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

Verus 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 Q2	$1.82M	Buy	22,223 +237	+1%	+$19.5K	0.1%	134
2026 Q1	$1.82M	Sell	21,986 -493	-2%	-$40.8K	0.12%	114
2025 Q4	$1.86M	Buy	22,479 +849	+4%	+$70.4K	0.12%	117
2025 Q3	$1.79M	Sell	21,630 -535	-2%	-$44.3K	0.14%	103
2025 Q2	$1.84M	Buy	22,165 +2,134	+11%	+$176K	0.16%	87
2025 Q1	$1.66M	Buy	20,031 +1,746	+10%	+$144K	0.17%	86
2024 Q4	$1.5M	Sell	18,285 -1,168	-6%	-$96K	0.14%	92
2024 Q3	$1.62M	Buy	19,453 +2,650	+16%	+$219K	0.16%	90
2024 Q2	$1.37M	Hold	16,803	–	–	0.14%	101
2024 Q1	$1.37M	Sell	16,803 -1,100	-6%	-$90K	0.15%	95
2023 Q4	$1.47M	Sell	17,903 -1,185	-6%	-$96.3K	0.18%	80
2023 Q3	$1.55M	Sell	19,088 -1,500	-7%	-$121K	0.22%	73
2023 Q2	$1.67M	Sell	20,588 -590	-3%	-$48.2K	0.24%	65
2023 Q1	$1.74M	Sell	21,178 -495	-2%	-$40.4K	0.27%	64
2022 Q4	$1.76M	Sell	21,673 -1,765	-8%	-$143K	0.33%	50
2022 Q3	$1.9M	Buy	23,438 +14,877	+174%	+$1.22M	0.36%	43
2022 Q2	$1.91M	Sell	8,561 -14,155	-62%	-$1.17M	0.37%	42
2022 Q1	$1.88M	Buy	+22,716	New	+$1.92M	0.29%	58
2020 Q1	$22K	Sell	256 -22	-8%	-$1.88K	0.01%	781
2019 Q4	$24K	Buy	+278	New	+$23.6K	0.01%	853

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

Verus Capital Partners's SHY Position: Q2 2026 in Review

Verus Capital Partners increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1.1% in Q2 2026, buying an estimated $19.5K and bringing the position to 22,223 shares worth $1.82M. The position accounts for 0.1% of the portfolio, ranked #134.

Verus Capital Partners first reported a position in SHY in Q4 2019 and has held it in 20 quarters since. The position peaked at $1.91M in Q2 2022. 1,216 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Verus Capital Partners held 22,223 shares of iShares 1-3 Year Treasury Bond ETF worth $1.82M as of Q2 2026.
Verus Capital Partners bought 237 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $19.5K.
iShares 1-3 Year Treasury Bond ETF made up 0.1% of Verus Capital Partners's portfolio in Q2 2026, its #134 holding.
Verus Capital Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2019 and has held it in 20 quarters since.
Verus Capital Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $1.91M in Q2 2022.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Verus Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.