MASECO Private Wealth’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

MASECO Private Wealth’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	$651K	Sell	7,885 -37	-0.5%	-$3.06K	0.02%	69
2025 Q4	$656K	Buy	+7,922	New	+$657K	0.03%	60
2025 Q3	–	Sell	-7,030	Closed	-$582K	–	470
2025 Q2	$582K	Buy	+7,030	New	+$580K	0.02%	74

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

MASECO Private Wealth's SHY Position: Q1 2026 in Review

MASECO Private Wealth reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.47% in Q1 2026, selling an estimated $3.06K and leaving 7,885 shares worth $651K. The position accounts for 0.02% of the portfolio, ranked #69.

MASECO Private Wealth first reported a position in SHY in Q2 2025 and has held it in 3 quarters since. The position peaked at $656K in Q4 2025. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

MASECO Private Wealth held 7,885 shares of iShares 1-3 Year Treasury Bond ETF worth $651K as of Q1 2026.
MASECO Private Wealth sold 37 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $3.06K.
iShares 1-3 Year Treasury Bond ETF made up 0.02% of MASECO Private Wealth's portfolio in Q1 2026, its #69 holding.
MASECO Private Wealth first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2025 and has held it in 3 quarters since.
MASECO Private Wealth's iShares 1-3 Year Treasury Bond ETF position peaked at $656K in Q4 2025.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.