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

Measured Wealth Private Client 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	$850K	Buy	10,290 +10,102	+5,373%	+$836K	0.23%	65
2025 Q4	$15.6K	Buy	188 +8	+4%	+$663	﹤0.01%	520
2025 Q3	$14.9K	Buy	+180	New	+$14.9K	﹤0.01%	519
2023 Q2	–	Sell	-6,642	Closed	-$546K	–	195
2023 Q1	$546K	Buy	6,642 +3,375	+103%	+$275K	0.21%	73
2022 Q4	$265K	Sell	3,267 -10,166	-76%	-$825K	0.11%	134
2022 Q3	$1.09M	Buy	+13,433	New	+$1.11M	0.48%	29
2019 Q3	–	Sell	-4,296	Closed	-$364K	–	192
2019 Q2	$364K	Buy	+4,296	New	+$362K	0.21%	101

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

Measured Wealth Private Client Group's SHY Position: Q1 2026 in Review

Measured Wealth Private Client Group increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 5,373% in Q1 2026, buying an estimated $836K and bringing the position to 10,290 shares worth $850K. The position accounts for 0.23% of the portfolio, ranked #65.

Measured Wealth Private Client Group first reported a position in SHY in Q2 2019 and has held it in 7 quarters since. The position peaked at $1.09M in Q3 2022. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Measured Wealth Private Client Group held 10,290 shares of iShares 1-3 Year Treasury Bond ETF worth $850K as of Q1 2026.
Measured Wealth Private Client Group bought 10,102 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $836K.
iShares 1-3 Year Treasury Bond ETF made up 0.23% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #65 holding.
Measured Wealth Private Client Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2019 and has held it in 7 quarters since.
Measured Wealth Private Client Group's iShares 1-3 Year Treasury Bond ETF position peaked at $1.09M in Q3 2022.
1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.