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 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 $1.66T 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

Icon Wealth Advisors's SHY Position: Q1 2026 in Review

Icon Wealth Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.08% in Q1 2026, buying an estimated $331 and bringing the position to 5,211 shares worth $429K. The position accounts for 0.03% of the portfolio, ranked #272.

Icon Wealth Advisors first reported a position in SHY in Q3 2022 and has held it in 11 quarters since. The position peaked at $820K in Q4 2023. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Icon Wealth Advisors held 5,211 shares of iShares 1-3 Year Treasury Bond ETF worth $429K as of Q1 2026.
Icon Wealth Advisors bought 4 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $331.
iShares 1-3 Year Treasury Bond ETF made up 0.03% of Icon Wealth Advisors's portfolio in Q1 2026, its #272 holding.
Icon Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2022 and has held it in 11 quarters since.
Icon Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $820K in Q4 2023.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.