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

Diversify 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	$891K	Buy	10,813 +1,868	+21%	+$155K	0.02%	634
2025 Q4	$741K	Sell	8,945 -168	-2%	-$13.9K	0.03%	370
2025 Q3	$754K	Sell	9,113 -10,679	-54%	-$883K	0.04%	318
2025 Q2	$1.64M	Sell	19,792 -1,836	-8%	-$152K	0.1%	198
2025 Q1	$1.8M	Buy	21,628 +10,092	+87%	+$830K	0.13%	177
2024 Q4	$944K	Buy	11,536 +3,043	+36%	+$250K	0.07%	226
2024 Q3	$700K	Sell	8,493 -6,221	-42%	-$513K	0.07%	241
2024 Q2	$1.22M	Buy	+14,714	New	+$1.2M	0.15%	141

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

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

Diversify Wealth Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 21% in Q1 2026, buying an estimated $155K and bringing the position to 10,813 shares worth $891K. The position accounts for 0.02% of the portfolio, ranked #634.

Diversify Wealth Management first reported a position in SHY in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.8M in Q1 2025. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Diversify Wealth Management held 10,813 shares of iShares 1-3 Year Treasury Bond ETF worth $891K as of Q1 2026.
Diversify Wealth Management bought 1,868 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $155K.
iShares 1-3 Year Treasury Bond ETF made up 0.02% of Diversify Wealth Management's portfolio in Q1 2026, its #634 holding.
Diversify Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2024 and has held it in 8 quarters since.
Diversify Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $1.8M in Q1 2025.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

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