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

Finer 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 Q3	$1.19M	Sell	14,712 -97	-0.7%	-$7.93K	0.47%	43
2026 Q2	$1.22M	Sell	14,809 -2,504	-14%	-$206K	0.54%	39
2026 Q1	$1.43M	Sell	17,313 -3,028	-15%	-$251K	0.72%	32
2025 Q4	$1.68M	Buy	+20,341	New	+$1.69M	0.82%	32
2024 Q4	–	Sell	-6,152	Closed	-$661K	–	84
2024 Q3	$661K	Buy	+6,152	New	+$508K	0.41%	47
2024 Q1	–	Sell	-3,164	Closed	-$260K	–	82
2023 Q4	$260K	Sell	3,164 -617	-16%	-$50.2K	0.19%	70
2023 Q3	$306K	Sell	3,781 -1,760	-32%	-$143K	0.24%	63
2023 Q2	$449K	Sell	5,541 -1,346	-20%	-$110K	0.35%	55
2023 Q1	$566K	Sell	6,887 -2,379	-26%	-$194K	0.48%	52
2022 Q4	$752K	Sell	9,266 -11,142	-55%	-$904K	0.7%	39
2022 Q3	$1.66M	Sell	20,408 -6,439	-24%	-$530K	1.63%	21
2022 Q2	$2.22M	Sell	26,847 -2,866	-10%	-$238K	2.03%	17
2022 Q1	$2.48M	Buy	29,713 +3,939	+15%	+$333K	2.02%	16
2021 Q4	$2.21M	Buy	+25,774	New	+$2.21M	1.83%	19

Other funds holding SHY

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

TFC Financial Management Boston, Massachusetts $893M AUM 15.25% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Finer Wealth Management's SHY Position: Q3 2026 in Review

Finer Wealth Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.66% in Q3 2026, selling an estimated $7.93K and leaving 14,712 shares worth $1.19M. The position accounts for 0.47% of the portfolio, ranked #43.

Finer Wealth Management first reported a position in SHY in Q4 2021 and has held it in 14 quarters since. The position peaked at $2.48M in Q1 2022. 712 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

Finer Wealth Management held 14,712 shares of iShares 1-3 Year Treasury Bond ETF worth $1.19M as of Q3 2026.
Finer Wealth Management sold 97 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $7.93K.
iShares 1-3 Year Treasury Bond ETF made up 0.47% of Finer Wealth Management's portfolio in Q3 2026, its #43 holding.
Finer Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2021 and has held it in 14 quarters since.
Finer Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $2.48M in Q1 2022.
712 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Finer Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.