TDWM
SHY icon

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

Topel & Distasi 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 		$3.55M Sell
42,967
-199
-0.5% -$16.5K 1.83% 15
2025
Q4 		$3.58M Buy
43,166
+1,064
+3% +$88.2K 1.75% 17
2025
Q3 		$3.49M Buy
42,102
+478
+1% +$39.5K 1.72% 17
2025
Q2 		$3.45M Sell
41,624
-2,971
-7% -$245K 1.81% 17
2025
Q1 		$3.69M Sell
44,595
-552
-1% -$45.4K 1.72% 18
2024
Q4 		$3.7M Buy
45,147
+539
+1% +$44.3K 1.59% 20
2024
Q3 		$3.71M Buy
44,608
+753
+2% +$62.1K 1.54% 21
2024
Q2 		$3.58M Sell
43,855
-170
-0.4% -$13.8K 1.57% 22
2024
Q1 		$3.6M Sell
44,025
-11
-0% -$900 1.59% 22
2023
Q4 		$3.61M Buy
44,036
+1,093
+3% +$88.8K 1.72% 22
2023
Q3 		$3.48M Sell
42,943
-989
-2% -$80.1K 1.82% 22
2023
Q2 		$3.56M Buy
43,932
+123
+0.3% +$10.1K 1.79% 23
2023
Q1 		$3.6M Buy
43,809
+57
+0.1% +$4.65K 1.88% 21
2022
Q4 		$3.55M Buy
43,752
+3,197
+8% +$259K 1.99% 20
2022
Q3 		$3.29M Sell
40,555
-34
-0.1% -$2.8K 1.82% 21
2022
Q2 		$3.36M Sell
40,589
-84,479
-68% -$7.01M 1.94% 17
2022
Q1 		$10.4M Buy
125,068
+1,257
+1% +$106K 4.37% 4
2021
Q4 		$10.6M Buy
+123,811
New +$10.6M 4.32% 3

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

Topel & Distasi Wealth Management's SHY Position: Q1 2026 in Review

Topel & Distasi Wealth Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.46% in Q1 2026, selling an estimated $16.5K and leaving 42,967 shares worth $3.55M. The position accounts for 1.83% of the portfolio, ranked #15.

Topel & Distasi Wealth Management first reported a position in SHY in Q4 2021 and has held it in 18 quarters since. The position peaked at $10.6M in Q4 2021. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Topel & Distasi Wealth Management held 42,967 shares of iShares 1-3 Year Treasury Bond ETF worth $3.55M as of Q1 2026.
  • Topel & Distasi Wealth Management sold 199 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $16.5K.
  • iShares 1-3 Year Treasury Bond ETF made up 1.83% of Topel & Distasi Wealth Management's portfolio in Q1 2026, its #15 holding.
  • Topel & Distasi Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Topel & Distasi Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $10.6M in Q4 2021.
  • 1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Topel & Distasi Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.