SWM
SHY icon

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

SHP 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 		$380K Buy
4,605
+517
+13% +$42.8K 0.03% 178
2025
Q4 		$339K Buy
+4,088
New +$339K 0.03% 182

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 $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

SHP Wealth Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 13% in Q1 2026, buying an estimated $42.8K and bringing the position to 4,605 shares worth $380K. The position accounts for 0.03% of the portfolio, ranked #178.

SHP Wealth Management first reported a position in SHY in Q4 2025 and has held it in 2 quarters since. 1,219 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • SHP Wealth Management held 4,605 shares of iShares 1-3 Year Treasury Bond ETF worth $380K as of Q1 2026.
  • SHP Wealth Management bought 517 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $42.8K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.03% of SHP Wealth Management's portfolio in Q1 2026, its #178 holding.
  • SHP Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,219 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.