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

Bartlett & Co 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 		$16M Sell
194,098
-33,060
-15% -$2.74M 0.2% 82
2025
Q4 		$18.8M Sell
227,158
-47,457
-17% -$3.93M 0.25% 76
2025
Q3 		$22.8M Sell
274,615
-181,484
-40% -$15M 0.3% 70
2025
Q2 		$37.8M Buy
456,099
+51,847
+13% +$4.28M 0.53% 53
2025
Q1 		$33.4M Buy
404,252
+64,202
+19% +$5.28M 0.49% 54
2024
Q4 		$27.9M Buy
340,050
+36,830
+12% +$3.03M 0.4% 59
2024
Q3 		$25.2M Buy
303,220
+52,021
+21% +$4.29M 0.36% 61
2024
Q2 		$20.5M Buy
251,199
+38,983
+18% +$3.17M 0.31% 69
2024
Q1 		$17.4M Buy
212,216
+67,049
+46% +$5.49M 0.27% 74
2023
Q4 		$11.9M Buy
145,167
+143,350
+7,889% +$11.7M 0.19% 89
2023
Q3 		$147K Hold
1,817
– – ﹤0.01% 487
2023
Q2 		$147K Sell
1,817
-122
-6% -$9.97K ﹤0.01% 490
2023
Q1 		$159K Sell
1,939
-79
-4% -$6.44K ﹤0.01% 406
2022
Q4 		$164K Sell
2,018
-885
-30% -$71.8K ﹤0.01% 410
2022
Q3 		$236K Hold
2,903
– – 0.01% 352
2022
Q2 		$240K Hold
2,903
– – ﹤0.01% 346
2022
Q1 		$242K Buy
2,903
+28
+1% +$2.37K ﹤0.01% 364
2021
Q4 		$246K Hold
2,875
– – ﹤0.01% 369
2021
Q3 		$248K Buy
2,875
+1,000
+53% +$86.2K ﹤0.01% 323
2021
Q2 		$162K Buy
1,875
+470
+33% +$40.5K ﹤0.01% 345
2021
Q1 		$121K Hold
1,405
– – ﹤0.01% 390
2020
Q4 		$121K Buy
1,405
+755
+116% +$65.2K ﹤0.01% 384
2020
Q3 		$56.2K Hold
650
– – ﹤0.01% 482
2020
Q2 		$56.3K Hold
650
– – ﹤0.01% 474
2020
Q1 		$56.3K Buy
+650
New +$55.5K ﹤0.01% 443

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

Bartlett & Co Wealth Management's SHY Position: Q1 2026 in Review

Bartlett & Co Wealth Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 15% in Q1 2026, selling an estimated $2.74M and leaving 194,098 shares worth $16M. The position accounts for 0.2% of the portfolio, ranked #82.

Bartlett & Co Wealth Management first reported a position in SHY in Q1 2020 and has held it in 25 quarters since. The position peaked at $37.8M in Q2 2025. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Bartlett & Co Wealth Management held 194,098 shares of iShares 1-3 Year Treasury Bond ETF worth $16M as of Q1 2026.
  • Bartlett & Co Wealth Management sold 33,060 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $2.74M.
  • iShares 1-3 Year Treasury Bond ETF made up 0.2% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #82 holding.
  • Bartlett & Co Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2020 and has held it in 25 quarters since.
  • Bartlett & Co Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $37.8M in Q2 2025.
  • 1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.