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KFA Private Wealth Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

KFA Private Wealth Group’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 		$8.05M Buy
97,461
+5,265
+6% +$436K 1.93% 14
2025
Q4 		$7.64M Buy
92,196
+27,986
+44% +$2.32M 1.86% 16
2025
Q3 		$5.33M Buy
64,210
+2,301
+4% +$190K 1.52% 16
2025
Q2 		$5.13M Buy
61,909
+13,838
+29% +$1.14M 1.59% 17
2025
Q1 		$3.98M Buy
48,071
+8,695
+22% +$715K 1.39% 19
2024
Q4 		$3.23M Sell
39,376
-10,359
-21% -$852K 1.35% 19
2024
Q3 		$4.14M Sell
49,735
-9,757
-16% -$805K 1.97% 14
2024
Q2 		$4.86M Sell
59,492
-185,598
-76% -$15.1M 2.51% 11
2024
Q1 		$20M Buy
245,090
+13,844
+6% +$1.13M 6.22% 5
2023
Q4 		$19M Buy
231,246
+27,262
+13% +$2.22M 6.8% 5
2023
Q3 		$16.5M Buy
203,984
+5,006
+3% +$405K 6.86% 5
2023
Q2 		$16.1M Buy
198,978
+3,970
+2% +$325K 6.69% 5
2023
Q1 		$16M Buy
195,008
+3,636
+2% +$296K 7.3% 4
2022
Q4 		$15.5M Buy
191,372
+6,647
+4% +$539K 7.93% 4
2022
Q3 		$15M Buy
184,725
+171,776
+1,327% +$14.1M 7.98% 3
2022
Q2 		$1.07M Sell
12,949
-3,212
-20% -$266K 0.59% 26
2022
Q1 		$1.35M Hold
16,161
– – 0.68% 22
2021
Q4 		$1.38M Sell
16,161
-50
-0.3% -$4.29K 0.69% 21
2021
Q3 		$1.4M Sell
16,211
-2
-0% -$172 0.76% 22
2021
Q2 		$1.4M Sell
16,213
-700
-4% -$60.4K 0.76% 22
2021
Q1 		$1.46M Buy
16,913
+1,049
+7% +$90.6K 0.85% 22
2020
Q4 		$1.37M Buy
15,864
+2,427
+18% +$210K 0.87% 21
2020
Q3 		$1.16M Buy
13,437
+764
+6% +$66.1K 0.87% 21
2020
Q2 		$1.1M Buy
+12,673
New +$1.1M 1.06% 17

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KFA Private Wealth Group's SHY Position: Q1 2026 in Review

KFA Private Wealth Group increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 5.7% in Q1 2026, buying an estimated $436K and bringing the position to 97,461 shares worth $8.05M. The position accounts for 1.93% of the portfolio, ranked #14.

KFA Private Wealth Group first reported a position in SHY in Q2 2020 and has held it in 24 quarters since. The position peaked at $20M in Q1 2024. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • KFA Private Wealth Group held 97,461 shares of iShares 1-3 Year Treasury Bond ETF worth $8.05M as of Q1 2026.
  • KFA Private Wealth Group bought 5,265 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $436K.
  • iShares 1-3 Year Treasury Bond ETF made up 1.93% of KFA Private Wealth Group's portfolio in Q1 2026, its #14 holding.
  • KFA Private Wealth Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2020 and has held it in 24 quarters since.
  • KFA Private Wealth Group's iShares 1-3 Year Treasury Bond ETF position peaked at $20M in Q1 2024.
  • 1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on KFA Private Wealth Group's 13F filing for Q1 2026, filed 20 Apr 2026.