Able Wealth Management
SHY icon

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
Q3 		$6.42M Buy
79,131
+3,395
+4% +$278K 1.41% 19
2026
Q2 		$6.22M Buy
75,736
+207
+0.3% +$17K 1.43% 21
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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
RPOA Advisors
RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return
Edge Wealth Management
Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return
TFC Financial Management
TFC Financial Management Boston, Massachusetts $893M AUM 15.25% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
New Harbor Financial Group
New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

Able Wealth Management's SHY Position: Q3 2026 in Review

Able Wealth Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 4.5% in Q3 2026, buying an estimated $278K and bringing the position to 79,131 shares worth $6.42M. The position accounts for 1.41% of the portfolio, ranked #19.

Able Wealth Management first reported a position in SHY in Q4 2023 and has held it in 12 quarters since. 417 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

  • Able Wealth Management held 79,131 shares of iShares 1-3 Year Treasury Bond ETF worth $6.42M as of Q3 2026.
  • Able Wealth Management bought 3,395 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $278K.
  • iShares 1-3 Year Treasury Bond ETF made up 1.41% of Able Wealth Management's portfolio in Q3 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 12 quarters since.
  • 417 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.