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 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

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

Lyell Wealth Management's SHY Position: Q1 2026 in Review

Lyell Wealth Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 7.1% in Q1 2026, buying an estimated $19K and bringing the position to 3,492 shares worth $288K. The position accounts for 0.02% of the portfolio, ranked #185.

Lyell Wealth Management first reported a position in SHY in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.14M in Q1 2023. 1,218 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Lyell Wealth Management held 3,492 shares of iShares 1-3 Year Treasury Bond ETF worth $288K as of Q1 2026.
Lyell Wealth Management bought 230 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $19K.
iShares 1-3 Year Treasury Bond ETF made up 0.02% of Lyell Wealth Management's portfolio in Q1 2026, its #185 holding.
Lyell Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2022 and has held it in 15 quarters since.
Lyell Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $1.14M in Q1 2023.
1,218 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.