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

Atlantic 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
Q1 		$4.04K Hold
49
– – ﹤0.01% 210
2025
Q4 		$4.03K Buy
49
+1
+2% +$83 ﹤0.01% 213
2025
Q3 		$3.98K Hold
48
– – ﹤0.01% 201
2025
Q2 		$3.94K Buy
48
+1
+2% +$83 ﹤0.01% 197
2025
Q1 		$3.9K Hold
47
– – ﹤0.01% 193
2024
Q4 		$3.83K Buy
47
+1
+2% +$82 ﹤0.01% 184
2024
Q3 		$3.84K Buy
+46
New +$3.79K ﹤0.01% 167

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

Atlantic Private Wealth's SHY Position: Q1 2026 in Review

Atlantic Private Wealth held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q1 2026 at 49 shares worth $4.04K. The position accounts for ﹤0.01% of the portfolio, ranked #210.

Atlantic Private Wealth first reported a position in SHY in Q3 2024 and has held it in 7 quarters since. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Atlantic Private Wealth held 49 shares of iShares 1-3 Year Treasury Bond ETF worth $4.04K as of Q1 2026.
  • Atlantic Private Wealth left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q1 2026.
  • iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of Atlantic Private Wealth's portfolio in Q1 2026, its #210 holding.
  • Atlantic Private Wealth first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • 1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.