High Net Worth Advisory Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

High Net Worth Advisory Group’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	$206K	Hold	2,500	–	–	0.05%	230
2025 Q4	$207K	Hold	2,500	–	–	0.05%	234
2025 Q3	$207K	Hold	2,500	–	–	0.05%	225
2025 Q2	$207K	Hold	2,500	–	–	0.05%	223
2025 Q1	$207K	Hold	2,500	–	–	0.06%	208
2024 Q4	$205K	Sell	2,500 -500	-17%	-$41.1K	0.06%	213
2024 Q3	$249K	Hold	3,000	–	–	0.07%	197
2024 Q2	$245K	Hold	3,000	–	–	0.07%	185
2024 Q1	$245K	Hold	3,000	–	–	0.08%	183
2023 Q4	$246K	Sell	3,000 -294	-9%	-$23.9K	0.09%	167
2023 Q3	$267K	Hold	3,294	–	–	0.11%	148
2023 Q2	$267K	Buy	+3,294	New	+$269K	0.1%	155

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

High Net Worth Advisory Group's SHY Position: Q1 2026 in Review

High Net Worth Advisory Group held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q1 2026 at 2,500 shares worth $206K. The position accounts for 0.05% of the portfolio, ranked #230.

High Net Worth Advisory Group first reported a position in SHY in Q2 2023 and has held it in 12 quarters since. The position peaked at $267K in Q2 2023. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

High Net Worth Advisory Group held 2,500 shares of iShares 1-3 Year Treasury Bond ETF worth $206K as of Q1 2026.
High Net Worth Advisory Group left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.05% of High Net Worth Advisory Group's portfolio in Q1 2026, its #230 holding.
High Net Worth Advisory Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2023 and has held it in 12 quarters since.
High Net Worth Advisory Group's iShares 1-3 Year Treasury Bond ETF position peaked at $267K in Q2 2023.
1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.