AWMG
SHY icon

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

Alliance Wealth Management Group’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 		$754K Buy
9,135
+678
+8% +$56.1K 0.17% 56
2025
Q4 		$700K Buy
8,457
+642
+8% +$53.2K 0.15% 57
2025
Q3 		$648K Buy
7,815
+2,240
+40% +$185K 0.14% 60
2025
Q2 		$462K Buy
5,575
+45
+0.8% +$3.71K 0.12% 62
2025
Q1 		$457K Buy
5,530
+163
+3% +$13.4K 0.12% 61
2024
Q4 		$440K Buy
5,367
+341
+7% +$28K 0.12% 62
2024
Q3 		$418K Buy
5,026
+420
+9% +$34.7K 0.11% 61
2024
Q2 		$376K Buy
4,606
+633
+16% +$51.5K 0.11% 62
2024
Q1 		$325K Sell
3,973
-2,936
-42% -$240K 0.1% 66
2023
Q4 		$567K Buy
+6,909
New +$562K 0.18% 50
2023
Q2 		$465K Sell
5,740
-2,024
-26% -$165K 0.15% 52
2023
Q1 		$638K Buy
7,764
+1,497
+24% +$122K 0.22% 46
2022
Q4 		$509K Buy
6,267
+285
+5% +$23.1K 0.19% 50
2022
Q3 		$486K Buy
+5,982
New +$492K 0.19% 48

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Alliance Wealth Management Group's SHY Position: Q1 2026 in Review

Alliance Wealth Management Group increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 8% in Q1 2026, buying an estimated $56.1K and bringing the position to 9,135 shares worth $754K. The position accounts for 0.17% of the portfolio, ranked #56.

Alliance Wealth Management Group first reported a position in SHY in Q3 2022 and has held it in 14 quarters since. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Alliance Wealth Management Group held 9,135 shares of iShares 1-3 Year Treasury Bond ETF worth $754K as of Q1 2026.
  • Alliance Wealth Management Group bought 678 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $56.1K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.17% of Alliance Wealth Management Group's portfolio in Q1 2026, its #56 holding.
  • Alliance Wealth Management Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2022 and has held it in 14 quarters since.
  • 1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Alliance Wealth Management Group's 13F filing for Q1 2026, filed 29 Apr 2026.