WWA
SHY icon

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

WCG Wealth 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 		$928K Buy
11,235
+161
+1% +$13.3K 0.03% 386
2025
Q4 		$917K Buy
+11,074
New +$918K 0.03% 370

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

WCG Wealth Advisors's SHY Position: Q1 2026 in Review

WCG Wealth Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1.5% in Q1 2026, buying an estimated $13.3K and bringing the position to 11,235 shares worth $928K. The position accounts for 0.03% of the portfolio, ranked #386.

WCG Wealth Advisors first reported a position in SHY in Q4 2025 and has held it in 2 quarters since. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • WCG Wealth Advisors held 11,235 shares of iShares 1-3 Year Treasury Bond ETF worth $928K as of Q1 2026.
  • WCG Wealth Advisors bought 161 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $13.3K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.03% of WCG Wealth Advisors's portfolio in Q1 2026, its #386 holding.
  • WCG Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.