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

Prosperity Capital 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 Q1	–	Sell	-5,229	Closed	-$433K	–	420
2025 Q4	$433K	Sell	5,229 -7,344	-58%	-$609K	0.03%	268
2025 Q3	$1.04M	Sell	12,573 -8,594	-41%	-$711K	0.06%	184
2025 Q2	$1.75M	Sell	21,167 -331	-2%	-$27.3K	0.11%	130
2025 Q1	$1.77M	Buy	+21,498	New	+$1.77M	0.14%	111
2024 Q4	–	Sell	-35,842	Closed	-$2.98M	–	362
2024 Q3	$2.98M	Buy	+35,842	New	+$2.96M	0.25%	80
2023 Q3	–	Sell	-21,765	Closed	-$1.76M	–	252
2023 Q2	$1.76M	Buy	21,765 +2,087	+11%	+$171K	0.25%	63
2023 Q1	$1.62M	Buy	+19,678	New	+$1.6M	0.25%	60

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Prosperity Capital Advisors's SHY Position: Q1 2026 in Review

Prosperity Capital Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2026, closing a stake of 5,229 shares — an estimated $433K sold.

Prosperity Capital Advisors first reported a position in SHY in Q1 2023 and held it in 7 quarters. The position peaked at $2.98M in Q3 2024. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Prosperity Capital Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Prosperity Capital Advisors sold 5,229 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $433K.
Prosperity Capital Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2023 and held it in 7 quarters.
Prosperity Capital Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $2.98M in Q3 2024.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Prosperity Capital Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.