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

King Wealth Management 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 		$1.63M Buy
19,788
+1,450
+8% +$120K 0.2% 49
2025
Q4 		$1.52M Sell
18,338
-317
-2% -$26.3K 0.18% 50
2025
Q3 		$1.55M Sell
18,655
-326
-2% -$27K 0.19% 49
2025
Q2 		$1.57M Sell
18,981
-698
-4% -$57.6K 0.21% 46
2025
Q1 		$1.63M Sell
19,679
-776
-4% -$63.8K 0.25% 48
2024
Q4 		$1.68M Sell
20,455
-93
-0.5% -$7.64K 0.24% 46
2024
Q3 		$1.71M Sell
20,548
-487
-2% -$40.2K 0.27% 45
2024
Q2 		$1.72M Sell
21,035
-865
-4% -$70.4K 0.29% 43
2024
Q1 		$1.79M Sell
21,900
-1,007
-4% -$82.4K 0.31% 41
2023
Q4 		$1.88M Sell
22,907
-4,678
-17% -$380K 0.36% 41
2023
Q3 		$2.23M Sell
27,585
-4,968
-15% -$402K 0.47% 37
2023
Q2 		$2.64M Sell
32,553
-110
-0.3% -$8.99K 0.53% 37
2023
Q1 		$2.68M Sell
32,663
-1,299
-4% -$106K 0.59% 37
2022
Q4 		$2.76M Sell
33,962
-37
-0.1% -$3K 0.66% 34
2022
Q3 		$2.76M Sell
33,999
-852
-2% -$70.1K 0.7% 33
2022
Q2 		$2.88M Sell
34,851
-379
-1% -$31.4K 0.69% 34
2022
Q1 		$2.94M Sell
35,230
-362
-1% -$30.6K 0.58% 33
2021
Q4 		$3.04M Sell
35,592
-842
-2% -$72.2K 0.57% 35
2021
Q3 		$3.14M Sell
36,434
-756
-2% -$65.2K 0.64% 31
2021
Q2 		$3.2M Buy
37,190
+155
+0.4% +$13.4K 0.65% 31
2021
Q1 		$3.19M Sell
37,035
-365
-1% -$31.5K 0.72% 29
2020
Q4 		$3.23M Buy
37,400
+36
+0.1% +$3.11K 0.76% 27
2020
Q3 		$3.23M Buy
37,364
+24
+0.1% +$2.08K 0.84% 26
2020
Q2 		$3.23M Buy
37,340
+381
+1% +$33K 0.95% 24
2020
Q1 		$3.2M Sell
36,959
-59
-0.2% -$5.04K 1.38% 18
2019
Q4 		$3.13M Buy
37,018
+1,406
+4% +$119K 0.83% 26
2019
Q3 		$3.02M Buy
35,612
+752
+2% +$63.7K 0.87% 26
2019
Q2 		$2.96M Buy
34,860
+1,412
+4% +$119K 0.88% 25
2019
Q1 		$2.81M Buy
33,448
+3,994
+14% +$334K 0.88% 26
2018
Q4 		$2.46M Buy
29,454
+4,436
+18% +$369K 0.89% 26
2018
Q3 		$2.08M Sell
25,018
-492
-2% -$40.9K 0.65% 31
2018
Q2 		$2.13M Buy
25,510
+1,093
+4% +$91K 0.73% 30
2018
Q1 		$2.04M Buy
24,417
+1,877
+8% +$157K 0.72% 32
2017
Q4 		$1.89M Buy
22,540
+1,798
+9% +$151K 0.67% 33
2017
Q3 		$1.75M Buy
20,742
+1,486
+8% +$126K 0.65% 33
2017
Q2 		$1.63M Buy
19,256
+1,302
+7% +$110K 0.65% 33
2017
Q1 		$1.52M Buy
17,954
+2,410
+16% +$204K 0.63% 33
2016
Q4 		$1.31M Buy
15,544
+566
+4% +$47.9K 0.59% 36
2016
Q3 		$1.27M Buy
14,978
+2,373
+19% +$202K 0.63% 34
2016
Q2 		$1.07M Buy
12,605
+675
+6% +$57.4K 0.57% 35
2016
Q1 		$1.01M Sell
11,930
-101
-0.8% -$8.57K 0.55% 38
2015
Q4 		$1.01M Buy
12,031
+50
+0.4% +$4.24K 0.56% 40
2015
Q3 		$1.02M Buy
11,981
+574
+5% +$48.7K 0.63% 37
2015
Q2 		$967K Buy
11,407
+860
+8% +$72.9K 0.53% 40
2015
Q1 		$895K Sell
10,547
-93
-0.9% -$7.88K 0.52% 41
2014
Q4 		$899K Buy
10,640
+653
+7% +$55.3K 0.48% 47
2014
Q3 		$844K Buy
9,987
+440
+5% +$37.2K 0.53% 45
2014
Q2 		$807K Sell
9,547
-212
-2% -$17.9K 0.5% 48
2014
Q1 		$824K Buy
9,759
+807
+9% +$68.2K 0.57% 42
2013
Q4 		$755K Buy
8,952
+770
+9% +$65K 0.43% 56
2013
Q3 		$691K Sell
8,182
-169
-2% -$14.3K 0.45% 53
2013
Q2 		$704K Buy
+8,351
New +$705K 0.49% 51

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

King Wealth Management Group's SHY Position: Q1 2026 in Review

King Wealth Management Group increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 7.9% in Q1 2026, buying an estimated $120K and bringing the position to 19,788 shares worth $1.63M. The position accounts for 0.2% of the portfolio, ranked #49.

King Wealth Management Group first reported a position in SHY in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.23M in Q2 2020. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • King Wealth Management Group held 19,788 shares of iShares 1-3 Year Treasury Bond ETF worth $1.63M as of Q1 2026.
  • King Wealth Management Group bought 1,450 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $120K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.2% of King Wealth Management Group's portfolio in Q1 2026, its #49 holding.
  • King Wealth Management Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and has held it in 52 quarters since.
  • King Wealth Management Group's iShares 1-3 Year Treasury Bond ETF position peaked at $3.23M in Q2 2020.
  • 1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on King Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.