Guardian Wealth Advisors (North Carolina)’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$177K	Sell	2,142 -1,872	-47%	-$155K	0.01%	359
2025 Q4	$332K	Buy	4,014 +1,475	+58%	+$122K	0.02%	282
2025 Q3	$211K	Buy	2,539 +22	+0.9%	+$1.82K	0.01%	339
2025 Q2	$209K	Sell	2,517 -905	-26%	-$74.7K	0.01%	325
2025 Q1	$283K	Sell	3,422 -21,225	-86%	-$1.75M	0.02%	259
2024 Q4	$2.02M	Buy	24,647 +24,646	+2,464,600%	+$2.03M	0.16%	86
2024 Q3	$49	Hold	1	–	–	﹤0.01%	451
2024 Q2	$48	Hold	1	–	–	﹤0.01%	437
2024 Q1	$47	Sell	1 -857	-100%	-$70.1K	﹤0.01%	452
2023 Q4	$70.4K	Buy	858 +857	+85,700%	+$69.7K	0.01%	281
2023 Q3	$47	Hold	1	–	–	﹤0.01%	420
2023 Q2	$47	Hold	1	–	–	﹤0.01%	413
2023 Q1	$47	Buy	+1	New	+$82	﹤0.01%	411

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s SHY Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 47% in Q1 2026, selling an estimated $155K and leaving 2,142 shares worth $177K. The position accounts for 0.01% of the portfolio, ranked #359.

Guardian Wealth Advisors (North Carolina) first reported a position in SHY in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.02M in Q4 2024. 1,217 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 2,142 shares of iShares 1-3 Year Treasury Bond ETF worth $177K as of Q1 2026.
Guardian Wealth Advisors (North Carolina) sold 1,872 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $155K.
iShares 1-3 Year Treasury Bond ETF made up 0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #359 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2023 and has held it in 13 quarters since.
Guardian Wealth Advisors (North Carolina)'s iShares 1-3 Year Treasury Bond ETF position peaked at $2.02M in Q4 2024.
1,217 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.