Hazlett, Burt & Watson’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Hazlett, Burt & Watson’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	$7K	Hold	88	–	–	﹤0.01%	746
2025 Q4	$7K	Hold	88	–	–	﹤0.01%	755
2025 Q3	$7K	Hold	88	–	–	﹤0.01%	709
2025 Q2	$7K	Hold	88	–	–	﹤0.01%	643
2025 Q1	$7K	Hold	88	–	–	﹤0.01%	625
2024 Q4	$7K	Hold	88	–	–	﹤0.01%	588
2024 Q3	$7K	Hold	88	–	–	﹤0.01%	566
2024 Q2	$7K	Hold	88	–	–	﹤0.01%	557
2024 Q1	$7K	Sell	88 -5	-5%	-$409	﹤0.01%	547
2023 Q4	$8K	Hold	93	–	–	0.01%	518
2023 Q3	$8K	Hold	93	–	–	0.01%	519
2023 Q2	$8K	Hold	93	–	–	0.01%	503
2023 Q1	$8K	Sell	93 -207	-69%	-$16.9K	0.01%	475
2022 Q4	$24K	Hold	300	–	–	0.02%	358
2022 Q3	$24K	Hold	300	–	–	0.02%	355
2022 Q2	$25K	Hold	300	–	–	0.02%	352
2022 Q1	$25K	Buy	+300	New	+$25.4K	0.02%	368

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

Hazlett, Burt & Watson's SHY Position: Q1 2026 in Review

Hazlett, Burt & Watson held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q1 2026 at 88 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #746.

Hazlett, Burt & Watson first reported a position in SHY in Q1 2022 and has held it in 17 quarters since. The position peaked at $25K in Q2 2022. 1,217 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Hazlett, Burt & Watson held 88 shares of iShares 1-3 Year Treasury Bond ETF worth $7K as of Q1 2026.
Hazlett, Burt & Watson left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #746 holding.
Hazlett, Burt & Watson first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2022 and has held it in 17 quarters since.
Hazlett, Burt & Watson's iShares 1-3 Year Treasury Bond ETF position peaked at $25K in Q2 2022.
1,217 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.