Seed Wealth Management
SHY icon

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

Seed Wealth Management’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 		$615K Buy
7,575
+3,375
+80% +$276K 0.39% 45
2026
Q2 		$345K Buy
4,200
+305
+8% +$25.1K 0.22% 67
2026
Q1 		$322K Buy
3,895
+330
+9% +$27.3K 0.22% 68
2025
Q4 		$295K Hold
3,565
– – 0.2% 78
2025
Q3 		$296K Sell
3,565
-155
-4% -$12.8K 0.2% 87
2025
Q2 		$308K Sell
3,720
-150
-4% -$12.4K 0.23% 101
2025
Q1 		$320K Buy
3,870
+700
+22% +$57.6K 0.26% 96
2024
Q4 		$260K Buy
+3,170
New +$261K 0.21% 117

Other funds holding SHY

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
RPOA Advisors
RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Edge Wealth Management
Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
TFC Financial Management
TFC Financial Management Boston, Massachusetts $893M AUM 15.25% 1-Year Est. Return
Americana Partners
Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Seed Wealth Management's SHY Position: Q3 2026 in Review

Seed Wealth Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 80% in Q3 2026, buying an estimated $276K and bringing the position to 7,575 shares worth $615K. The position accounts for 0.39% of the portfolio, ranked #45.

Seed Wealth Management first reported a position in SHY in Q4 2024 and has held it in 8 quarters since. 669 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

  • Seed Wealth Management held 7,575 shares of iShares 1-3 Year Treasury Bond ETF worth $615K as of Q3 2026.
  • Seed Wealth Management bought 3,375 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $276K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.39% of Seed Wealth Management's portfolio in Q3 2026, its #45 holding.
  • Seed Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 8 quarters since.
  • 669 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Seed Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.