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

SOA Wealth Advisors’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 		$152K Buy
1,838
+10
+0.5% +$828 0.03% 228
2025
Q4 		$151K Buy
1,828
+22
+1% +$1.82K 0.03% 236
2025
Q3 		$150K Sell
1,806
-20
-1% -$1.65K 0.03% 242
2025
Q2 		$151K Sell
1,826
-127
-7% -$10.5K 0.03% 230
2025
Q1 		$162K Sell
1,953
-38
-2% -$3.13K 0.03% 207
2024
Q4 		$163K Buy
1,991
+25
+1% +$2.06K 0.03% 205
2024
Q3 		$163K Buy
1,966
+19
+1% +$1.57K 0.03% 204
2024
Q2 		$159K Buy
1,947
+19
+1% +$1.55K 0.03% 201
2024
Q1 		$158K Buy
1,928
+11
+0.6% +$900 0.03% 201
2023
Q4 		$157K Sell
1,917
-122
-6% -$9.92K 0.04% 193
2023
Q3 		$165K Buy
2,039
+157
+8% +$12.7K 0.04% 185
2023
Q2 		$153K Buy
1,882
+13
+0.7% +$1.06K 0.04% 189
2023
Q1 		$154K Buy
1,869
+7
+0.4% +$571 0.04% 184
2022
Q4 		$151K Buy
1,862
+13
+0.7% +$1.05K 0.04% 182
2022
Q3 		$150K Buy
1,849
+6
+0.3% +$494 0.05% 166
2022
Q2 		$152K Buy
1,843
+3
+0.2% +$249 0.04% 165
2022
Q1 		$153K Buy
1,840
+1
+0.1% +$85 0.04% 190
2021
Q4 		$157K Sell
1,839
-103
-5% -$8.84K 0.04% 184
2021
Q3 		$167K Buy
1,942
+1
+0.1% +$86 0.04% 168
2021
Q2 		$167K Buy
1,941
+1
+0.1% +$86 0.04% 169
2021
Q1 		$167K Hold
1,940
– – 0.05% 153
2020
Q4 		$167K Buy
+1,940
New +$168K 0.05% 144

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

SOA Wealth Advisors's SHY Position: Q1 2026 in Review

SOA Wealth Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.55% in Q1 2026, buying an estimated $828 and bringing the position to 1,838 shares worth $152K. The position accounts for 0.03% of the portfolio, ranked #228.

SOA Wealth Advisors first reported a position in SHY in Q4 2020 and has held it in 22 quarters since. The position peaked at $167K in Q3 2021. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • SOA Wealth Advisors held 1,838 shares of iShares 1-3 Year Treasury Bond ETF worth $152K as of Q1 2026.
  • SOA Wealth Advisors bought 10 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $828.
  • iShares 1-3 Year Treasury Bond ETF made up 0.03% of SOA Wealth Advisors's portfolio in Q1 2026, its #228 holding.
  • SOA Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • SOA Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $167K in Q3 2021.
  • 1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.