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

ClientFirst 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	$965K	Hold	11,689	–	–	0.81%	13
2025 Q4	$968K	Hold	11,689	–	–	0.78%	13
2025 Q3	$970K	Buy	11,689 +133	+1%	+$11K	0.78%	13
2025 Q2	$958K	Hold	11,556	–	–	0.98%	13
2025 Q1	$956K	Hold	11,556	–	–	1.08%	12
2024 Q4	$947K	Buy	+11,556	New	+$950K	0.96%	12
2023 Q3	$1.07M	Buy	13,139 +1,495	+13%	+$121K	1.29%	10
2023 Q2	$945K	Buy	11,644 +7,794	+202%	+$637K	1.12%	13
2023 Q1	$316K	Hold	3,850	–	–	0.42%	17
2022 Q4	$313K	Hold	3,850	–	–	0.4%	19
2022 Q3	$313K	Buy	3,850 +300	+8%	+$24.7K	0.39%	21
2022 Q2	$294K	Buy	+3,550	New	+$295K	0.45%	23

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

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

ClientFirst Wealth Management held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q1 2026 at 11,689 shares worth $965K. The position accounts for 0.81% of the portfolio, ranked #13.

ClientFirst Wealth Management first reported a position in SHY in Q2 2022 and has held it in 12 quarters since. The position peaked at $1.07M in Q3 2023. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

ClientFirst Wealth Management held 11,689 shares of iShares 1-3 Year Treasury Bond ETF worth $965K as of Q1 2026.
ClientFirst Wealth Management left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.81% of ClientFirst Wealth Management's portfolio in Q1 2026, its #13 holding.
ClientFirst Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2022 and has held it in 12 quarters since.
ClientFirst Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $1.07M in Q3 2023.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on ClientFirst Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.