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 Q3	$260K	Sell	3,199 -950	-23%	-$77.7K	0.12%	142
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

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

BWL

Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return

LHWM

Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return

IIM

Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return

KPWG

KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

Noble Wealth Management PBC's SHY Position: Q3 2026 in Review

Noble Wealth Management PBC reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 23% in Q3 2026, selling an estimated $77.7K and leaving 3,199 shares worth $260K. The position accounts for 0.12% of the portfolio, ranked #142.

Noble Wealth Management PBC first reported a position in SHY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.21M in Q4 2024. 51 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

Noble Wealth Management PBC held 3,199 shares of iShares 1-3 Year Treasury Bond ETF worth $260K as of Q3 2026.
Noble Wealth Management PBC sold 950 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $77.7K.
iShares 1-3 Year Treasury Bond ETF made up 0.12% of Noble Wealth Management PBC's portfolio in Q3 2026, its #142 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 7 quarters since.
Noble Wealth Management PBC's iShares 1-3 Year Treasury Bond ETF position peaked at $1.21M in Q4 2024.
51 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.