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

HFG 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	$482K	Sell	5,836 -229	-4%	-$19K	0.27%	39
2025 Q4	$502K	Sell	6,065 -4,454	-42%	-$369K	0.28%	38
2025 Q3	$873K	Buy	10,519 +1,035	+11%	+$85.6K	0.47%	33
2025 Q2	$785K	Buy	9,484 +631	+7%	+$52.1K	0.48%	31
2025 Q1	$726K	Buy	+8,853	New	+$728K	0.44%	34
2024 Q1	–	Sell	-8,900	Closed	-$730K	–	54
2023 Q4	$730K	Buy	+8,900	New	+$723K	0.18%	45
2023 Q1	$822K	Buy	+10,000	New	+$815K	0.17%	48

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

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

HFG Wealth Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 3.8% in Q1 2026, selling an estimated $19K and leaving 5,836 shares worth $482K. The position accounts for 0.27% of the portfolio, ranked #39.

HFG Wealth Management first reported a position in SHY in Q1 2023 and has held it in 7 quarters since. The position peaked at $873K in Q3 2025. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

HFG Wealth Management held 5,836 shares of iShares 1-3 Year Treasury Bond ETF worth $482K as of Q1 2026.
HFG Wealth Management sold 229 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $19K.
iShares 1-3 Year Treasury Bond ETF made up 0.27% of HFG Wealth Management's portfolio in Q1 2026, its #39 holding.
HFG Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2023 and has held it in 7 quarters since.
HFG Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $873K in Q3 2025.
1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on HFG Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.