Able Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Able Wealth 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 Q1	$6.24M	Buy	75,529 +5,704	+8%	+$472K	1.67%	19
2025 Q4	$5.78M	Buy	69,825 +66,652	+2,101%	+$5.53M	1.83%	18
2025 Q3	$263K	Buy	3,173 +26	+0.8%	+$2.15K	0.1%	92
2025 Q2	$261K	Sell	3,147 -704	-18%	-$58.1K	0.13%	91
2025 Q1	$319K	Sell	3,851 -64	-2%	-$5.26K	0.19%	79
2024 Q4	$321K	Sell	3,915 -202	-5%	-$16.6K	0.21%	70
2024 Q3	$342K	Buy	4,117 +27	+0.7%	+$2.23K	0.26%	62
2024 Q2	$334K	Sell	4,090 -534	-12%	-$43.4K	0.27%	57
2024 Q1	$378K	Buy	4,624 +23	+0.5%	+$1.88K	0.33%	50
2023 Q4	$377K	Buy	+4,601	New	+$374K	0.34%	49

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Able Wealth Management's SHY Position: Q1 2026 in Review

Able Wealth Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 8.2% in Q1 2026, buying an estimated $472K and bringing the position to 75,529 shares worth $6.24M. The position accounts for 1.67% of the portfolio, ranked #19.

Able Wealth Management first reported a position in SHY in Q4 2023 and has held it in 10 quarters since. 1,217 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Able Wealth Management held 75,529 shares of iShares 1-3 Year Treasury Bond ETF worth $6.24M as of Q1 2026.
Able Wealth Management bought 5,704 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $472K.
iShares 1-3 Year Treasury Bond ETF made up 1.67% of Able Wealth Management's portfolio in Q1 2026, its #19 holding.
Able Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
1,217 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Able Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.