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

Virtue Capital Management’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
-213,578
Closed -$17.6M – 381
2026
Q1 		$17.6M Buy
213,578
+200,630
+1,550% +$16.6M 2.68% 8
2025
Q4 		$1.94M Buy
12,948
+3,606
+39% +$299K 0.3% 56
2025
Q3 		$620K Sell
9,342
-52,277
-85% -$4.32M 0.1% 152
2025
Q2 		$5.11M Buy
+61,619
New +$5.09M 0.94% 22
2022
Q4 		– Sell
-3,339
Closed -$271K – 390
2022
Q3 		$271K Buy
3,339
+32
+1% +$2.63K 0.04% 192
2022
Q2 		$274K Sell
3,307
-89,846
-96% -$7.45M 0.04% 203
2022
Q1 		$7.76M Buy
93,153
+68,722
+281% +$5.81M 1.22% 12
2021
Q4 		$2.09M Buy
24,431
+9,487
+63% +$814K 0.31% 68
2021
Q3 		$1.29M Buy
14,944
+3,036
+25% +$262K 0.23% 120
2021
Q2 		$1.03M Buy
11,908
+2,298
+24% +$198K 0.2% 149
2021
Q1 		$829K Sell
9,610
-17,059
-64% -$1.47M 0.2% 154
2020
Q4 		$2.3M Sell
26,669
-38,588
-59% -$3.33M 0.57% 35
2020
Q3 		$5.64M Sell
65,257
-32,370
-33% -$2.8M 1.39% 9
2020
Q2 		$8.46M Buy
97,627
+83,090
+572% +$7.2M 1.95% 6
2020
Q1 		$1.26M Sell
14,537
-955
-6% -$81.6K 1.93% 6
2019
Q4 		$1.31M Sell
15,492
-695
-4% -$58.9K 0.38% 58
2019
Q3 		$1.37M Sell
16,187
-40,327
-71% -$3.42M 0.45% 70
2019
Q2 		$4.79M Sell
56,514
-85,954
-60% -$7.24M 1.74% 4
2019
Q1 		$12M Sell
142,468
-17,474
-11% -$1.46M 4.21% 3
2018
Q4 		$13.4M Buy
159,942
+147,764
+1,213% +$12.3M 6.24% 2
2018
Q3 		$1.01M Buy
12,178
+2,134
+21% +$178K 0.21% 118
2018
Q2 		$837K Buy
10,044
+9,730
+3,099% +$810K 0.41% 69
2018
Q1 		$26K Buy
314
+240
+324% +$20.1K 0.01% 292
2017
Q4 		$6K Buy
+74
New +$6.23K ﹤0.01% 363

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Virtue Capital Management's SHY Position: Q2 2026 in Review

Virtue Capital Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026, closing a stake of 213,578 shares — an estimated $17.6M sold.

Virtue Capital Management first reported a position in SHY in Q4 2017 and held it in 24 quarters. The position peaked at $17.6M in Q1 2026. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Virtue Capital Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Virtue Capital Management sold 213,578 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $17.6M.
  • Virtue Capital Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2017 and held it in 24 quarters.
  • Virtue Capital Management's iShares 1-3 Year Treasury Bond ETF position peaked at $17.6M in Q1 2026.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Virtue Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.