M3 Advisory Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

M3 Advisory Group’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	$939K	Hold	11,369	–	–	0.58%	36
2025 Q4	$942K	Hold	11,369	–	–	0.57%	36
2025 Q3	$943K	Buy	11,369 +120	+1%	+$9.93K	0.59%	35
2025 Q2	$932K	Hold	11,249	–	–	0.64%	33
2025 Q1	$931K	Hold	11,249	–	–	0.74%	27
2024 Q4	$922K	Hold	11,249	–	–	0.66%	33
2024 Q3	$935K	Hold	11,249	–	–	0.69%	30
2024 Q2	$918K	Hold	11,249	–	–	0.76%	27
2024 Q1	$920K	Buy	11,249 +43	+0.4%	+$3.52K	0.83%	28
2023 Q4	$919K	Buy	+11,206	New	+$911K	1.08%	26

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

M3 Advisory Group's SHY Position: Q1 2026 in Review

M3 Advisory Group held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q1 2026 at 11,369 shares worth $939K. The position accounts for 0.58% of the portfolio, ranked #36.

M3 Advisory Group first reported a position in SHY in Q4 2023 and has held it in 10 quarters since. The position peaked at $943K in Q3 2025. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

M3 Advisory Group held 11,369 shares of iShares 1-3 Year Treasury Bond ETF worth $939K as of Q1 2026.
M3 Advisory Group left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.58% of M3 Advisory Group's portfolio in Q1 2026, its #36 holding.
M3 Advisory Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
M3 Advisory Group's iShares 1-3 Year Treasury Bond ETF position peaked at $943K in Q3 2025.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on M3 Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.