GWM
SHY icon

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

Graybill 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
Q1 		$9.35M Buy
113,233
+5,787
+5% +$479K 2.85% 5
2025
Q4 		$8.9M Buy
107,446
+633
+0.6% +$52.5K 2.63% 11
2025
Q3 		$8.86M Buy
106,813
+5,291
+5% +$438K 2.72% 10
2025
Q2 		$8.41M Sell
101,522
-77
-0.1% -$6.36K 2.75% 12
2025
Q1 		$8.41M Buy
+101,599
New +$8.36M 2.88% 8
2024
Q3 		$8.45M Buy
101,614
+1,720
+2% +$142K 3.13% 7
2024
Q2 		$8.16M Buy
99,894
+1,041
+1% +$84.7K 3.31% 5
2024
Q1 		$8.08M Buy
98,853
+3,291
+3% +$269K 3.41% 4
2023
Q4 		$7.84M Buy
95,562
+1,841
+2% +$150K 3.47% 4
2023
Q3 		$7.59M Sell
93,721
-139
-0.1% -$11.3K 3.7% 4
2023
Q2 		$7.61M Buy
93,860
+1,572
+2% +$129K 3.61% 4
2023
Q1 		$7.58M Buy
92,288
+6,557
+8% +$534K 3.86% 3
2022
Q4 		$6.96M Sell
85,731
-9,020
-10% -$732K 3.77% 4
2022
Q3 		$7.7M Buy
94,751
+1,014
+1% +$83.5K 4.57% 2
2022
Q2 		$7.76M Sell
93,737
-1,545
-2% -$128K 4.3% 2
2022
Q1 		$7.94M Buy
95,282
+2,760
+3% +$233K 3.87% 4
2021
Q4 		$7.91M Buy
92,522
+961
+1% +$82.4K 3.59% 5
2021
Q3 		$7.89M Buy
91,561
+455
+0.5% +$39.2K 3.88% 4
2021
Q2 		$7.85M Buy
91,106
+29,195
+47% +$2.52M 3.87% 2
2021
Q1 		$5.34M Buy
61,911
+22,936
+59% +$1.98M 2.83% 9
2020
Q4 		$3.37M Sell
38,975
-295
-0.8% -$25.5K 1.9% 29
2020
Q3 		$3.4M Sell
39,270
-661
-2% -$57.2K 2.21% 19
2020
Q2 		$3.46M Buy
+39,931
New +$3.46M 2.54% 15

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

Graybill Wealth Management's SHY Position: Q1 2026 in Review

Graybill Wealth Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 5.4% in Q1 2026, buying an estimated $479K and bringing the position to 113,233 shares worth $9.35M. The position accounts for 2.85% of the portfolio, ranked #5.

Graybill Wealth Management first reported a position in SHY in Q2 2020 and has held it in 23 quarters since. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Graybill Wealth Management held 113,233 shares of iShares 1-3 Year Treasury Bond ETF worth $9.35M as of Q1 2026.
  • Graybill Wealth Management bought 5,787 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $479K.
  • iShares 1-3 Year Treasury Bond ETF made up 2.85% of Graybill Wealth Management's portfolio in Q1 2026, its #5 holding.
  • Graybill Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2020 and has held it in 23 quarters since.
  • 1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

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