Lyell Wealth Management
SHY icon

Lyell Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Lyell Wealth Management’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 		$267K Buy
3,288
+225
+7% +$18.4K 0.02% 205
2026
Q2 		$252K Sell
3,063
-429
-12% -$35.3K 0.02% 214
2026
Q1 		$288K Buy
3,492
+230
+7% +$19K 0.02% 185
2025
Q4 		$270K Sell
3,262
-350
-10% -$29K 0.02% 194
2025
Q3 		$300K Sell
3,612
-25
-0.7% -$2.07K 0.02% 185
2025
Q2 		$301K Sell
3,637
-175
-5% -$14.4K 0.02% 180
2025
Q1 		$315K Sell
3,812
-674
-15% -$55.4K 0.03% 167
2024
Q4 		$368K Sell
4,486
-163
-4% -$13.4K 0.03% 157
2024
Q3 		$387K Buy
4,649
+1,564
+51% +$129K 0.04% 159
2024
Q2 		$252K Hold
3,085
– – 0.02% 181
2024
Q1 		$252K Sell
3,085
-375
-11% -$30.7K 0.03% 177
2023
Q4 		$284K Buy
+3,460
New +$281K 0.03% 166
2023
Q3 		– Sell
-6,840
Closed -$555K – 184
2023
Q2 		$555K Sell
6,840
-6,985
-51% -$571K 0.07% 128
2023
Q1 		$1.14M Buy
13,825
+10,700
+342% +$872K 0.16% 101
2022
Q4 		$254K Sell
3,125
-62
-2% -$5.03K 0.04% 171
2022
Q3 		$259K Buy
3,187
+162
+5% +$13.3K 0.04% 165
2022
Q2 		$250K Buy
+3,025
New +$251K 0.04% 168

Other funds holding SHY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
RPOA Advisors
RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Lyell Wealth Management's SHY Position: Q3 2026 in Review

Lyell Wealth Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 7.3% in Q3 2026, buying an estimated $18.4K and bringing the position to 3,288 shares worth $267K. The position accounts for 0.02% of the portfolio, ranked #205.

Lyell Wealth Management first reported a position in SHY in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.14M in Q1 2023. 859 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

  • Lyell Wealth Management held 3,288 shares of iShares 1-3 Year Treasury Bond ETF worth $267K as of Q3 2026.
  • Lyell Wealth Management bought 225 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $18.4K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.02% of Lyell Wealth Management's portfolio in Q3 2026, its #205 holding.
  • Lyell Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Lyell Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $1.14M in Q1 2023.
  • 859 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.