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

Independent Solutions 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	$7M	Buy	84,761 +3,934	+5%	+$326K	1.03%	22
2025 Q4	$6.69M	Sell	80,827 -3,943	-5%	-$327K	1.23%	23
2025 Q3	$7.03M	Buy	84,770 +303	+0.4%	+$25.1K	1.25%	22
2025 Q2	$7M	Buy	84,467 +174	+0.2%	+$14.4K	1.37%	19
2025 Q1	$6.97M	Buy	84,293 +930	+1%	+$76.5K	1.56%	17
2024 Q4	$6.83M	Sell	83,363 -26,962	-24%	-$2.22M	1.49%	19
2024 Q3	$9.17M	Sell	110,325 -1,206	-1%	-$99.5K	2.07%	11
2024 Q2	$9.11M	Buy	111,531 +377	+0.3%	+$30.7K	2.09%	12
2024 Q1	$9.09M	Buy	111,154 +11,409	+11%	+$934K	2.16%	11
2023 Q4	$8.18M	Sell	99,745 -10,721	-10%	-$871K	2.1%	11
2023 Q3	$8.94M	Sell	110,466 -4,849	-4%	-$393K	2.32%	9
2023 Q2	$9.35M	Buy	115,315 +358	+0.3%	+$29.3K	2.35%	9
2023 Q1	$9.44M	Buy	114,957 +6,485	+6%	+$529K	2.78%	8
2022 Q4	$8.8M	Sell	108,472 -2,032	-2%	-$165K	2.68%	8
2022 Q3	$8.97M	Sell	110,504 -3,227	-3%	-$266K	2.94%	8
2022 Q2	$9.42M	Sell	113,731 -10,786	-9%	-$895K	2.93%	9
2022 Q1	$10.4M	Sell	124,517 -2,027	-2%	-$171K	2.44%	9
2021 Q4	$10.8M	Sell	126,544 -9,653	-7%	-$828K	2.55%	8
2021 Q3	$11.7M	Sell	136,197 -8,399	-6%	-$724K	2.91%	7
2021 Q2	$12.5M	Sell	144,596 -1,773	-1%	-$153K	3.02%	6
2021 Q1	$12.6M	Buy	146,369 +33,295	+29%	+$2.87M	3.47%	6
2020 Q4	$9.77M	Buy	113,074 +17,000	+18%	+$1.47M	3.05%	8
2020 Q3	$8.31M	Buy	96,074 +19,363	+25%	+$1.68M	3.17%	7
2020 Q2	$6.64M	Buy	76,711 +12,158	+19%	+$1.05M	2.84%	8
2020 Q1	$5.59M	Sell	64,553 -43	-0.1%	-$3.67K	3.09%	8
2019 Q4	$5.47M	Buy	+64,596	New	+$5.47M	2.42%	11

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

Independent Solutions Wealth Management's SHY Position: Q1 2026 in Review

Independent Solutions Wealth Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 4.9% in Q1 2026, buying an estimated $326K and bringing the position to 84,761 shares worth $7M. The position accounts for 1.03% of the portfolio, ranked #22.

Independent Solutions Wealth Management first reported a position in SHY in Q4 2019 and has held it in 26 quarters since. The position peaked at $12.6M in Q1 2021. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Independent Solutions Wealth Management held 84,761 shares of iShares 1-3 Year Treasury Bond ETF worth $7M as of Q1 2026.
Independent Solutions Wealth Management bought 3,934 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $326K.
iShares 1-3 Year Treasury Bond ETF made up 1.03% of Independent Solutions Wealth Management's portfolio in Q1 2026, its #22 holding.
Independent Solutions Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2019 and has held it in 26 quarters since.
Independent Solutions Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $12.6M in Q1 2021.
1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.