VC
SHY icon

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

Vestor 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
2025
Q4 		– Sell
-1,913
Closed -$159K – 289
2025
Q3 		$159K Sell
1,913
-8,337
-81% -$690K 0.01% 169
2025
Q2 		$367K Buy
10,250
+9,307
+987% +$768K 0.03% 114
2025
Q1 		$78K Hold
943
– – 0.01% 201
2024
Q4 		$77K Hold
943
– – 0.01% 222
2024
Q3 		$78K Hold
943
– – 0.01% 195
2024
Q2 		$77K Buy
943
+289
+44% +$23.5K 0.01% 194
2024
Q1 		$53K Sell
654
-30
-4% -$2.46K ﹤0.01% 232
2023
Q4 		$56K Buy
684
+153
+29% +$12.4K 0.01% 211
2023
Q3 		$43K Buy
531
+5
+1% +$405 ﹤0.01% 241
2023
Q2 		$43K Hold
526
– – ﹤0.01% 256
2023
Q1 		$43K Sell
526
-99
-16% -$8.07K 0.01% 239
2022
Q4 		$51K Buy
625
+99
+19% +$8.03K 0.01% 223
2022
Q3 		$43K Sell
526
-35
-6% -$2.88K 0.01% 211
2022
Q2 		$46K Buy
561
+35
+7% +$2.9K 0.01% 200
2022
Q1 		$44K Hold
526
– – ﹤0.01% 223
2021
Q4 		$45K Hold
526
– – ﹤0.01% 218
2021
Q3 		$45K Hold
526
– – ﹤0.01% 221
2021
Q2 		$45K Buy
526
+55
+12% +$4.74K ﹤0.01% 206
2021
Q1 		$41K Hold
471
– – ﹤0.01% 206
2020
Q4 		$41K Buy
+471
New +$40.7K 0.01% 206
2017
Q3 		– Sell
-549
Closed -$46K – 127
2017
Q2 		$46K Buy
+549
New +$46.4K 0.01% 118

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Vestor Capital's SHY Position: Q4 2025 in Review

Vestor Capital sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2025, closing a stake of 1,913 shares — an estimated $159K sold.

Vestor Capital first reported a position in SHY in Q2 2017 and held it in 21 quarters. The position peaked at $367K in Q2 2025. 1,203 funds tracked by Wall St. Rank hold SHY as of Q4 2025.

  • Vestor Capital reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Vestor Capital sold 1,913 iShares 1-3 Year Treasury Bond ETF shares in Q4 2025, an estimated $159K.
  • Vestor Capital first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2017 and held it in 21 quarters.
  • Vestor Capital's iShares 1-3 Year Treasury Bond ETF position peaked at $367K in Q2 2025.
  • 1,203 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2025.

Based on Vestor Capital's 13F filing for Q4 2025, filed 11 Feb 2026.