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

Trevian 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 		– Sell
-11,046
Closed -$915K – 49
2025
Q4 		$915K Buy
+11,046
New +$916K 0.43% 26

Other funds holding SHY

Morgan Stanley
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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

Trevian Wealth Management's SHY Position: Q1 2026 in Review

Trevian Wealth Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2026, closing a stake of 11,046 shares — an estimated $915K sold.

Trevian Wealth Management first reported a position in SHY in Q4 2025 and held it in 1 quarter. The position peaked at $915K in Q4 2025. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Trevian Wealth Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Trevian Wealth Management sold 11,046 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $915K.
  • Trevian Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2025 and held it in 1 quarter.
  • Trevian Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $915K in Q4 2025.
  • 1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Trevian Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.