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

GeoWealth 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 		$821K Buy
+9,942
New +$823K 0.03% 350
2025
Q3 		– Sell
-31,992
Closed -$2.65M – 1146
2025
Q2 		$2.65M Buy
31,992
+22,928
+253% +$1.89M 0.1% 117
2025
Q1 		$750K Sell
9,064
-1,342
-13% -$110K 0.03% 333
2024
Q4 		$853K Buy
10,406
+8,134
+358% +$669K 0.03% 330
2024
Q3 		$189K Sell
2,272
-34,384
-94% -$2.84M 0.01% 733
2024
Q2 		$2.99M Buy
36,656
+261
+0.7% +$21.2K 0.13% 118
2024
Q1 		$2.98M Buy
36,395
+19,247
+112% +$1.58M 0.12% 136
2023
Q4 		$1.41M Sell
17,148
-72,835
-81% -$5.92M 0.12% 171
2023
Q3 		$7.29M Sell
89,983
-100,923
-53% -$8.17M 0.83% 31
2023
Q2 		$15.5M Sell
190,906
-16,658
-8% -$1.36M 1.67% 10
2023
Q1 		$17.1M Buy
207,564
+203,706
+5,280% +$16.6M 1.99% 10
2022
Q4 		$315K Sell
3,858
-58
-1% -$4.71K 0.03% 188
2022
Q3 		$317K Buy
3,916
+2,745
+234% +$226K 0.03% 195
2022
Q2 		$96K Sell
1,171
-46
-4% -$3.82K 0.01% 268
2022
Q1 		$102K Sell
1,217
-410
-25% -$34.6K 0.01% 324
2021
Q4 		$140K Buy
1,627
+103
+7% +$8.84K 0.01% 287
2021
Q3 		$132K Buy
+1,524
New +$131K 0.01% 312
2020
Q4 		– Sell
-2,386
Closed -$208K – 218
2020
Q3 		$208K Sell
2,386
-128
-5% -$11.1K 0.06% 144
2020
Q2 		$218K Buy
+2,514
New +$218K 0.09% 144
2019
Q4 		– Sell
-98,881
Closed -$8.39M – 192
2019
Q3 		$8.39M Buy
+98,881
New +$8.38M 1.89% 13

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

GeoWealth Management's SHY Position: Q1 2026 in Review

GeoWealth Management opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2026: 9,942 shares worth $821K. The stake represents 0.03% of the portfolio and ranks #350 among its holdings. This is a return to the name: GeoWealth Management previously reported a position in SHY as recently as Q2 2025.

GeoWealth Management first reported a position in SHY in Q3 2019 and has held it in 20 quarters since. The position peaked at $17.1M in Q1 2023. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • GeoWealth Management held 9,942 shares of iShares 1-3 Year Treasury Bond ETF worth $821K as of Q1 2026.
  • iShares 1-3 Year Treasury Bond ETF was a new GeoWealth Management position in Q1 2026.
  • iShares 1-3 Year Treasury Bond ETF made up 0.03% of GeoWealth Management's portfolio in Q1 2026, its #350 holding.
  • GeoWealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2019 and has held it in 20 quarters since.
  • GeoWealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $17.1M in Q1 2023.
  • 1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.