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 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 $1.66T 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

Retirement Capital Strategies's SHY Position: Q1 2026 in Review

Retirement Capital Strategies held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q1 2026 at 6,091 shares worth $503K. The position accounts for 0.19% of the portfolio, ranked #47.

Retirement Capital Strategies first reported a position in SHY in Q1 2023 and has held it in 13 quarters since. The position peaked at $20.7M in Q1 2023. 1,218 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Retirement Capital Strategies held 6,091 shares of iShares 1-3 Year Treasury Bond ETF worth $503K as of Q1 2026.
Retirement Capital Strategies left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.19% of Retirement Capital Strategies's portfolio in Q1 2026, its #47 holding.
Retirement Capital Strategies first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2023 and has held it in 13 quarters since.
Retirement Capital Strategies's iShares 1-3 Year Treasury Bond ETF position peaked at $20.7M in Q1 2023.
1,218 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Retirement Capital Strategies's 13F filing for Q1 2026, filed 15 May 2026.