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
Q2 		$5.56M Buy
67,732
+13,879
+26% +$1.14M 1.02% 31
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 $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FWL Investment Management's SHY Position: Q2 2026 in Review

FWL Investment Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 26% in Q2 2026, buying an estimated $1.14M and bringing the position to 67,732 shares worth $5.56M. The position accounts for 1.02% of the portfolio, ranked #31.

FWL Investment Management first reported a position in SHY in Q3 2022 and has held it in 16 quarters since. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • FWL Investment Management held 67,732 shares of iShares 1-3 Year Treasury Bond ETF worth $5.56M as of Q2 2026.
  • FWL Investment Management bought 13,879 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.14M.
  • iShares 1-3 Year Treasury Bond ETF made up 1.02% of FWL Investment Management's portfolio in Q2 2026, its #31 holding.
  • FWL Investment Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • 1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.