New Insight Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

New Insight 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	$1.52M	Sell	18,399 -9,828	-35%	-$814K	0.54%	45
2025 Q4	$2.34M	Sell	28,227 -6,705	-19%	-$556K	0.84%	31
2025 Q3	$2.9M	Sell	34,932 -1,112	-3%	-$92K	1.09%	24
2025 Q2	$2.99M	Buy	36,044 +2,699	+8%	+$223K	1.23%	21
2025 Q1	$2.76M	Buy	33,345 +2,560	+8%	+$211K	1.25%	22
2024 Q4	$2.52M	Buy	30,785 +2,820	+10%	+$232K	1.26%	20
2024 Q3	$2.33M	Buy	+27,965	New	+$2.31M	1.22%	20

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

New Insight Wealth Advisors's SHY Position: Q1 2026 in Review

New Insight Wealth Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 35% in Q1 2026, selling an estimated $814K and leaving 18,399 shares worth $1.52M. The position accounts for 0.54% of the portfolio, ranked #45.

New Insight Wealth Advisors first reported a position in SHY in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.99M in Q2 2025. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

New Insight Wealth Advisors held 18,399 shares of iShares 1-3 Year Treasury Bond ETF worth $1.52M as of Q1 2026.
New Insight Wealth Advisors sold 9,828 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $814K.
iShares 1-3 Year Treasury Bond ETF made up 0.54% of New Insight Wealth Advisors's portfolio in Q1 2026, its #45 holding.
New Insight Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2024 and has held it in 7 quarters since.
New Insight Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $2.99M in Q2 2025.
1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on New Insight Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.