SeaCrest Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

SeaCrest Wealth Management’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	$845K	Sell	10,290 -99	-1%	-$8.14K	0.09%	186
2026 Q1	$858K	Sell	10,389 -15,441	-60%	-$1.28M	0.09%	217
2025 Q4	$2.14M	Buy	+25,830	New	+$2.14M	0.22%	85
2022 Q3	–	Sell	-653	Closed	-$54K	–	1361
2022 Q2	$54K	Buy	+653	New	+$54.2K	0.01%	1083
2019 Q2	–	Sell	-345	Closed	-$29K	–	1628
2019 Q1	$29K	Hold	345	–	–	0.01%	1135
2018 Q4	$29K	Hold	345	–	–	0.01%	1097
2018 Q3	$29K	Sell	345 -1,100	-76%	-$91.5K	﹤0.01%	1226
2018 Q2	$120K	Buy	1,445 +1,100	+319%	+$91.6K	0.02%	665
2018 Q1	$29K	Sell	345 -572	-62%	-$47.8K	0.01%	1187
2017 Q4	$77K	Buy	+917	New	+$77.2K	0.01%	808

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

SeaCrest Wealth Management's SHY Position: Q2 2026 in Review

SeaCrest Wealth Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.95% in Q2 2026, selling an estimated $8.14K and leaving 10,290 shares worth $845K. The position accounts for 0.09% of the portfolio, ranked #186.

SeaCrest Wealth Management first reported a position in SHY in Q4 2017 and has held it in 10 quarters since. The position peaked at $2.14M in Q4 2025. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

SeaCrest Wealth Management held 10,290 shares of iShares 1-3 Year Treasury Bond ETF worth $845K as of Q2 2026.
SeaCrest Wealth Management sold 99 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $8.14K.
iShares 1-3 Year Treasury Bond ETF made up 0.09% of SeaCrest Wealth Management's portfolio in Q2 2026, its #186 holding.
SeaCrest Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2017 and has held it in 10 quarters since.
SeaCrest Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $2.14M in Q4 2025.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.