Horizon Family Wealth’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Horizon Family Wealth’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	$437K	Sell	5,289 -675	-11%	-$55.9K	0.23%	67
2025 Q4	$494K	Buy	5,964 +167	+3%	+$13.8K	0.26%	57
2025 Q3	$481K	Buy	5,797 +106	+2%	+$8.77K	0.28%	52
2025 Q2	$472K	Sell	5,691 -77	-1%	-$6.36K	0.29%	47
2025 Q1	$477K	Buy	5,768 +993	+21%	+$81.7K	0.32%	43
2024 Q4	$391K	Sell	4,775 -2,333	-33%	-$192K	0.26%	52
2024 Q3	$591K	Sell	7,108 -4	-0.1%	-$330	0.42%	34
2024 Q2	$581K	Buy	7,112 +4,634	+187%	+$377K	0.44%	33
2024 Q1	$203K	Sell	2,478 -1,000	-29%	-$81.8K	0.16%	75
2023 Q4	$285K	Buy	+3,478	New	+$283K	0.24%	55

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

Horizon Family Wealth's SHY Position: Q1 2026 in Review

Horizon Family Wealth reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 11% in Q1 2026, selling an estimated $55.9K and leaving 5,289 shares worth $437K. The position accounts for 0.23% of the portfolio, ranked #67.

Horizon Family Wealth first reported a position in SHY in Q4 2023 and has held it in 10 quarters since. The position peaked at $591K in Q3 2024. 1,218 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Horizon Family Wealth held 5,289 shares of iShares 1-3 Year Treasury Bond ETF worth $437K as of Q1 2026.
Horizon Family Wealth sold 675 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $55.9K.
iShares 1-3 Year Treasury Bond ETF made up 0.23% of Horizon Family Wealth's portfolio in Q1 2026, its #67 holding.
Horizon Family Wealth first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
Horizon Family Wealth's iShares 1-3 Year Treasury Bond ETF position peaked at $591K in Q3 2024.
1,218 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Horizon Family Wealth's 13F filing for Q1 2026, filed 8 May 2026.