SWM
SHY icon

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

SigFig 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
Q2 		$4.74M Buy
57,713
+283
+0.5% +$23.3K 0.13% 49
2026
Q1 		$4.74M Buy
57,430
+1,464
+3% +$121K 0.14% 51
2025
Q4 		$4.63M Buy
55,966
+1,462
+3% +$121K 0.14% 59
2025
Q3 		$4.52M Buy
54,504
+2,695
+5% +$223K 0.14% 58
2025
Q2 		$4.29M Sell
51,809
-1,434
-3% -$118K 0.14% 58
2025
Q1 		$4.45M Sell
53,243
-136
-0.3% -$11.2K 0.16% 55
2024
Q4 		$4.42M Buy
53,379
+3,038
+6% +$250K 0.16% 58
2024
Q3 		$4.24M Sell
50,341
-207
-0.4% -$17.1K 0.15% 58
2024
Q2 		$4.11M Buy
50,548
+1,457
+3% +$119K 0.15% 58
2024
Q1 		$4M Sell
49,091
-3,753
-7% -$307K 0.15% 58
2023
Q4 		$4.32M Buy
52,844
+1,648
+3% +$134K 0.16% 55
2023
Q3 		$4.13M Sell
51,196
-2,255
-4% -$183K 0.17% 60
2023
Q2 		$4.3M Buy
53,451
+958
+2% +$78.3K 0.17% 58
2023
Q1 		$4.28M Buy
52,493
+347
+0.7% +$28.3K 0.24% 51
2022
Q4 		$4.49M Sell
52,146
-6,955
-12% -$564K 0.22% 44
2022
Q3 		$4.79M Sell
59,101
-278
-0.5% -$22.9K 0.25% 44
2022
Q2 		$5M Sell
59,379
-935
-2% -$77.6K 0.26% 41
2022
Q1 		$5.1M Sell
60,314
-7,493
-11% -$633K 0.25% 39
2021
Q4 		$5.63M Buy
67,807
+651
+1% +$55.8K 0.26% 38
2021
Q3 		$5.79M Buy
67,156
+8,073
+14% +$696K 0.29% 38
2021
Q2 		$5.09M Buy
59,083
+4,316
+8% +$372K 0.27% 37
2021
Q1 		$4.72M Buy
54,767
+6,727
+14% +$581K 0.29% 34
2020
Q4 		$4.15M Buy
48,040
+4,176
+10% +$361K 0.3% 30
2020
Q3 		$3.79M Buy
43,864
+1,082
+3% +$93.6K 0.35% 29
2020
Q2 		$3.71M Buy
42,782
+4,074
+11% +$353K 0.4% 25
2020
Q1 		$3.35M Sell
38,708
-4,445
-10% -$380K 0.46% 27
2019
Q4 		$3.65M Buy
43,153
+2,655
+7% +$225K 0.45% 27
2019
Q3 		$3.44M Sell
40,498
-1,352
-3% -$115K 0.49% 27
2019
Q2 		$3.55M Buy
41,850
+2,893
+7% +$244K 0.55% 30
2019
Q1 		$3.28M Buy
38,957
+262
+0.7% +$21.9K 0.58% 30
2018
Q4 		$3.23M Sell
38,695
-893
-2% -$74.2K 0.69% 30
2018
Q3 		$3.29M Buy
39,588
+1,105
+3% +$91.9K 0.68% 30
2018
Q2 		$3.21M Sell
38,483
-1,973
-5% -$164K 0.83% 31
2018
Q1 		$3.38M Buy
40,456
+37,685
+1,360% +$3.15M 1.97% 20
2017
Q4 		$233K Buy
+2,771
New +$233K 0.11% 32

Other funds holding SHY

CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
MSWM
Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return