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

LWM 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	$9.78M	Buy	+22	New	+$1.8K	7.38%	4
2026 Q2	–	Sell	-107,313	Closed	-$8.82M	–	4
2026 Q1	$8.86M	Buy	107,313 +645	+0.6%	+$53.4K	7.69%	4
2025 Q4	$8.83M	Buy	106,668 +1,377	+1%	+$114K	7.77%	4
2025 Q3	$8.73M	Buy	+105,291	New	+$8.71M	7.85%	4
2025 Q2	–	Hold	0	–	–	–	4
2025 Q1	–	Sell	-104,532	Closed	-$8.6M	–	4
2024 Q4	$8.57M	Buy	+104,532	New	+$8.59M	8.6%	4

Other funds holding SHY

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

BWL

Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return

LHWM

Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

IIM

Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return

KPWG

KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

LWM Advisors's SHY Position: Q3 2026 in Review

LWM Advisors opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2026: 22 shares worth $9.78M. The stake represents 7.38% of the portfolio and ranks #4 among its holdings. This is a return to the name: LWM Advisors previously reported a position in SHY as recently as Q1 2026.

LWM Advisors first reported a position in SHY in Q4 2024 and has held it in 5 quarters since. 51 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

LWM Advisors held 22 shares of iShares 1-3 Year Treasury Bond ETF worth $9.78M as of Q3 2026.
iShares 1-3 Year Treasury Bond ETF was a new LWM Advisors position in Q3 2026.
iShares 1-3 Year Treasury Bond ETF made up 7.38% of LWM Advisors's portfolio in Q3 2026, its #4 holding.
LWM Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 5 quarters since.
51 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on LWM Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.