Ashton Thomas Private Wealth
SHY icon

Ashton Thomas Private Wealth’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Ashton Thomas Private Wealth’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 		$14.2M Sell
175,023
-32,485
-16% -$2.66M 0.29% 80
2026
Q2 		$17M Sell
207,508
-104,825
-34% -$8.62M 0.36% 63
2026
Q1 		$25.8M Buy
312,333
+53,149
+21% +$4.4M 0.61% 31
2025
Q4 		$21.5M Buy
259,184
+20,293
+8% +$1.68M 0.52% 40
2025
Q3 		$19.8M Buy
238,891
+21,576
+10% +$1.78M 0.51% 36
2025
Q2 		$18M Sell
217,315
-6,967
-3% -$575K 0.63% 30
2025
Q1 		$18.6M Buy
224,282
+170,762
+319% +$14M 0.71% 24
2024
Q4 		$4.39M Buy
53,520
+20,918
+64% +$1.72M 0.17% 142
2024
Q3 		$2.71M Buy
32,602
+3,807
+13% +$314K 0.14% 173
2024
Q2 		$2.35M Sell
28,795
-16,297
-36% -$1.33M 0.13% 176
2024
Q1 		$3.69M Buy
45,092
+998
+2% +$81.7K 0.21% 130
2023
Q4 		$3.62M Sell
44,094
-5,392
-11% -$438K 0.23% 123
2023
Q3 		$4.01M Sell
49,486
-36
-0.1% -$2.92K 0.29% 90
2023
Q2 		$4.02M Sell
49,522
-26,831
-35% -$2.19M 0.31% 83
2023
Q1 		$6.27M Sell
76,353
-15,887
-17% -$1.3M 0.55% 40
2022
Q4 		$7.49M Sell
92,240
-93,467
-50% -$7.58M 0.74% 25
2022
Q3 		$15.1M Buy
185,707
+117,195
+171% +$9.6M 1.7% 4
2022
Q2 		$5.67M Sell
68,512
-43,414
-39% -$3.6M 0.61% 34
2022
Q1 		$9.33M Buy
111,926
+90,715
+428% +$7.67M 0.82% 21
2021
Q4 		$1.81M Sell
21,211
-210,006
-91% -$18M 0.18% 145
2021
Q3 		$19.9M Buy
231,217
+222,228
+2,472% +$19.2M 2.88% 4
2021
Q2 		$774K Sell
8,989
-276,526
-97% -$23.9M 0.12% 191
2021
Q1 		$24.6M Buy
285,515
+272,970
+2,176% +$23.6M 4.17% 2
2020
Q4 		$1.08M Sell
12,545
-9,130
-42% -$789K 0.21% 130
2020
Q3 		$1.88M Sell
21,675
-16,371
-43% -$1.42M 0.47% 53
2020
Q2 		$3.3M Buy
38,046
+34,520
+979% +$2.99M 0.98% 16
2020
Q1 		$306K Buy
3,526
+171
+5% +$14.6K 0.13% 167
2019
Q4 		$284K Sell
3,355
-1,280
-28% -$108K 0.09% 194
2019
Q3 		$393K Sell
4,635
-786
-14% -$66.6K 0.16% 122
2019
Q2 		$460K Sell
5,421
-4,591
-46% -$387K 0.18% 109
2019
Q1 		$842K Buy
+10,012
New +$838K 0.35% 74

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Ashton Thomas Private Wealth's SHY Position: Q3 2026 in Review

Ashton Thomas Private Wealth reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 16% in Q3 2026, selling an estimated $2.66M and leaving 175,023 shares worth $14.2M. The position accounts for 0.29% of the portfolio, ranked #80.

Ashton Thomas Private Wealth first reported a position in SHY in Q1 2019 and has held it in 31 quarters since. The position peaked at $25.8M in Q1 2026. 1,105 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

  • Ashton Thomas Private Wealth held 175,023 shares of iShares 1-3 Year Treasury Bond ETF worth $14.2M as of Q3 2026.
  • Ashton Thomas Private Wealth sold 32,485 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $2.66M.
  • iShares 1-3 Year Treasury Bond ETF made up 0.29% of Ashton Thomas Private Wealth's portfolio in Q3 2026, its #80 holding.
  • Ashton Thomas Private Wealth first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2019 and has held it in 31 quarters since.
  • Ashton Thomas Private Wealth's iShares 1-3 Year Treasury Bond ETF position peaked at $25.8M in Q1 2026.
  • 1,105 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.