Discipline Wealth Solutions’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Discipline Wealth Solutions’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	$3.23M	Buy	39,791 +231	+0.6%	+$18.9K	0.28%	55
2026 Q2	$3.25M	Sell	39,560 -617	-2%	-$50.7K	0.28%	53
2026 Q1	$3.32M	Buy	40,177 +17,033	+74%	+$1.41M	0.35%	49
2025 Q4	$1.92M	Buy	23,144 +7,482	+48%	+$620K	0.36%	53
2025 Q3	$1.3M	Buy	15,662 +2,209	+16%	+$183K	0.34%	49
2025 Q2	$1.11M	Buy	13,453 +6,894	+105%	+$569K	0.43%	39
2025 Q1	$543K	Sell	6,559 -305	-4%	-$25.1K	0.26%	48
2024 Q4	$563K	Sell	6,864 -4,445	-39%	-$365K	0.26%	47
2024 Q3	$940K	Buy	+11,309	New	+$933K	0.5%	28

Other funds holding SHY

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return

Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Discipline Wealth Solutions's SHY Position: Q3 2026 in Review

Discipline Wealth Solutions increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.58% in Q3 2026, buying an estimated $18.9K and bringing the position to 39,791 shares worth $3.23M. The position accounts for 0.28% of the portfolio, ranked #55.

Discipline Wealth Solutions first reported a position in SHY in Q3 2024 and has held it in 9 quarters since. The position peaked at $3.32M in Q1 2026. 381 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

Discipline Wealth Solutions held 39,791 shares of iShares 1-3 Year Treasury Bond ETF worth $3.23M as of Q3 2026.
Discipline Wealth Solutions bought 231 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $18.9K.
iShares 1-3 Year Treasury Bond ETF made up 0.28% of Discipline Wealth Solutions's portfolio in Q3 2026, its #55 holding.
Discipline Wealth Solutions first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2024 and has held it in 9 quarters since.
Discipline Wealth Solutions's iShares 1-3 Year Treasury Bond ETF position peaked at $3.32M in Q1 2026.
381 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.