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

Truvestments Capital’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	–	Sell	-154	Closed	-$12.7K	–	1265
2026 Q1	$12.7K	Buy	+154	New	+$12.7K	﹤0.01%	720
2023 Q3	–	Sell	-156	Closed	-$12.7K	–	708
2023 Q2	$12.7K	Hold	156	–	–	0.01%	431
2023 Q1	$12.8K	Hold	156	–	–	0.01%	418
2022 Q4	$12.7K	Buy	+156	New	+$12.7K	0.01%	435
2022 Q1	–	Sell	-79	Closed	-$7K	–	477
2021 Q4	$7K	Hold	79	–	–	﹤0.01%	445
2021 Q3	$7K	Sell	79 -131	-62%	-$11.3K	﹤0.01%	423
2021 Q2	$18K	Sell	210 -58	-22%	-$5K	0.01%	336
2021 Q1	$23K	Hold	268	–	–	0.01%	359
2020 Q4	$23K	Buy	+268	New	+$23.2K	0.02%	347

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

Truvestments Capital's SHY Position: Q2 2026 in Review

Truvestments Capital sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026, closing a stake of 154 shares — an estimated $12.7K sold.

Truvestments Capital first reported a position in SHY in Q4 2020 and held it in 9 quarters. The position peaked at $23K in Q1 2021. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Truvestments Capital reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Truvestments Capital sold 154 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $12.7K.
Truvestments Capital first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and held it in 9 quarters.
Truvestments Capital's iShares 1-3 Year Treasury Bond ETF position peaked at $23K in Q1 2021.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.