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

Simplicity Wealth’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	$1.22M	Buy	14,759 +2,038	+16%	+$169K	0.07%	258
2025 Q4	$1.05M	Sell	12,721 -3,861	-23%	-$320K	0.06%	270
2025 Q3	$1.38M	Buy	16,582 +2,602	+19%	+$215K	0.08%	240
2025 Q2	$1.16M	Sell	13,980 -8,019	-36%	-$662K	0.05%	303
2025 Q1	$1.82M	Buy	21,999 +13,234	+151%	+$1.09M	0.14%	163
2024 Q4	$719K	Buy	+8,765	New	+$721K	0.15%	121
2024 Q3	–	Sell	-643,750	Closed	-$52.6M	–	1079
2024 Q2	$52.6M	Sell	643,750 -68,848	-10%	-$5.6M	1.19%	16
2024 Q1	$58.3M	Buy	+712,598	New	+$58.3M	1.39%	14

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Simplicity Wealth's SHY Position: Q1 2026 in Review

Simplicity Wealth increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 16% in Q1 2026, buying an estimated $169K and bringing the position to 14,759 shares worth $1.22M. The position accounts for 0.07% of the portfolio, ranked #258.

Simplicity Wealth first reported a position in SHY in Q1 2024 and has held it in 8 quarters since. The position peaked at $58.3M in Q1 2024. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Simplicity Wealth held 14,759 shares of iShares 1-3 Year Treasury Bond ETF worth $1.22M as of Q1 2026.
Simplicity Wealth bought 2,038 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $169K.
iShares 1-3 Year Treasury Bond ETF made up 0.07% of Simplicity Wealth's portfolio in Q1 2026, its #258 holding.
Simplicity Wealth first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2024 and has held it in 8 quarters since.
Simplicity Wealth's iShares 1-3 Year Treasury Bond ETF position peaked at $58.3M in Q1 2024.
1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.