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 Q3	$380K	Hold	4,685	–	–	0.09%	180
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%	+$8.92K	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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

TFC Financial Management Boston, Massachusetts $893M AUM 15.25% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

TrueWealth Advisors's SHY Position: Q3 2026 in Review

TrueWealth Advisors held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q3 2026 at 4,685 shares worth $380K. The position accounts for 0.09% of the portfolio, ranked #180.

TrueWealth Advisors first reported a position in SHY in Q4 2020 and has held it in 18 quarters since. The position peaked at $544K in Q4 2020. 543 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

TrueWealth Advisors held 4,685 shares of iShares 1-3 Year Treasury Bond ETF worth $380K as of Q3 2026.
TrueWealth Advisors left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q3 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.09% of TrueWealth Advisors's portfolio in Q3 2026, its #180 holding.
TrueWealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and has held it in 18 quarters since.
TrueWealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $544K in Q4 2020.
543 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.