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

TruWealth 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
Q1 		$222K Sell
2,684
-144
-5% -$11.9K 0.01% 169
2025
Q4 		$234K Buy
2,828
+121
+4% +$10K 0.01% 166
2025
Q3 		$225K Buy
2,707
+134
+5% +$11.1K 0.01% 173
2025
Q2 		$213K Buy
2,573
+44
+2% +$3.63K 0.01% 168
2025
Q1 		$209K Sell
2,529
-441
-15% -$36.3K 0.01% 154
2024
Q4 		$243K Sell
2,970
-504
-15% -$41.4K 0.01% 145
2024
Q3 		$289K Sell
3,474
-1,299
-27% -$107K 0.02% 132
2024
Q2 		$390K Sell
4,773
-2,639
-36% -$215K 0.03% 115
2024
Q1 		$606K Sell
7,412
-319
-4% -$26.1K 0.04% 94
2023
Q4 		$634K Sell
7,731
-41,119
-84% -$3.34M 0.05% 87
2023
Q3 		$3.96M Sell
48,850
-527
-1% -$42.7K 0.34% 52
2023
Q2 		$4M Buy
49,377
+3,770
+8% +$308K 0.34% 52
2023
Q1 		$3.75M Buy
45,607
+2,378
+6% +$194K 0.34% 53
2022
Q4 		$3.51M Buy
43,229
+4,341
+11% +$352K 0.34% 57
2022
Q3 		$3.16M Buy
+38,888
New +$3.2M 0.33% 51
2022
Q2 		– Sell
-3,441
Closed -$287K – 145
2022
Q1 		$287K Sell
3,441
-979
-22% -$82.7K 0.03% 97
2021
Q4 		$378K Sell
4,420
-86
-2% -$7.38K 0.04% 88
2021
Q3 		$388K Buy
4,506
+1,609
+56% +$139K 0.04% 82
2021
Q2 		$250K Buy
+2,897
New +$250K 0.03% 100
2021
Q1 		– Sell
-3,303
Closed -$285K – 115
2020
Q4 		$285K Buy
+3,303
New +$285K 0.04% 88

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

TruWealth Advisors's SHY Position: Q1 2026 in Review

TruWealth Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 5.1% in Q1 2026, selling an estimated $11.9K and leaving 2,684 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #169.

TruWealth Advisors first reported a position in SHY in Q4 2020 and has held it in 20 quarters since. The position peaked at $4M in Q2 2023. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • TruWealth Advisors held 2,684 shares of iShares 1-3 Year Treasury Bond ETF worth $222K as of Q1 2026.
  • TruWealth Advisors sold 144 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $11.9K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.01% of TruWealth Advisors's portfolio in Q1 2026, its #169 holding.
  • TruWealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and has held it in 20 quarters since.
  • TruWealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $4M in Q2 2023.
  • 1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.