Lowery Thomas LLC
SHY icon

Lowery Thomas LLC’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Lowery Thomas LLC’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 		$1.24M Sell
15,214
-163
-1% -$13.3K 0.62% 34
2026
Q2 		$1.26M Buy
15,377
+266
+2% +$21.9K 0.62% 35
2026
Q1 		$1.25M Buy
15,111
+1,856
+14% +$154K 0.71% 31
2025
Q4 		$1.1M Buy
13,255
+1,422
+12% +$118K 0.62% 34
2025
Q3 		$982K Buy
11,833
+1,191
+11% +$98.5K 0.57% 35
2025
Q2 		$882K Buy
10,642
+1,353
+15% +$112K 0.56% 36
2025
Q1 		$768K Buy
9,289
+5,553
+149% +$457K 0.53% 38
2024
Q4 		$306K Buy
+3,736
New +$307K 0.2% 50
2023
Q4 		– Sell
-2,867
Closed -$232K – 48
2023
Q3 		$232K Buy
+2,867
New +$232K 0.22% 46
2023
Q1 		– Sell
-3,767
Closed -$306K – 45
2022
Q4 		$306K Sell
3,767
-38,661
-91% -$3.14M 0.37% 31
2022
Q3 		$3.45M Sell
42,428
-42,517
-50% -$3.5M 4.03% 9
2022
Q2 		$7.03M Buy
84,945
+9,835
+13% +$816K 6.72% 2
2022
Q1 		$6.26M Buy
75,110
+5,267
+8% +$445K 4.86% 6
2021
Q4 		$5.97M Buy
+69,843
New +$5.99M 4.12% 6

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Lowery Thomas LLC's SHY Position: Q3 2026 in Review

Lowery Thomas LLC reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1.1% in Q3 2026, selling an estimated $13.3K and leaving 15,214 shares worth $1.24M. The position accounts for 0.62% of the portfolio, ranked #34.

Lowery Thomas LLC first reported a position in SHY in Q4 2021 and has held it in 14 quarters since. The position peaked at $7.03M in Q2 2022. 1,105 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

  • Lowery Thomas LLC held 15,214 shares of iShares 1-3 Year Treasury Bond ETF worth $1.24M as of Q3 2026.
  • Lowery Thomas LLC sold 163 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $13.3K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.62% of Lowery Thomas LLC's portfolio in Q3 2026, its #34 holding.
  • Lowery Thomas LLC first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2021 and has held it in 14 quarters since.
  • Lowery Thomas LLC's iShares 1-3 Year Treasury Bond ETF position peaked at $7.03M in Q2 2022.
  • 1,105 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Lowery Thomas LLC's 13F filing for Q3 2026, filed 12 Nov 2026.