U.S. Capital Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

U.S. Capital Wealth 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	$359K	Hold	4,352	–	–	0.01%	762
2025 Q4	$360K	Buy	4,352 +209	+5%	+$17.3K	0.01%	749
2025 Q3	$344K	Sell	4,143 -187	-4%	-$15.5K	0.01%	733
2025 Q2	$359K	Sell	4,330 -80	-2%	-$6.61K	0.01%	675
2025 Q1	$365K	Sell	4,410 -346	-7%	-$28.5K	0.01%	652
2024 Q4	$390K	Sell	4,756 -225	-5%	-$18.5K	0.01%	617
2024 Q3	$414K	Sell	4,981 -130	-3%	-$10.7K	0.01%	520
2024 Q2	$417K	Hold	5,111	–	–	0.02%	494
2024 Q1	$418K	Sell	5,111 -138	-3%	-$11.3K	0.02%	495
2023 Q4	$431K	Sell	5,249 -2,149	-29%	-$175K	0.02%	479
2023 Q3	$599K	Sell	7,398 -5,605	-43%	-$454K	0.03%	398
2023 Q2	$1.05M	Buy	13,003 +8,730	+204%	+$714K	0.05%	317
2023 Q1	$351K	Buy	4,273 +4,003	+1,483%	+$326K	0.02%	505
2022 Q4	$21.9K	Buy	+270	New	+$21.9K	﹤0.01%	1086

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

U.S. Capital Wealth Advisors's SHY Position: Q1 2026 in Review

U.S. Capital Wealth Advisors held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q1 2026 at 4,352 shares worth $359K. The position accounts for 0.01% of the portfolio, ranked #762.

U.S. Capital Wealth Advisors first reported a position in SHY in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.05M in Q2 2023. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

U.S. Capital Wealth Advisors held 4,352 shares of iShares 1-3 Year Treasury Bond ETF worth $359K as of Q1 2026.
U.S. Capital Wealth Advisors left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #762 holding.
U.S. Capital Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and has held it in 14 quarters since.
U.S. Capital Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $1.05M in Q2 2023.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.