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

Sound View Wealth Advisors Group’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	$819K	Hold	9,914	–	–	0.06%	215
2025 Q4	$821K	Hold	9,914	–	–	0.06%	211
2025 Q3	$822K	Hold	9,914	–	–	0.06%	215
2025 Q2	$821K	Sell	9,914 -25	-0.3%	-$2.06K	0.06%	210
2025 Q1	$822K	Sell	9,939 -61	-0.6%	-$5.02K	0.07%	201
2024 Q4	$820K	Hold	10,000	–	–	0.07%	205
2024 Q3	$832K	Buy	10,000 +61	+0.6%	+$5.03K	0.07%	202
2024 Q2	$812K	Sell	9,939 -15	-0.2%	-$1.22K	0.08%	178
2024 Q1	$814K	Sell	9,954 -25	-0.3%	-$2.05K	0.09%	186
2023 Q4	$819K	Hold	9,979	–	–	0.09%	182
2023 Q3	$808K	Buy	9,979 +25	+0.3%	+$2.02K	0.1%	166
2023 Q2	$807K	Hold	9,954	–	–	0.11%	172
2023 Q1	$818K	Sell	9,954 -25	-0.3%	-$2.04K	0.11%	168
2022 Q4	$819K	Buy	+9,979	New	+$810K	0.09%	182

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

Sound View Wealth Advisors Group's SHY Position: Q1 2026 in Review

Sound View Wealth Advisors Group held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q1 2026 at 9,914 shares worth $819K. The position accounts for 0.06% of the portfolio, ranked #215.

Sound View Wealth Advisors Group first reported a position in SHY in Q4 2022 and has held it in 14 quarters since. The position peaked at $832K in Q3 2024. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Sound View Wealth Advisors Group held 9,914 shares of iShares 1-3 Year Treasury Bond ETF worth $819K as of Q1 2026.
Sound View Wealth Advisors Group left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.06% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #215 holding.
Sound View Wealth Advisors Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and has held it in 14 quarters since.
Sound View Wealth Advisors Group's iShares 1-3 Year Treasury Bond ETF position peaked at $832K in Q3 2024.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.