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

Transcend 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	$1.56M	Sell	18,861 -1,739	-8%	-$144K	0.12%	158
2025 Q4	$1.71M	Sell	20,600 -8,184	-28%	-$678K	0.13%	151
2025 Q3	$2.39M	Buy	28,784 +24,736	+611%	+$2.05M	0.17%	131
2025 Q2	$335K	Buy	4,048 +196	+5%	+$16.2K	0.03%	429
2025 Q1	$319K	Buy	3,852 +77	+2%	+$6.33K	0.02%	461
2024 Q4	$309K	Sell	3,775 -502	-12%	-$41.3K	0.02%	433
2024 Q3	$356K	Sell	4,277 -345	-7%	-$28.5K	0.02%	448
2024 Q2	$377K	Sell	4,622 -539	-10%	-$43.9K	0.03%	418
2024 Q1	$422K	Buy	5,161 +470	+10%	+$38.5K	0.03%	354
2023 Q4	$385K	Sell	4,691 -924	-16%	-$75.1K	0.03%	346
2023 Q3	$455K	Buy	5,615 +702	+14%	+$56.8K	0.04%	307
2023 Q2	$398K	Buy	+4,913	New	+$402K	0.04%	328
2022 Q3	–	Sell	-4,451	Closed	-$368K	–	515
2022 Q2	$368K	Buy	+4,451	New	+$369K	0.04%	344

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

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

Transcend Capital Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 8.4% in Q1 2026, selling an estimated $144K and leaving 18,861 shares worth $1.56M. The position accounts for 0.12% of the portfolio, ranked #158.

Transcend Capital Advisors first reported a position in SHY in Q2 2022 and has held it in 13 quarters since. The position peaked at $2.39M in Q3 2025. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Transcend Capital Advisors held 18,861 shares of iShares 1-3 Year Treasury Bond ETF worth $1.56M as of Q1 2026.
Transcend Capital Advisors sold 1,739 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $144K.
iShares 1-3 Year Treasury Bond ETF made up 0.12% of Transcend Capital Advisors's portfolio in Q1 2026, its #158 holding.
Transcend Capital Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2022 and has held it in 13 quarters since.
Transcend Capital Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $2.39M in Q3 2025.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Transcend Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.