Retirement Capital Strategies’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Retirement Capital Strategies’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	$500K	Hold	6,091	–	–	0.17%	53
2026 Q1	$503K	Hold	6,091	–	–	0.19%	47
2025 Q4	$504K	Hold	6,091	–	–	0.19%	52
2025 Q3	$505K	Sell	6,091 -3,981	-40%	-$329K	0.19%	46
2025 Q2	$835K	Hold	10,072	–	–	0.33%	44
2025 Q1	$833K	Hold	10,072	–	–	0.33%	49
2024 Q4	$826K	Buy	10,072 +6,091	+153%	+$501K	0.31%	48
2024 Q3	$331K	Sell	3,981 -189	-5%	-$15.6K	0.13%	56
2024 Q2	$340K	Buy	4,170 +70	+2%	+$5.7K	0.14%	57
2024 Q1	$335K	Buy	4,100 +59	+1%	+$4.83K	0.14%	59
2023 Q4	$332K	Hold	4,041	–	–	0.14%	63
2023 Q3	$327K	Sell	4,041 -114,477	-97%	-$9.27M	0.15%	51
2023 Q2	$9.61M	Sell	118,518 -133,038	-53%	-$10.9M	4.42%	8
2023 Q1	$20.7M	Buy	+251,556	New	+$20.5M	10.05%	3

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Retirement Capital Strategies's SHY Position: Q2 2026 in Review

Retirement Capital Strategies held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q2 2026 at 6,091 shares worth $500K. The position accounts for 0.17% of the portfolio, ranked #53.

Retirement Capital Strategies first reported a position in SHY in Q1 2023 and has held it in 14 quarters since. The position peaked at $20.7M in Q1 2023. 1,214 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Retirement Capital Strategies held 6,091 shares of iShares 1-3 Year Treasury Bond ETF worth $500K as of Q2 2026.
Retirement Capital Strategies left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.17% of Retirement Capital Strategies's portfolio in Q2 2026, its #53 holding.
Retirement Capital Strategies first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
Retirement Capital Strategies's iShares 1-3 Year Treasury Bond ETF position peaked at $20.7M in Q1 2023.
1,214 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Retirement Capital Strategies's 13F filing for Q2 2026, filed 14 Aug 2026.