
2023
Q4 		$1.13M Sell
13,750
-556
-4% -$45.2K 0.1% 197
2023
Q3 		$1.16M Sell
14,306
-500
-3% -$40.5K 0.12% 177
2023
Q2 		$1.2M Sell
14,806
-1,137
-7% -$93K 0.15% 148
2023
Q1 		$1.31M Buy
15,943
+723
+5% +$58.9K 0.22% 109
2022
Q4 		$1.24M Sell
15,220
-1,892
-11% -$154K 0.23% 104
2022
Q3 		$1.39M Sell
17,112
-4,314
-20% -$355K 0.34% 70
2022
Q2 		$1.77M Buy
21,426
+2,170
+11% +$180K 0.39% 58
2022
Q1 		$1.6M Buy
19,256
+1,530
+9% +$129K 0.33% 66
2021
Q4 		$1.52M Buy
17,726
+577
+3% +$49.5K 0.32% 73
2021
Q3 		$1.48M Buy
17,149
+2,643
+18% +$228K 0.38% 61
2021
Q2 		$1.25M Buy
14,506
+649
+5% +$56K 0.34% 75
2021
Q1 		$1.2M Buy
13,857
+2,835
+26% +$245K 0.53% 52
2020
Q4 		$952K Buy
11,022
+961
+10% +$83K 0.46% 56
2020
Q3 		$870K Buy
+10,061
New +$871K 0.48% 60
2020
Q2 		– Sell
-8,138
Closed -$705K – 1176
2020
Q1 		$705K Buy
+8,138
New +$695K 0.47% 53

Other funds holding SHY

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
RPOA Advisors
RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return
Edge Wealth Management
Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
New Harbor Financial Group
New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Procyon Advisors's SHY Position: Q3 2026 in Review

Procyon Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 4.9% in Q3 2026, selling an estimated $962K and leaving 229,178 shares worth $18.6M. The position accounts for 0.79% of the portfolio, ranked #26.

Procyon Advisors first reported a position in SHY in Q1 2020 and has held it in 26 quarters since. The position peaked at $23.2M in Q3 2025. 381 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

  • Procyon Advisors held 229,178 shares of iShares 1-3 Year Treasury Bond ETF worth $18.6M as of Q3 2026.
  • Procyon Advisors sold 11,770 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $962K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.79% of Procyon Advisors's portfolio in Q3 2026, its #26 holding.
  • Procyon Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • Procyon Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $23.2M in Q3 2025.
  • 381 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Procyon Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.