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 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 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

Lowery Thomas LLC's SHY Position: Q1 2026 in Review

Lowery Thomas LLC increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 14% in Q1 2026, buying an estimated $154K and bringing the position to 15,111 shares worth $1.25M. The position accounts for 0.71% of the portfolio, ranked #31.

Lowery Thomas LLC first reported a position in SHY in Q4 2021 and has held it in 12 quarters since. The position peaked at $7.03M in Q2 2022. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Lowery Thomas LLC held 15,111 shares of iShares 1-3 Year Treasury Bond ETF worth $1.25M as of Q1 2026.
Lowery Thomas LLC bought 1,856 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $154K.
iShares 1-3 Year Treasury Bond ETF made up 0.71% of Lowery Thomas LLC's portfolio in Q1 2026, its #31 holding.
Lowery Thomas LLC first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2021 and has held it in 12 quarters since.
Lowery Thomas LLC's iShares 1-3 Year Treasury Bond ETF position peaked at $7.03M in Q2 2022.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Lowery Thomas LLC's 13F filing for Q1 2026, filed 13 May 2026.