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

Noble Wealth Management PBC’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 Q2	$341K	Sell	4,149 -1,244	-23%	-$102K	0.15%	125
2026 Q1	$445K	Sell	5,393 -1,273	-19%	-$105K	0.22%	93
2025 Q4	$552K	Sell	6,666 -2,325	-26%	-$193K	0.28%	82
2025 Q3	$746K	Buy	+8,991	New	+$744K	0.4%	67
2025 Q1	$1.13M	Sell	13,685 -1,093	-7%	-$89.9K	0.77%	40
2024 Q4	$1.21M	Buy	+14,778	New	+$1.21M	0.84%	39

Other funds holding SHY

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

TFM

TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Noble Wealth Management PBC's SHY Position: Q2 2026 in Review

Noble Wealth Management PBC reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 23% in Q2 2026, selling an estimated $102K and leaving 4,149 shares worth $341K. The position accounts for 0.15% of the portfolio, ranked #125.

Noble Wealth Management PBC first reported a position in SHY in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.21M in Q4 2024. 581 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Noble Wealth Management PBC held 4,149 shares of iShares 1-3 Year Treasury Bond ETF worth $341K as of Q2 2026.
Noble Wealth Management PBC sold 1,244 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $102K.
iShares 1-3 Year Treasury Bond ETF made up 0.15% of Noble Wealth Management PBC's portfolio in Q2 2026, its #125 holding.
Noble Wealth Management PBC first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
Noble Wealth Management PBC's iShares 1-3 Year Treasury Bond ETF position peaked at $1.21M in Q4 2024.
581 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Noble Wealth Management PBC's 13F filing for Q2 2026, filed 1 Jul 2026.