DWA
SHY icon

Delos Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Delos Wealth Advisors’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 		– Sell
-356
Closed -$29.5K – 303
2025
Q4 		$29.5K Hold
356
– – 0.02% 120
2025
Q3 		$29.5K Hold
356
– – 0.02% 135
2025
Q2 		$29.5K Buy
+356
New +$29.4K 0.02% 121
2024
Q4 		– Sell
-1,349
Closed -$112K – 214
2024
Q3 		$112K Sell
1,349
-49,522
-97% -$4.09M 0.1% 67
2024
Q2 		$4.15M Buy
50,871
+3,130
+7% +$255K 4.01% 3
2024
Q1 		$3.9M Buy
47,741
+19,397
+68% +$1.59M 4.39% 2
2023
Q4 		$2.33M Buy
28,344
+222
+0.8% +$18K 3.37% 8
2023
Q3 		$2.28M Sell
28,122
-758
-3% -$61.4K 2.77% 10
2023
Q2 		$2.34M Buy
28,880
+375
+1% +$30.7K 2.99% 9
2023
Q1 		$2.34M Buy
28,505
+26,070
+1,071% +$2.13M 2.96% 9
2022
Q4 		$198K Sell
2,435
-6,122
-72% -$497K 0.3% 37
2022
Q3 		$695K Buy
8,557
+122
+1% +$10K 0.83% 32
2022
Q2 		$698K Buy
8,435
+188
+2% +$15.6K 0.78% 33
2022
Q1 		$687K Sell
8,247
-7,035
-46% -$595K 0.68% 39
2021
Q4 		$1.31M Buy
15,282
+587
+4% +$50.4K 1.24% 28
2021
Q3 		$1.27M Sell
14,695
-16,207
-52% -$1.4M 1.39% 27
2021
Q2 		$2.66M Buy
+30,902
New +$2.67M 3.33% 4

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

Delos Wealth Advisors's SHY Position: Q1 2026 in Review

Delos Wealth Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2026, closing a stake of 356 shares — an estimated $29.5K sold.

Delos Wealth Advisors first reported a position in SHY in Q2 2021 and held it in 17 quarters. The position peaked at $4.15M in Q2 2024. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Delos Wealth Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Delos Wealth Advisors sold 356 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $29.5K.
  • Delos Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2021 and held it in 17 quarters.
  • Delos Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $4.15M in Q2 2024.
  • 1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Delos Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.