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

Proficio Capital Partners’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 		$29.1M Sell
354,385
-32,694
-8% -$2.69M 1.04% 22
2026
Q1 		$32M Sell
387,079
-214,757
-36% -$17.8M 1.71% 14
2025
Q4 		$49.8M Sell
601,836
-439,120
-42% -$36.4M 3.5% 6
2025
Q3 		$86.4M Buy
1,040,956
+958,615
+1,164% +$79.3M 5.93% 4
2025
Q2 		$6.82M Sell
82,341
-28,465
-26% -$2.35M 0.42% 50
2025
Q1 		$9.17M Buy
110,806
+3,278
+3% +$270K 0.71% 32
2024
Q4 		$8.84M Buy
107,528
+36,585
+52% +$3.01M 0.72% 26
2024
Q3 		$5.9M Buy
70,943
+22,645
+47% +$1.87M 0.59% 34
2024
Q2 		$3.94M Sell
48,298
-9,290
-16% -$756K 0.41% 45
2024
Q1 		$4.68M Sell
57,588
-21,481
-27% -$1.76M 0.52% 39
2023
Q4 		$6.49M Sell
79,069
-4,800
-6% -$390K 0.8% 25
2023
Q3 		$6.79M Sell
83,869
-141,995
-63% -$11.5M 0.91% 22
2023
Q2 		$18.3M Buy
225,864
+13,407
+6% +$1.1M 2.49% 9
2023
Q1 		$17.5M Buy
212,457
+119,235
+128% +$9.72M 2.77% 8
2022
Q4 		$7.57M Sell
93,222
-172,883
-65% -$14M 1.43% 12
2022
Q3 		$21.6M Buy
266,105
+143,924
+118% +$11.8M 3.98% 6
2022
Q2 		$10.1M Buy
122,181
+70,921
+138% +$5.88M 1.89% 11
2022
Q1 		$4.27M Buy
+51,260
New +$4.33M 0.64% 32
2021
Q4 		– Sell
-2,905
Closed -$250K – 319
2021
Q3 		$250K Sell
2,905
-460
-14% -$39.7K 0.03% 246
2021
Q2 		$290K Buy
+3,365
New +$290K 0.04% 215
2020
Q2 		– Sell
-170,274
Closed -$14.8M – 184
2020
Q1 		$14.8M Sell
170,274
-14,075
-8% -$1.2M 3.7% 5
2019
Q4 		$15.6M Buy
184,349
+53,197
+41% +$4.51M 4.5% 6
2019
Q3 		$11.1M Buy
131,152
+121,620
+1,276% +$10.3M 4.15% 7
2019
Q2 		$808K Sell
9,532
-4,189
-31% -$353K 0.28% 59
2019
Q1 		$1.15M Sell
13,721
-7,813
-36% -$654K 0.41% 50
2018
Q4 		$1.8M Sell
21,534
-2,620
-11% -$218K 0.8% 29
2018
Q3 		$2.01M Buy
+24,154
New +$2.01M 0.66% 29

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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

Proficio Capital Partners's SHY Position: Q2 2026 in Review

Proficio Capital Partners reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 8.4% in Q2 2026, selling an estimated $2.69M and leaving 354,385 shares worth $29.1M. The position accounts for 1.04% of the portfolio, ranked #22.

Proficio Capital Partners first reported a position in SHY in Q3 2018 and has held it in 27 quarters since. The position peaked at $86.4M in Q3 2025. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Proficio Capital Partners held 354,385 shares of iShares 1-3 Year Treasury Bond ETF worth $29.1M as of Q2 2026.
  • Proficio Capital Partners sold 32,694 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.69M.
  • iShares 1-3 Year Treasury Bond ETF made up 1.04% of Proficio Capital Partners's portfolio in Q2 2026, its #22 holding.
  • Proficio Capital Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2018 and has held it in 27 quarters since.
  • Proficio Capital Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $86.4M in Q3 2025.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.