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

Avaii 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 Q1	$294K	Sell	3,564 -144	-4%	-$11.9K	0.1%	124
2025 Q4	$307K	Buy	3,708 +23	+0.6%	+$1.91K	0.11%	110
2025 Q3	$306K	Sell	3,685 -292	-7%	-$24.2K	0.12%	108
2025 Q2	$330K	Sell	3,977 -931	-19%	-$76.9K	0.15%	90
2025 Q1	$406K	Sell	4,908 -303	-6%	-$24.9K	0.22%	65
2024 Q4	$427K	Buy	5,211 +202	+4%	+$16.6K	0.21%	66
2024 Q3	$417K	Sell	5,009 -918	-15%	-$75.7K	0.21%	67
2024 Q2	$484K	Sell	5,927 -1,453	-20%	-$118K	0.27%	63
2024 Q1	$604K	Sell	7,380 -4,115	-36%	-$337K	0.35%	51
2023 Q4	$943K	Sell	11,495 -2,308	-17%	-$188K	0.61%	36
2023 Q3	$1.12M	Sell	13,803 -624	-4%	-$50.5K	0.85%	22
2023 Q2	$1.17M	Sell	14,427 -5,197	-26%	-$425K	0.9%	22
2023 Q1	$1.61M	Buy	19,624 +5,318	+37%	+$433K	1.41%	14
2022 Q4	$1.16M	Buy	+14,306	New	+$1.16M	1.04%	20

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Avaii Wealth Management's SHY Position: Q1 2026 in Review

Avaii Wealth Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 3.9% in Q1 2026, selling an estimated $11.9K and leaving 3,564 shares worth $294K. The position accounts for 0.1% of the portfolio, ranked #124.

Avaii Wealth Management first reported a position in SHY in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.61M in Q1 2023. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Avaii Wealth Management held 3,564 shares of iShares 1-3 Year Treasury Bond ETF worth $294K as of Q1 2026.
Avaii Wealth Management sold 144 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $11.9K.
iShares 1-3 Year Treasury Bond ETF made up 0.1% of Avaii Wealth Management's portfolio in Q1 2026, its #124 holding.
Avaii Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and has held it in 14 quarters since.
Avaii Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $1.61M in Q1 2023.
1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Avaii Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.