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

SpringVest 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	$2.97M	Buy	36,029 +1,090	+3%	+$90.2K	2.03%	11
2025 Q4	$2.89M	Buy	34,939 +16,273	+87%	+$1.35M	2.02%	12
2025 Q3	$1.55M	Sell	18,666 -7,786	-29%	-$644K	1.14%	18
2025 Q2	$2.19M	Buy	26,452 +6,278	+31%	+$518K	1.77%	14
2025 Q1	$1.67M	Buy	20,174 +750	+4%	+$61.7K	1.38%	15
2024 Q4	$1.59M	Buy	+19,424	New	+$1.6M	1.36%	15

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

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

SpringVest Wealth Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 3.1% in Q1 2026, buying an estimated $90.2K and bringing the position to 36,029 shares worth $2.97M. The position accounts for 2.03% of the portfolio, ranked #11.

SpringVest Wealth Management first reported a position in SHY in Q4 2024 and has held it in 6 quarters since. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

SpringVest Wealth Management held 36,029 shares of iShares 1-3 Year Treasury Bond ETF worth $2.97M as of Q1 2026.
SpringVest Wealth Management bought 1,090 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $90.2K.
iShares 1-3 Year Treasury Bond ETF made up 2.03% of SpringVest Wealth Management's portfolio in Q1 2026, its #11 holding.
SpringVest Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on SpringVest Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.