GHA
SHY icon

GW Henssler & Associates’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

GW Henssler & Associates’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 		– Sell
-3,373
Closed -$279K – 246
2025
Q4 		$279K Buy
3,373
+12
+0.4% +$995 0.01% 170
2025
Q3 		$279K Buy
3,361
+150
+5% +$12.4K 0.01% 166
2025
Q2 		$266K Sell
3,211
-40
-1% -$3.3K 0.01% 151
2025
Q1 		$269K Sell
3,251
-1,037
-24% -$85.3K 0.02% 143
2024
Q4 		$357K Hold
4,288
– – 0.02% 125
2024
Q3 		$357K Sell
4,288
-563
-12% -$46.5K 0.02% 126
2024
Q2 		$396K Hold
4,851
– – 0.02% 108
2024
Q1 		$397K Buy
4,851
+1,109
+30% +$90.8K 0.02% 108
2023
Q4 		$307K Hold
3,742
– – 0.02% 119
2023
Q3 		$303K Sell
3,742
-160
-4% -$13K 0.02% 124
2023
Q2 		$316K Buy
3,902
+50
+1% +$4.09K 0.02% 141
2023
Q1 		$316K Sell
3,852
-1,673
-30% -$136K 0.02% 159
2022
Q4 		$448K Sell
5,525
-746
-12% -$60.5K 0.03% 115
2022
Q3 		$509K Hold
6,271
– – 0.04% 98
2022
Q2 		$519K Sell
6,271
-2,204
-26% -$183K 0.04% 101
2022
Q1 		$707K Buy
8,475
+93
+1% +$7.86K 0.04% 97
2021
Q4 		$717K Buy
+8,382
New +$719K 0.05% 106
2021
Q3 		– Sell
-13,528
Closed -$1.17M – 200
2021
Q2 		$1.17M Buy
13,528
+4,336
+47% +$374K 0.08% 91
2021
Q1 		$793K Sell
9,192
-736
-7% -$63.5K 0.06% 98
2020
Q4 		$858K Buy
9,928
+3,505
+55% +$303K 0.07% 91
2020
Q3 		$556K Sell
6,423
-1,268
-16% -$110K 0.05% 98
2020
Q2 		$666K Buy
7,691
+1,050
+16% +$90.9K 0.06% 88
2020
Q1 		$576K Buy
+6,641
New +$567K 0.06% 89
2015
Q4 		– Sell
-2,525
Closed -$215K – 175
2015
Q3 		$215K Hold
2,525
– – 0.02% 158
2015
Q2 		$214K Buy
+2,525
New +$214K 0.02% 154
2014
Q2 		– Sell
-2,404
Closed -$203K – 163
2014
Q1 		$203K Buy
+2,404
New +$203K 0.02% 159

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GW Henssler & Associates's SHY Position: Q1 2026 in Review

GW Henssler & Associates sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2026, closing a stake of 3,373 shares — an estimated $279K sold.

GW Henssler & Associates first reported a position in SHY in Q1 2014 and held it in 26 quarters. The position peaked at $1.17M in Q2 2021. 1,220 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • GW Henssler & Associates reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • GW Henssler & Associates sold 3,373 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $279K.
  • GW Henssler & Associates first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2014 and held it in 26 quarters.
  • GW Henssler & Associates's iShares 1-3 Year Treasury Bond ETF position peaked at $1.17M in Q2 2021.
  • 1,220 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on GW Henssler & Associates's 13F filing for Q1 2026, filed 15 May 2026.