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Tanglewood Legacy Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Tanglewood Legacy 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 		$5.45K Hold
66
– – ﹤0.01% 239
2025
Q4 		$5.47K Hold
66
– – ﹤0.01% 236
2025
Q3 		$5.47K Hold
66
– – ﹤0.01% 246
2025
Q2 		$5.47K Hold
66
– – ﹤0.01% 256
2025
Q1 		$5.46K Buy
+66
New +$5.43K ﹤0.01% 266

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

Tanglewood Legacy Advisors's SHY Position: Q1 2026 in Review

Tanglewood Legacy Advisors held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q1 2026 at 66 shares worth $5.45K. The position accounts for ﹤0.01% of the portfolio, ranked #239.

Tanglewood Legacy Advisors first reported a position in SHY in Q1 2025 and has held it in 5 quarters since. The position peaked at $5.47K in Q3 2025. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Tanglewood Legacy Advisors held 66 shares of iShares 1-3 Year Treasury Bond ETF worth $5.45K as of Q1 2026.
  • Tanglewood Legacy Advisors left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q1 2026.
  • iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of Tanglewood Legacy Advisors's portfolio in Q1 2026, its #239 holding.
  • Tanglewood Legacy Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Tanglewood Legacy Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $5.47K in Q3 2025.
  • 1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.