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

Strategies 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	$3.16M	Buy	38,282 +29,681	+345%	+$2.46M	0.32%	29
2025 Q4	$712K	Sell	8,601 -8,418	-49%	-$698K	0.07%	72
2025 Q3	$1.41M	Sell	17,019 -1,715	-9%	-$142K	0.15%	45
2025 Q2	$1.55M	Sell	18,734 -632	-3%	-$52.2K	0.17%	43
2025 Q1	$1.6M	Buy	19,366 +15,252	+371%	+$1.25M	0.2%	39
2024 Q4	$337K	Sell	4,114 -19,921	-83%	-$1.64M	0.04%	97
2024 Q3	$2M	Buy	24,035 +19,752	+461%	+$1.63M	0.27%	32
2024 Q2	$350K	Buy	4,283 +1,816	+74%	+$148K	0.05%	71
2024 Q1	$202K	Sell	2,467 -92	-4%	-$7.53K	0.03%	94
2023 Q4	$210K	Buy	+2,559	New	+$208K	0.04%	81

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

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

Strategies Wealth Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 345% in Q1 2026, buying an estimated $2.46M and bringing the position to 38,282 shares worth $3.16M. The position accounts for 0.32% of the portfolio, ranked #29.

Strategies Wealth Advisors first reported a position in SHY in Q4 2023 and has held it in 10 quarters since. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Strategies Wealth Advisors held 38,282 shares of iShares 1-3 Year Treasury Bond ETF worth $3.16M as of Q1 2026.
Strategies Wealth Advisors bought 29,681 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $2.46M.
iShares 1-3 Year Treasury Bond ETF made up 0.32% of Strategies Wealth Advisors's portfolio in Q1 2026, its #29 holding.
Strategies Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.