AWE
SHY icon

Avidian Wealth Enterprises’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Avidian Wealth Enterprises’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 		$569K Buy
7,005
+1,603
+30% +$131K 0.02% 448
2026
Q2 		$444K Sell
5,402
-3
-0.1% -$247 0.01% 501
2026
Q1 		$446K Buy
5,405
+1,210
+29% +$100K 0.01% 462
2025
Q4 		$347K Hold
4,195
– – 0.01% 446
2025
Q3 		$348K Sell
4,195
-4
-0.1% -$331 0.01% 437
2025
Q2 		$348K Hold
4,199
– – 0.01% 410
2025
Q1 		$347K Hold
4,199
– – 0.02% 378
2024
Q4 		$344K Sell
4,199
-203
-5% -$16.7K 0.02% 372
2024
Q3 		$366K Buy
4,402
+203
+5% +$16.7K 0.02% 357
2024
Q2 		$343K Sell
4,199
-361
-8% -$29.4K 0.01% 365
2024
Q1 		$373K Buy
4,560
+256
+6% +$20.9K 0.02% 320
2023
Q4 		$353K Sell
4,304
-11
-0.3% -$894 0.02% 316
2023
Q3 		$349K Sell
4,315
-2,326
-35% -$188K 0.02% 306
2023
Q2 		$538K Sell
6,641
-1,249
-16% -$102K 0.04% 255
2023
Q1 		$648K Sell
7,890
-675
-8% -$55K 0.04% 254
2022
Q4 		$695K Buy
8,565
+1,524
+22% +$124K 0.05% 226
2022
Q3 		$572K Sell
7,041
-2,565
-27% -$211K 0.04% 217
2022
Q2 		$795K Buy
9,606
+694
+8% +$57.6K 0.06% 196
2022
Q1 		$743K Buy
8,912
+472
+6% +$39.9K 0.05% 237
2021
Q4 		$722K Buy
+8,440
New +$724K 0.04% 237
2019
Q2 		– Sell
-2,415
Closed -$203K – 161
2019
Q1 		$203K Buy
+2,415
New +$202K 0.05% 128
2017
Q1 		– Sell
-35,214
Closed -$2.97M – 96
2016
Q4 		$2.97M Buy
35,214
+3,795
+12% +$321K 1.3% 16
2016
Q3 		$2.67M Buy
31,419
+5,198
+20% +$442K 1.08% 16
2016
Q2 		$2.24M Hold
26,221
– – 0.81% 20
2016
Q1 		$2.23M Buy
26,221
+7,450
+40% +$632K 1.2% 14
2015
Q4 		$1.58M Buy
18,771
+1,480
+9% +$125K 0.77% 13
2015
Q3 		$1.47M Buy
17,291
+2,065
+14% +$175K 0.92% 9
2015
Q2 		$1.29M Buy
+15,226
New +$1.29M 0.54% 14

Other funds holding SHY

AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return
IIM
Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

Avidian Wealth Enterprises's SHY Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 30% in Q3 2026, buying an estimated $131K and bringing the position to 7,005 shares worth $569K. The position accounts for 0.02% of the portfolio, ranked #448.

Avidian Wealth Enterprises first reported a position in SHY in Q2 2015 and has held it in 28 quarters since. The position peaked at $2.97M in Q4 2016. 51 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

  • Avidian Wealth Enterprises held 7,005 shares of iShares 1-3 Year Treasury Bond ETF worth $569K as of Q3 2026.
  • Avidian Wealth Enterprises bought 1,603 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $131K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.02% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #448 holding.
  • Avidian Wealth Enterprises first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2015 and has held it in 28 quarters since.
  • Avidian Wealth Enterprises's iShares 1-3 Year Treasury Bond ETF position peaked at $2.97M in Q4 2016.
  • 51 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.