Question 1

How many shares of SHY does UNITED CAPITAL FINANCIAL ADVISORS, LLC own?

Accepted Answer

As of 2026-Q1, UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 199,938 shares of SHY (ISHARES 1-3 YEAR TREASURY BO).

Question 2

What is UNITED CAPITAL FINANCIAL ADVISORS, LLC's SHY position worth?

Accepted Answer

As of 2026-Q1, UNITED CAPITAL FINANCIAL ADVISORS, LLC's SHY position is worth $16.5M.

Question 3

Is UNITED CAPITAL FINANCIAL ADVISORS, LLC buying or selling SHY?

Accepted Answer

In 2026-Q1, UNITED CAPITAL FINANCIAL ADVISORS, LLC decreased their SHY position (-21.8% change in shares).

Question 4

When did UNITED CAPITAL FINANCIAL ADVISORS, LLC first buy SHY?

Accepted Answer

Based on available 13F filings, UNITED CAPITAL FINANCIAL ADVISORS, LLC first reported a position in SHY in 2019-Q1. They have held the position across 29 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Decreased	199,938	-21.8%	$16.5M	0.1%	$81.35	0
2025-Q4	Increased	255,709	+0.6%	$21.2M	0.1%	$81.13	34
2025-Q3	Decreased	254,260	-4.3%	$21.1M	0.2%	$80.27	0
2025-Q2	Decreased	265,769	-5.1%	$22M	0.2%	$79.41	0
2025-Q1	Decreased	279,936	-22.5%	$23.2M	0.2%	$78.51	0
2024-Q4	Decreased	361,117	-0.8%	$29.6M	0.2%	$77.31	0
2024-Q3	Increased	363,948	+57.0%	$30.3M	0.2%	$77.37	49
2024-Q2	Decreased	231,742	-7.1%	$18.9M	0.2%	$75.21	0
2024-Q1	Decreased	249,425	-5.5%	$20.4M	0.2%	$74.60	0
2023-Q4	Decreased	263,880	-41.5%	$21.6M	0.2%	$74.39	0
2023-Q3	Decreased	450,922	-9.2%	$36.5M	0.2%	$72.58	0
2023-Q2	Decreased	496,707	-17.8%	$40.3M	0.2%	$72.12	0
2023-Q1	Decreased	604,060	-5.9%	$49.6M	0.3%	$72.57	0
2022-Q4	Increased	641,946	+37.3%	$52.1M	0.3%	$71.42	46
2022-Q3	Decreased	467,550	-42.1%	$38M	0.2%	$70.93	0
2022-Q2	Increased	808,252	+15.8%	$66.9M	0.4%	$72.08	41
2022-Q1	Increased	697,856	+12.9%	$58.2M	0.3%	$72.44	40
2021-Q4	Increased	617,961	+14.1%	$52.9M	0.2%	$74.30	40
2021-Q3	Increased	541,837	+7.4%	$46.7M	0.2%	$74.76	38
2021-Q2	Increased	504,649	+7.8%	$43.5M	0.2%	$74.73	38
2021-Q1	Increased	468,373	+2.7%	$40.4M	0.2%	$74.77	36
2020-Q4	Increased	456,152	+6.7%	$39.4M	0.2%	$74.84	37
2020-Q3	Decreased	427,576	-48.8%	$37M	0.2%	$74.83	0
2020-Q2	Decreased	834,615	-64.4%	$72.3M	0.5%	$74.78	0
2020-Q1	Increased	2.3M	+675.3%	$203.3M	1.7%	$74.61	78
2019-Q4	Decreased	302,530	-43.7%	$25.6M	0.2%	$72.64	0
2019-Q3	Decreased	537,087	-69.3%	$45.6M	0.3%	$72.33	0
2019-Q2	Decreased	1.7M	-27.3%	$148.3M	1.0%	$71.91	0
2019-Q1	New	2.4M	-	$202.5M	1.4%	$70.94	70

SHY29 quarters

SHY
29 quarters