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Arete Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Arete Wealth Advisors’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 		$4.9M Buy
59,390
+48,030
+423% +$3.98M 0.37% 68
2025
Q4 		$941K Buy
11,360
+1,611
+17% +$134K 0.06% 296
2025
Q3 		$809K Sell
9,749
-43,650
-82% -$3.61M 0.05% 324
2025
Q2 		$4.42M Buy
53,399
+832
+2% +$68.7K 0.31% 68
2025
Q1 		$4.35M Sell
52,567
-3,554
-6% -$292K 0.33% 65
2024
Q4 		$4.6M Sell
56,121
-72
-0.1% -$5.92K 0.33% 64
2024
Q3 		$4.67M Buy
56,193
+49,855
+787% +$4.11M 0.4% 58
2024
Q2 		$518K Buy
+6,338
New +$516K 0.04% 380
2024
Q1 		– Sell
-59,158
Closed -$4.85M – 668
2023
Q4 		$4.85M Buy
59,158
+12,608
+27% +$1.02M 0.37% 57
2023
Q3 		$3.77M Buy
46,550
+39,672
+577% +$3.21M 0.65% 27
2023
Q2 		$558K Sell
6,878
-643
-9% -$52.6K 0.05% 337
2023
Q1 		$618K Sell
7,521
-3,571
-32% -$291K 0.05% 294
2022
Q4 		$900M Sell
11,092
-1,654
-13% -$134K 0.08% 222
2022
Q3 		$1.03M Buy
12,746
+3,447
+37% +$284K 0.1% 175
2022
Q2 		$770K Buy
9,299
+1,484
+19% +$123K 0.08% 182
2022
Q1 		$651K Buy
7,815
+1,070
+16% +$90.4K 0.05% 237
2021
Q4 		$577K Sell
6,745
-506
-7% -$43.4K 0.05% 261
2021
Q3 		$625K Buy
+7,251
New +$625K 0.07% 221
2021
Q2 		– Sell
-8,907
Closed -$768K – 428
2021
Q1 		$768K Sell
8,907
-32,136
-78% -$2.77M 0.1% 185
2020
Q4 		$3.55M Sell
41,043
-24,672
-38% -$2.13M 0.5% 49
2020
Q3 		$5.68M Sell
65,715
-5,360
-8% -$464K 0.86% 23
2020
Q2 		$6.16M Buy
+71,075
New +$6.16M 1.07% 19
2019
Q4 		– Sell
-25,001
Closed -$2.12M – 424
2019
Q3 		$2.12M Buy
25,001
+1,087
+5% +$92.1K 0.41% 61
2019
Q2 		$2.03M Sell
23,914
-168
-0.7% -$14.1K 0.39% 63
2019
Q1 		$2.03M Buy
24,082
+2,224
+10% +$186K 0.42% 58
2018
Q4 		$1.83M Buy
+21,858
New +$1.82M 0.44% 57

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

Arete Wealth Advisors's SHY Position: Q1 2026 in Review

Arete Wealth Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 423% in Q1 2026, buying an estimated $3.98M and bringing the position to 59,390 shares worth $4.9M. The position accounts for 0.37% of the portfolio, ranked #68.

Arete Wealth Advisors first reported a position in SHY in Q4 2018 and has held it in 26 quarters since. The position peaked at $900M in Q4 2022. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Arete Wealth Advisors held 59,390 shares of iShares 1-3 Year Treasury Bond ETF worth $4.9M as of Q1 2026.
  • Arete Wealth Advisors bought 48,030 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $3.98M.
  • iShares 1-3 Year Treasury Bond ETF made up 0.37% of Arete Wealth Advisors's portfolio in Q1 2026, its #68 holding.
  • Arete Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and has held it in 26 quarters since.
  • Arete Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $900M in Q4 2022.
  • 1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.