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

Silicon Valley 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 Q1	$42.3M	Sell	511,999 -20,286	-4%	-$1.68M	4.14%	8
2025 Q4	$44.1M	Buy	532,285 +24,744	+5%	+$2.05M	4.01%	8
2025 Q3	$42.1M	Buy	507,541 +47,746	+10%	+$3.95M	3.97%	8
2025 Q2	$38.1M	Buy	+459,795	New	+$38M	3.98%	8
2025 Q1	–	Sell	-458,799	Closed	-$37.6M	–	307
2024 Q4	$37.6M	Buy	458,799 +458,621	+257,652%	+$37.7M	4.2%	8
2024 Q3	$14.8K	Buy	+178	New	+$14.7K	﹤0.01%	218
2022 Q4	–	Sell	-14,422	Closed	-$1.17M	–	251
2022 Q3	$1.17M	Sell	14,422 -200	-1%	-$16.5K	0.25%	27
2022 Q2	$1.21M	Sell	14,622 -394	-3%	-$32.7K	0.25%	25
2022 Q1	$1.25M	Sell	15,016 -226	-1%	-$19.1K	0.21%	26
2021 Q4	$1.3M	Buy	+15,242	New	+$1.31M	0.2%	26
2020 Q4	–	Sell	-17,356	Closed	-$1.5M	–	67
2020 Q3	$1.5M	Buy	+17,356	New	+$1.5M	0.38%	17

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

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Silicon Valley Capital Partners's SHY Position: Q1 2026 in Review

Silicon Valley Capital Partners reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 3.8% in Q1 2026, selling an estimated $1.68M and leaving 511,999 shares worth $42.3M. The position accounts for 4.14% of the portfolio, ranked #8.

Silicon Valley Capital Partners first reported a position in SHY in Q3 2020 and has held it in 11 quarters since. The position peaked at $44.1M in Q4 2025. 1,223 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Silicon Valley Capital Partners held 511,999 shares of iShares 1-3 Year Treasury Bond ETF worth $42.3M as of Q1 2026.
Silicon Valley Capital Partners sold 20,286 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.68M.
iShares 1-3 Year Treasury Bond ETF made up 4.14% of Silicon Valley Capital Partners's portfolio in Q1 2026, its #8 holding.
Silicon Valley Capital Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2020 and has held it in 11 quarters since.
Silicon Valley Capital Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $44.1M in Q4 2025.
1,223 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Silicon Valley Capital Partners's 13F filing for Q1 2026, filed 19 May 2026.