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

Horizons 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	$144K	Sell	1,744 -29	-2%	-$2.4K	0.09%	68
2025 Q4	$147K	Sell	1,773 -2	-0.1%	-$166	0.1%	68
2025 Q3	$147K	Sell	1,775 -9	-0.5%	-$744	0.1%	69
2025 Q2	$148K	Buy	1,784 +48	+3%	+$3.96K	0.11%	70
2025 Q1	$144K	Sell	1,736 -351	-17%	-$28.9K	0.11%	69
2024 Q4	$171K	Sell	2,087 -133	-6%	-$10.9K	0.13%	65
2024 Q3	$185K	Hold	2,220	–	–	0.14%	66
2024 Q2	$182K	Sell	2,220 -1,763	-44%	-$143K	0.14%	66
2024 Q1	$327K	Hold	3,983	–	–	0.21%	49
2023 Q4	$327K	Sell	3,983 -625	-14%	-$50.8K	0.21%	49
2023 Q3	$373K	Sell	4,608 -13,964	-75%	-$1.13M	0.27%	46
2023 Q2	$1.51M	Sell	18,572 -2,947	-14%	-$241K	1.07%	21
2023 Q1	$1.77M	Sell	21,519 -1,817	-8%	-$148K	1.3%	19
2022 Q4	$1.89M	Sell	23,336 -7,844	-25%	-$636K	1.51%	18
2022 Q3	$2.53M	Buy	31,180 +557	+2%	+$45.8K	2.33%	16
2022 Q2	$2.53M	Buy	+30,623	New	+$2.54M	2.07%	16

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

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

Horizons Wealth Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1.6% in Q1 2026, selling an estimated $2.4K and leaving 1,744 shares worth $144K. The position accounts for 0.09% of the portfolio, ranked #68.

Horizons Wealth Management first reported a position in SHY in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.53M in Q3 2022. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Horizons Wealth Management held 1,744 shares of iShares 1-3 Year Treasury Bond ETF worth $144K as of Q1 2026.
Horizons Wealth Management sold 29 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $2.4K.
iShares 1-3 Year Treasury Bond ETF made up 0.09% of Horizons Wealth Management's portfolio in Q1 2026, its #68 holding.
Horizons Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2022 and has held it in 16 quarters since.
Horizons Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $2.53M in Q3 2022.
1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.