Noble Family Wealth’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Noble Family 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	$2.6M	Sell	31,437 -308	-1%	-$25.5K	0.54%	29
2025 Q4	$2.63M	Buy	31,745 +3,008	+10%	+$249K	0.55%	29
2025 Q3	$2.38M	Hold	28,737	–	–	0.53%	31
2025 Q2	$2.38M	Sell	28,737 -762	-3%	-$62.9K	0.58%	27
2025 Q1	$2.44M	Sell	29,499 -2,303	-7%	-$189K	0.67%	25
2024 Q4	$2.61M	Sell	31,802 -2,829	-8%	-$233K	0.72%	25
2024 Q3	$2.88M	Sell	34,631 -2,768	-7%	-$228K	0.77%	25
2024 Q2	$3.05M	Sell	37,399 -1,937	-5%	-$158K	0.88%	25
2024 Q1	$3.22M	Sell	39,336 -1,874	-5%	-$153K	0.92%	23
2023 Q4	$3.38M	Sell	41,210 -1,510	-4%	-$123K	1.02%	21
2023 Q3	$3.46M	Sell	42,720 -8,250	-16%	-$668K	1.17%	21
2023 Q2	$4.13M	Sell	50,970 -1,289	-2%	-$105K	1.34%	18
2023 Q1	$4.29M	Buy	+52,259	New	+$4.26M	1.46%	18

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

Noble Family Wealth's SHY Position: Q1 2026 in Review

Noble Family Wealth reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.97% in Q1 2026, selling an estimated $25.5K and leaving 31,437 shares worth $2.6M. The position accounts for 0.54% of the portfolio, ranked #29.

Noble Family Wealth first reported a position in SHY in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.29M in Q1 2023. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Noble Family Wealth held 31,437 shares of iShares 1-3 Year Treasury Bond ETF worth $2.6M as of Q1 2026.
Noble Family Wealth sold 308 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $25.5K.
iShares 1-3 Year Treasury Bond ETF made up 0.54% of Noble Family Wealth's portfolio in Q1 2026, its #29 holding.
Noble Family Wealth first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2023 and has held it in 13 quarters since.
Noble Family Wealth's iShares 1-3 Year Treasury Bond ETF position peaked at $4.29M in Q1 2023.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Noble Family Wealth's 13F filing for Q1 2026, filed 9 Apr 2026.