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

Surience Private 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	$1.2M	Buy	+14,522	New	+$1.2M	1.29%	26

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

Surience Private Wealth's SHY Position: Q1 2026 in Review

Surience Private Wealth opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2026: 14,522 shares worth $1.2M. The stake represents 1.29% of the portfolio and ranks #26 among its holdings.

1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Surience Private Wealth held 14,522 shares of iShares 1-3 Year Treasury Bond ETF worth $1.2M as of Q1 2026.
iShares 1-3 Year Treasury Bond ETF was a new Surience Private Wealth position in Q1 2026.
iShares 1-3 Year Treasury Bond ETF made up 1.29% of Surience Private Wealth's portfolio in Q1 2026, its #26 holding.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Surience Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.