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

Vigilare 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
-9,779
Closed -$810K – 128
2025
Q4 		$810K Sell
9,779
-25,558
-72% -$2.12M 0.27% 50
2025
Q3 		$2.93M Sell
35,337
-105,476
-75% -$8.72M 1.02% 24
2025
Q2 		$11.7M Buy
140,813
+69,081
+96% +$5.7M 4.37% 5
2025
Q1 		$5.93M Sell
71,732
-21,095
-23% -$1.73M 2.37% 9
2024
Q4 		$7.61M Sell
92,827
-15,150
-14% -$1.25M 3.09% 8
2024
Q3 		$8.98M Sell
107,977
-68
-0.1% -$5.61K 3.63% 5
2024
Q2 		$8.82M Sell
108,045
-308,446
-74% -$25.1M 3.9% 5
2024
Q1 		$34.1M Buy
416,491
+397,517
+2,095% +$32.5M 16.79% 2
2023
Q4 		$1.56M Sell
18,974
-84,847
-82% -$6.9M 0.8% 21
2023
Q3 		$8.41M Sell
103,821
-91,912
-47% -$7.44M 5.36% 3
2023
Q2 		$15.9M Sell
195,733
-132,446
-40% -$10.8M 9.16% 3
2023
Q1 		$27M Sell
328,179
-54,505
-14% -$4.44M 15.22% 2
2022
Q4 		$31.1M Buy
382,684
+376,673
+6,266% +$30.6M 18.12% 1
2022
Q3 		$488K Buy
6,011
+2,438
+68% +$201K 0.63% 44
2022
Q2 		$296K Hold
3,573
– – 0.32% 77
2022
Q1 		$298K Buy
+3,573
New +$302K 0.24% 102
2021
Q4 		– Sell
-5,890
Closed -$507K – 199
2021
Q3 		$507K Hold
5,890
– – 0.31% 93
2021
Q2 		$507K Hold
5,890
– – 0.31% 91
2021
Q1 		$508K Sell
5,890
-2,315
-28% -$200K 0.36% 74
2020
Q4 		$709K Hold
8,205
– – 0.67% 40
2020
Q3 		$710K Sell
8,205
-139
-2% -$12K 0.74% 35
2020
Q2 		$723K Buy
+8,344
New +$723K 0.73% 39
2020
Q1 		– Sell
-9,922
Closed -$843K – 146
2019
Q4 		$843K Buy
+9,922
New +$841K 0.56% 47

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

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

Vigilare Wealth Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2026, closing a stake of 9,779 shares — an estimated $810K sold.

Vigilare Wealth Management first reported a position in SHY in Q4 2019 and held it in 23 quarters. The position peaked at $34.1M in Q1 2024. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Vigilare Wealth Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Vigilare Wealth Management sold 9,779 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $810K.
  • Vigilare Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2019 and held it in 23 quarters.
  • Vigilare Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $34.1M in Q1 2024.
  • 1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Vigilare Wealth Management's 13F filing for Q1 2026, filed 1 Apr 2026.