PCS
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Private Client Services’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Private Client Services’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 		– Sell
-8,198
Closed -$673K – 261
2026
Q2 		$673K Sell
8,198
-1,260
-13% -$104K 0.18% 108
2026
Q1 		$781K Sell
9,458
-47,668
-83% -$3.95M 0.23% 79
2025
Q4 		$4.73M Buy
57,126
+54,313
+1,931% +$4.5M 1.48% 15
2025
Q3 		$233K Sell
2,813
-3,656
-57% -$302K 0.08% 177
2025
Q2 		$536K Buy
+6,469
New +$534K 0.21% 98

Other funds holding SHY

AP
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
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 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
LA
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

Private Client Services's SHY Position: Q3 2026 in Review

Private Client Services sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2026, closing a stake of 8,198 shares — an estimated $673K sold.

Private Client Services first reported a position in SHY in Q2 2025 and held it in 5 quarters. The position peaked at $4.73M in Q4 2025. 68 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

  • Private Client Services reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Private Client Services sold 8,198 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $673K.
  • Private Client Services first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2025 and held it in 5 quarters.
  • Private Client Services's iShares 1-3 Year Treasury Bond ETF position peaked at $4.73M in Q4 2025.
  • 68 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.