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SHYSHY
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Position history for CAPTRUST FINANCIAL ADVISORSCAPTRUST FINANCIAL ADVISORS's holdings in ISHARES 1-3 YEAR TREASURY BO

CAPTRUST FINANCIAL ADVISORS holds 21.1M shares of SHY (ISHARES 1-3 YEAR TREASURY BO), worth $1.7B as of 2026-Q2. The position was increased (+9.9% shares). SHY represents 2.6% of CAPTRUST FINANCIAL ADVISORS's portfolio.

Current Value

$1.7B

Current Shares

21.1M

Total Value Change

+$1B

Total Shares Change

+12.6M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
21.1M
+9.9%
$1.7B2.6%$81.62
60
2026-Q1
Increased
19.2M
+6.8%
$1.6B2.8%$81.35
59
2025-Q4
Increased
18M
+5.5%
$1.5B2.8%$81.13
58
2025-Q3
Increased
17M
+58.5%
$1.4B2.9%$80.27
78
2025-Q2
Increased
10.7M
+4.9%
$890.2M2.0%$79.41
53
2025-Q1
Increased
10.2M
+10.9%
$847.2M2.1%$78.51
60
2024-Q4
Increased
9.2M
+9.1%
$756.9M2.2%$77.31
59
2024-Q3
Increased
8.5M
+72.7%
$703.9M2.1%$77.37
81

Other major holders of SHY: BNP PARIBAS FINANCIAL MARKETS, MORGAN STANLEY

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