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Vise Technologies’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Vise Technologies’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 		$1.08M Hold
12,983
– – 0.02% 564
2025
Q4 		$1.08M Buy
12,983
+3,377
+35% +$280K 0.02% 568
2025
Q3 		$797K Buy
+9,606
New +$795K 0.03% 494

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

Vise Technologies's SHY Position: Q1 2026 in Review

Vise Technologies held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q1 2026 at 12,983 shares worth $1.08M. The position accounts for 0.02% of the portfolio, ranked #564.

Vise Technologies first reported a position in SHY in Q3 2025 and has held it in 3 quarters since. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Vise Technologies held 12,983 shares of iShares 1-3 Year Treasury Bond ETF worth $1.08M as of Q1 2026.
  • Vise Technologies left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q1 2026.
  • iShares 1-3 Year Treasury Bond ETF made up 0.02% of Vise Technologies's portfolio in Q1 2026, its #564 holding.
  • Vise Technologies first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.