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

Waverly 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	$8.5M	Buy	103,002 +33,429	+48%	+$2.77M	0.06%	293
2025 Q4	$5.76M	Sell	69,573 -1,840	-3%	-$153K	0.05%	341
2025 Q3	$5.92M	Sell	71,413 -226	-0.3%	-$18.7K	0.06%	293
2025 Q2	$5.94M	Sell	71,639 -1,114	-2%	-$92K	0.07%	273
2025 Q1	$6.02M	Buy	72,753 +1,415	+2%	+$116K	0.07%	257
2024 Q4	$5.85M	Sell	71,338 -10,061	-12%	-$827K	0.09%	192
2024 Q3	$6.77M	Sell	81,399 -44,105	-35%	-$3.64M	0.13%	157
2024 Q2	$10.2M	Sell	125,504 -7,080	-5%	-$576K	0.2%	105
2024 Q1	$10.8M	Sell	132,584 -14,893	-10%	-$1.22M	0.26%	79
2023 Q4	$12.1M	Buy	147,477 +108,911	+282%	+$8.85M	0.45%	39
2023 Q3	$3.12M	Sell	38,566 -3,244	-8%	-$263K	0.14%	106
2023 Q2	$3.39M	Buy	+41,810	New	+$3.42M	0.15%	100
2021 Q4	–	Sell	-2,529	Closed	-$217K	–	215
2021 Q3	$217K	Hold	2,529	–	–	0.02%	198
2021 Q2	$218K	Hold	2,529	–	–	0.02%	178
2021 Q1	$218K	Sell	2,529 -1	-0%	-$86	0.02%	164
2020 Q4	$218K	Hold	2,530	–	–	0.02%	145
2020 Q3	$219K	Buy	2,530 +1	+0%	+$87	0.03%	128
2020 Q2	$219K	Hold	2,529	–	–	0.03%	131
2020 Q1	$219K	Buy	+2,529	New	+$216K	0.04%	124

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Waverly Advisors's SHY Position: Q1 2026 in Review

Waverly Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 48% in Q1 2026, buying an estimated $2.77M and bringing the position to 103,002 shares worth $8.5M. The position accounts for 0.06% of the portfolio, ranked #293.

Waverly Advisors first reported a position in SHY in Q1 2020 and has held it in 19 quarters since. The position peaked at $12.1M in Q4 2023. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Waverly Advisors held 103,002 shares of iShares 1-3 Year Treasury Bond ETF worth $8.5M as of Q1 2026.
Waverly Advisors bought 33,429 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $2.77M.
iShares 1-3 Year Treasury Bond ETF made up 0.06% of Waverly Advisors's portfolio in Q1 2026, its #293 holding.
Waverly Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2020 and has held it in 19 quarters since.
Waverly Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $12.1M in Q4 2023.
1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.