First Wilshire Securities Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

First Wilshire Securities 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	–	Sell	-2,486	Closed	-$206K	–	89
2025 Q4	$206K	Sell	2,486 -433	-15%	-$35.9K	0.05%	83
2025 Q3	$242K	Sell	2,919 -458	-14%	-$37.9K	0.06%	76
2025 Q2	$280K	Sell	3,377 -159	-4%	-$13.1K	0.08%	74
2025 Q1	$293K	Buy	3,536 +807	+30%	+$66.4K	0.08%	68
2024 Q4	$224K	Buy	+2,729	New	+$224K	0.06%	80
2021 Q4	–	Sell	-4,046	Closed	-$349K	–	89
2021 Q3	$349K	Hold	4,046	–	–	0.12%	66
2021 Q2	$349K	Hold	4,046	–	–	0.12%	62
2021 Q1	$349K	Hold	4,046	–	–	0.13%	63
2020 Q4	$349K	Hold	4,046	–	–	0.14%	59
2020 Q3	$350K	Buy	+4,046	New	+$350K	0.17%	57

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

First Wilshire Securities Management's SHY Position: Q1 2026 in Review

First Wilshire Securities Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2026, closing a stake of 2,486 shares — an estimated $206K sold.

First Wilshire Securities Management first reported a position in SHY in Q3 2020 and held it in 10 quarters. The position peaked at $350K in Q3 2020. 1,225 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

First Wilshire Securities Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
First Wilshire Securities Management sold 2,486 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $206K.
First Wilshire Securities Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2020 and held it in 10 quarters.
First Wilshire Securities Management's iShares 1-3 Year Treasury Bond ETF position peaked at $350K in Q3 2020.
1,225 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on First Wilshire Securities Management's 13F filing for Q1 2026, filed 12 May 2026.