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

Trajan 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	$287K	Buy	3,471 +8	+0.2%	+$662	0.01%	131
2025 Q4	$287K	Sell	3,463 -235	-6%	-$19.5K	0.01%	130
2025 Q3	$307K	Sell	3,698 -1,289	-26%	-$107K	0.01%	131
2025 Q2	$413K	Buy	4,987 +515	+12%	+$42.5K	0.02%	116
2025 Q1	$370K	Sell	4,472 -114,324	-96%	-$9.4M	0.02%	122
2024 Q4	$9.74M	Sell	118,796 -783	-0.7%	-$64.4K	0.54%	49
2024 Q3	$9.94M	Buy	119,579 +6,671	+6%	+$550K	0.59%	48
2024 Q2	$9.22M	Sell	112,908 -4,227	-4%	-$344K	0.59%	45
2024 Q1	$9.58M	Buy	+117,135	New	+$9.59M	0.65%	42

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

Trajan Wealth's SHY Position: Q1 2026 in Review

Trajan Wealth increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.23% in Q1 2026, buying an estimated $662 and bringing the position to 3,471 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #131.

Trajan Wealth first reported a position in SHY in Q1 2024 and has held it in 9 quarters since. The position peaked at $9.94M in Q3 2024. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Trajan Wealth held 3,471 shares of iShares 1-3 Year Treasury Bond ETF worth $287K as of Q1 2026.
Trajan Wealth bought 8 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $662.
iShares 1-3 Year Treasury Bond ETF made up 0.01% of Trajan Wealth's portfolio in Q1 2026, its #131 holding.
Trajan Wealth first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2024 and has held it in 9 quarters since.
Trajan Wealth's iShares 1-3 Year Treasury Bond ETF position peaked at $9.94M in Q3 2024.
1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Trajan Wealth's 13F filing for Q1 2026, filed 14 May 2026.