TA
SHY icon

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

TrueWealth 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
Q2 		$385K Sell
4,685
-1
-0% -$82 0.09% 170
2026
Q1 		$387K Hold
4,686
– – 0.1% 167
2025
Q4 		$388K Hold
4,686
– – 0.1% 165
2025
Q3 		$389K Hold
4,686
– – 0.11% 155
2025
Q2 		$388K Buy
+4,686
New +$387K 0.11% 149
2023
Q4 		– Sell
-2,472
Closed -$200K – 206
2023
Q3 		$200K Sell
2,472
-164
-6% -$13.3K 0.08% 194
2023
Q2 		$214K Sell
2,636
-74
-3% -$6.05K 0.09% 177
2023
Q1 		$223K Sell
2,710
-104
-4% -$8.48K 0.09% 170
2022
Q4 		$228K Buy
2,814
+110
+4% +$8.93K 0.1% 160
2022
Q3 		$220K Buy
2,704
+186
+7% +$15.3K 0.1% 148
2022
Q2 		$208K Sell
2,518
-602
-19% -$49.9K 0.1% 160
2022
Q1 		$267K Hold
3,120
– – 0.12% 143
2021
Q4 		$267K Sell
3,120
-300
-9% -$25.7K 0.12% 143
2021
Q3 		$295K Sell
3,420
-24
-0.7% -$2.07K 0.17% 105
2021
Q2 		$297K Buy
3,444
+104
+3% +$8.97K 0.17% 100
2021
Q1 		$288K Sell
3,340
-2,960
-47% -$256K 0.19% 96
2020
Q4 		$544K Buy
+6,300
New +$544K 0.47% 47

Other funds holding SHY

CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
MSWM
Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

TrueWealth Advisors's SHY Position: Q2 2026 in Review

TrueWealth Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.02% in Q2 2026, selling an estimated $82 and leaving 4,685 shares worth $385K. The position accounts for 0.09% of the portfolio, ranked #170.

TrueWealth Advisors first reported a position in SHY in Q4 2020 and has held it in 17 quarters since. The position peaked at $544K in Q4 2020. 227 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • TrueWealth Advisors held 4,685 shares of iShares 1-3 Year Treasury Bond ETF worth $385K as of Q2 2026.
  • TrueWealth Advisors sold 1 iShares 1-3 Year Treasury Bond ETF share in Q2 2026, an estimated $82.
  • iShares 1-3 Year Treasury Bond ETF made up 0.09% of TrueWealth Advisors's portfolio in Q2 2026, its #170 holding.
  • TrueWealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and has held it in 17 quarters since.
  • TrueWealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $544K in Q4 2020.
  • 227 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.