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

Etesian 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 		$261K Hold
3,157
– – 0.08% 121
2025
Q4 		$261K Sell
3,157
-88
-3% -$7.29K 0.08% 118
2025
Q3 		$269K Hold
3,245
– – 0.09% 119
2025
Q2 		$269K Buy
3,245
+381
+13% +$31.5K 0.1% 125
2025
Q1 		$237K Buy
+2,864
New +$236K 0.1% 130

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

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

Etesian Wealth Advisors held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q1 2026 at 3,157 shares worth $261K. The position accounts for 0.08% of the portfolio, ranked #121.

Etesian Wealth Advisors first reported a position in SHY in Q1 2025 and has held it in 5 quarters since. The position peaked at $269K in Q3 2025. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Etesian Wealth Advisors held 3,157 shares of iShares 1-3 Year Treasury Bond ETF worth $261K as of Q1 2026.
  • Etesian Wealth Advisors left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q1 2026.
  • iShares 1-3 Year Treasury Bond ETF made up 0.08% of Etesian Wealth Advisors's portfolio in Q1 2026, its #121 holding.
  • Etesian Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Etesian Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $269K in Q3 2025.
  • 1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Etesian Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.