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

Kiker 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 		$5.13M Buy
62,105
+59,818
+2,616% +$4.95M 2.45% 13
2025
Q4 		$189K Sell
2,287
-46,990
-95% -$3.9M 6.28% 9
2025
Q3 		$4.09M Buy
49,277
+3,515
+8% +$291K 2.06% 13
2025
Q2 		$3.79M Buy
45,762
+3,004
+7% +$248K 2.14% 12
2025
Q1 		$3.54M Buy
42,758
+5,721
+15% +$470K 2.41% 11
2024
Q4 		$3.04M Buy
+37,037
New +$3.04M 2.46% 12

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

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

Kiker Wealth Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 2,616% in Q1 2026, buying an estimated $4.95M and bringing the position to 62,105 shares worth $5.13M. The position accounts for 2.45% of the portfolio, ranked #13.

Kiker Wealth Management first reported a position in SHY in Q4 2024 and has held it in 6 quarters since. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Kiker Wealth Management held 62,105 shares of iShares 1-3 Year Treasury Bond ETF worth $5.13M as of Q1 2026.
  • Kiker Wealth Management bought 59,818 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $4.95M.
  • iShares 1-3 Year Treasury Bond ETF made up 2.45% of Kiker Wealth Management's portfolio in Q1 2026, its #13 holding.
  • Kiker Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Kiker Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.