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

Lifeworks 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 Q1	$383K	Sell	4,643 -776	-14%	-$64.2K	0.05%	221
2025 Q4	$449K	Sell	5,419 -98	-2%	-$8.12K	0.06%	218
2025 Q3	$458K	Hold	5,517	–	–	0.06%	218
2025 Q2	$457K	Sell	5,517 -60	-1%	-$4.95K	0.07%	206
2025 Q1	$461K	Sell	5,577 -880	-14%	-$72.4K	0.08%	188
2024 Q4	$529K	Buy	6,457 +6	+0.1%	+$493	0.1%	162
2024 Q3	$536K	Sell	6,451 -113	-2%	-$9.32K	0.11%	154
2024 Q2	$536K	Sell	6,564 -486	-7%	-$39.5K	0.15%	124
2024 Q1	$577K	Sell	7,050 -1,702	-19%	-$139K	0.16%	120
2023 Q4	$718K	Buy	8,752 +1,989	+29%	+$162K	0.25%	92
2023 Q3	$548K	Buy	+6,763	New	+$548K	0.21%	115

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

Lifeworks Advisors's SHY Position: Q1 2026 in Review

Lifeworks Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 14% in Q1 2026, selling an estimated $64.2K and leaving 4,643 shares worth $383K. The position accounts for 0.05% of the portfolio, ranked #221.

Lifeworks Advisors first reported a position in SHY in Q3 2023 and has held it in 11 quarters since. The position peaked at $718K in Q4 2023. 1,218 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Lifeworks Advisors held 4,643 shares of iShares 1-3 Year Treasury Bond ETF worth $383K as of Q1 2026.
Lifeworks Advisors sold 776 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $64.2K.
iShares 1-3 Year Treasury Bond ETF made up 0.05% of Lifeworks Advisors's portfolio in Q1 2026, its #221 holding.
Lifeworks Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2023 and has held it in 11 quarters since.
Lifeworks Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $718K in Q4 2023.
1,218 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.