Lantern Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Lantern 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 Q3	$396K	Buy	+4,881	New	+$399K	0.17%	127

Other funds holding SHY

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Lantern Wealth Advisors's SHY Position: Q3 2026 in Review

Lantern Wealth Advisors opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2026: 4,881 shares worth $396K. The stake represents 0.17% of the portfolio and ranks #127 among its holdings.

801 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

Lantern Wealth Advisors held 4,881 shares of iShares 1-3 Year Treasury Bond ETF worth $396K as of Q3 2026.
iShares 1-3 Year Treasury Bond ETF was a new Lantern Wealth Advisors position in Q3 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.17% of Lantern Wealth Advisors's portfolio in Q3 2026, its #127 holding.
801 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Lantern Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.