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

Verdence 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	$552K	Buy	6,689 +2,174	+48%	+$180K	0.03%	415
2025 Q4	$374K	Buy	4,515 +542	+14%	+$44.9K	0.02%	498
2025 Q3	$330K	Buy	3,973 +467	+13%	+$38.6K	0.02%	569
2025 Q2	$291K	Sell	3,506 -1,486	-30%	-$123K	0.02%	563
2025 Q1	$413K	Buy	4,992 +17	+0.3%	+$1.4K	0.03%	446
2024 Q4	$408K	Buy	4,975 +60	+1%	+$4.93K	0.03%	395
2024 Q3	$409K	Sell	4,915 -24	-0.5%	-$1.98K	0.03%	413
2024 Q2	$403K	Sell	4,939 -187	-4%	-$15.2K	0.04%	382
2024 Q1	$419K	Buy	5,126 +83	+2%	+$6.79K	0.04%	378
2023 Q4	$414K	Buy	5,043 +133	+3%	+$10.8K	0.04%	374
2023 Q3	$398K	Buy	+4,910	New	+$398K	0.04%	367

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

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

Verdence Capital Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 48% in Q1 2026, buying an estimated $180K and bringing the position to 6,689 shares worth $552K. The position accounts for 0.03% of the portfolio, ranked #415.

Verdence Capital Advisors first reported a position in SHY in Q3 2023 and has held it in 11 quarters since. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Verdence Capital Advisors held 6,689 shares of iShares 1-3 Year Treasury Bond ETF worth $552K as of Q1 2026.
Verdence Capital Advisors bought 2,174 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $180K.
iShares 1-3 Year Treasury Bond ETF made up 0.03% of Verdence Capital Advisors's portfolio in Q1 2026, its #415 holding.
Verdence Capital Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2023 and has held it in 11 quarters since.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Verdence Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.