Marshall & Sterling Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Marshall & Sterling Wealth 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 Q1	$1.1M	Buy	13,340 +2,065	+18%	+$171K	0.72%	34
2025 Q4	$934K	Buy	11,275 +138	+1%	+$11.4K	0.62%	34
2025 Q3	$924K	Buy	11,137 +106	+1%	+$8.77K	0.59%	33
2025 Q2	$914K	Buy	11,031 +3,088	+39%	+$255K	0.62%	34
2025 Q1	$657K	Buy	7,943 +50	+0.6%	+$4.11K	0.45%	40
2024 Q4	$647K	Buy	+7,893	New	+$649K	0.45%	39

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

Marshall & Sterling Wealth Advisors's SHY Position: Q1 2026 in Review

Marshall & Sterling Wealth Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 18% in Q1 2026, buying an estimated $171K and bringing the position to 13,340 shares worth $1.1M. The position accounts for 0.72% of the portfolio, ranked #34.

Marshall & Sterling Wealth Advisors first reported a position in SHY in Q4 2024 and has held it in 6 quarters since. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Marshall & Sterling Wealth Advisors held 13,340 shares of iShares 1-3 Year Treasury Bond ETF worth $1.1M as of Q1 2026.
Marshall & Sterling Wealth Advisors bought 2,065 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $171K.
iShares 1-3 Year Treasury Bond ETF made up 0.72% of Marshall & Sterling Wealth Advisors's portfolio in Q1 2026, its #34 holding.
Marshall & Sterling Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q1 2026, filed 7 May 2026.