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

Shepherd 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
Q1 		$27.5M Buy
334,883
+323,662
+2,884% +$26.8M 20.62% 1
2025
Q4 		$929K Buy
11,221
+2,254
+25% +$187K 0.65% 21
2025
Q3 		$741K Buy
+8,967
New +$742K 0.49% 24

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Shepherd Wealth Management's SHY Position: Q1 2026 in Review

Shepherd Wealth Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 2,884% in Q1 2026, buying an estimated $26.8M and bringing the position to 334,883 shares worth $27.5M. The position accounts for 20.62% of the portfolio, ranked #1.

Shepherd Wealth Management first reported a position in SHY in Q3 2025 and has held it in 3 quarters since. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Shepherd Wealth Management held 334,883 shares of iShares 1-3 Year Treasury Bond ETF worth $27.5M as of Q1 2026.
  • Shepherd Wealth Management bought 323,662 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $26.8M.
  • iShares 1-3 Year Treasury Bond ETF made up 20.62% of Shepherd Wealth Management's portfolio in Q1 2026, its #1 holding.
  • Shepherd Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Shepherd Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.