Icon Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Icon Wealth Advisors’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 Q3	$358K	Buy	4,407 +204	+5%	+$16.7K	0.02%	310
2026 Q2	$345K	Sell	4,203 -1,008	-19%	-$82.9K	0.02%	320
2026 Q1	$429K	Buy	5,211 +4	+0.1%	+$331	0.03%	272
2025 Q4	$431K	Buy	5,207 +561	+12%	+$46.5K	0.03%	266
2025 Q3	$385K	Buy	4,646 +4	+0.1%	+$331	0.03%	285
2025 Q2	$385K	Buy	4,642 +399	+9%	+$32.9K	0.03%	281
2025 Q1	$351K	Hold	4,243	–	–	0.03%	273
2024 Q4	$348K	Buy	4,243 +2,703	+176%	+$222K	0.03%	275
2024 Q3	$128K	Buy	+1,540	New	+$127K	0.01%	432
2024 Q2	–	Sell	-2,368	Closed	-$194K	–	490
2024 Q1	$194K	Sell	2,368 -7,626	-76%	-$624K	0.02%	344
2023 Q4	$820K	Buy	+9,994	New	+$812K	0.09%	142
2022 Q4	$259K	Sell	3,192 -3,884	-55%	-$315K	0.03%	272
2022 Q3	$575K	Buy	+7,076	New	+$582K	0.07%	173

Other funds holding SHY

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Icon Wealth Advisors's SHY Position: Q3 2026 in Review

Icon Wealth Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 4.9% in Q3 2026, buying an estimated $16.7K and bringing the position to 4,407 shares worth $358K. The position accounts for 0.02% of the portfolio, ranked #310.

Icon Wealth Advisors first reported a position in SHY in Q3 2022 and has held it in 13 quarters since. The position peaked at $820K in Q4 2023. 1,105 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

Icon Wealth Advisors held 4,407 shares of iShares 1-3 Year Treasury Bond ETF worth $358K as of Q3 2026.
Icon Wealth Advisors bought 204 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $16.7K.
iShares 1-3 Year Treasury Bond ETF made up 0.02% of Icon Wealth Advisors's portfolio in Q3 2026, its #310 holding.
Icon Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2022 and has held it in 13 quarters since.
Icon Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $820K in Q4 2023.
1,105 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Icon Wealth Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.