FIM
SHY icon

FWL Investment Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

FWL Investment 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 		$4.45M Buy
53,853
+41,368
+331% +$3.42M 0.98% 29
2025
Q4 		$1.03M Sell
12,485
-15
-0.1% -$1.24K 0.25% 54
2025
Q3 		$1.04M Buy
12,500
+212
+2% +$17.5K 0.27% 53
2025
Q2 		$1.02M Buy
12,288
+3,820
+45% +$315K 0.31% 52
2025
Q1 		$701K Buy
8,468
+660
+8% +$54.3K 0.26% 52
2024
Q4 		$640K Buy
7,808
+6,538
+515% +$537K 0.23% 56
2024
Q3 		$106K Sell
1,270
-29
-2% -$2.39K 0.04% 93
2024
Q2 		$106K Sell
1,299
-4,891
-79% -$398K 0.05% 71
2024
Q1 		$506K Sell
6,190
-10,557
-63% -$864K 0.28% 44
2023
Q4 		$1.37M Sell
16,747
-1,208
-7% -$98.2K 0.8% 30
2023
Q3 		$1.45M Buy
17,955
+19
+0.1% +$1.54K 0.98% 25
2023
Q2 		$1.45M Sell
17,936
-3,736
-17% -$305K 0.99% 28
2023
Q1 		$1.78M Buy
21,672
+5,774
+36% +$471K 1.31% 23
2022
Q4 		$1.29M Buy
15,898
+6,265
+65% +$508K 0.98% 23
2022
Q3 		$782K Buy
+9,633
New +$793K 0.69% 24

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

FWL Investment Management's SHY Position: Q1 2026 in Review

FWL Investment Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 331% in Q1 2026, buying an estimated $3.42M and bringing the position to 53,853 shares worth $4.45M. The position accounts for 0.98% of the portfolio, ranked #29.

FWL Investment Management first reported a position in SHY in Q3 2022 and has held it in 15 quarters since. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • FWL Investment Management held 53,853 shares of iShares 1-3 Year Treasury Bond ETF worth $4.45M as of Q1 2026.
  • FWL Investment Management bought 41,368 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $3.42M.
  • iShares 1-3 Year Treasury Bond ETF made up 0.98% of FWL Investment Management's portfolio in Q1 2026, its #29 holding.
  • FWL Investment Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2022 and has held it in 15 quarters since.
  • 1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on FWL Investment Management's 13F filing for Q1 2026, filed 15 May 2026.