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Wealth Advisory Solutions’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Wealth Advisory Solutions’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 		$914K Sell
11,071
-51
-0.5% -$4.22K 0.2% 76
2025
Q4 		$921K Sell
11,122
-436
-4% -$36.1K 0.21% 73
2025
Q3 		$959K Buy
11,558
+308
+3% +$25.5K 0.23% 75
2025
Q2 		$932K Sell
11,250
-36
-0.3% -$2.97K 0.24% 72
2025
Q1 		$934K Sell
11,286
-523
-4% -$43K 0.25% 72
2024
Q4 		$968K Sell
11,809
-2,722
-19% -$224K 0.27% 63
2024
Q3 		$1.21M Sell
14,531
-4,869
-25% -$402K 0.33% 61
2024
Q2 		$1.58M Sell
19,400
-505
-3% -$41.1K 0.43% 52
2024
Q1 		$1.63M Buy
19,905
+6,133
+45% +$502K 0.42% 53
2023
Q4 		$1.13M Sell
13,772
-22,408
-62% -$1.82M 0.39% 43
2023
Q3 		$2.94M Sell
36,180
-893
-2% -$72.3K 0.58% 39
2023
Q2 		$3.01M Sell
37,073
-3,665
-9% -$300K 0.8% 39
2023
Q1 		$3.35M Sell
40,738
-15,106
-27% -$1.23M 0.89% 36
2022
Q4 		$4.53M Sell
55,844
-140,494
-72% -$11.4M 1.22% 19
2022
Q3 		$15.9M Sell
196,338
-7,833
-4% -$645K 4.41% 4
2022
Q2 		$16.9M Sell
204,171
-16,098
-7% -$1.34M 4.16% 3
2022
Q1 		$18.4M Buy
+220,269
New +$18.6M 3.82% 3
2021
Q3 		$19M Buy
220,450
+69,974
+47% +$6.03M 4.22% 3
2021
Q2 		$13M Sell
150,476
-16,374
-10% -$1.41M 3.08% 5
2021
Q1 		$14K Buy
166,850
+72,922
+78% +$6.29M 0.01% 67
2020
Q4 		$8.11M Sell
93,928
-95,249
-50% -$8.23M 2.2% 9
2020
Q3 		$11.2M Buy
189,177
+24,010
+15% +$2.08M 2.97% 4
2020
Q2 		$8.88M Buy
165,167
+21,131
+15% +$1.83M 2.47% 5
2020
Q1 		$8.15M Buy
144,036
+27,183
+23% +$2.32M 2.77% 4
2019
Q4 		$7.29M Buy
+116,853
New +$9.9M 1.92% 9

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

Wealth Advisory Solutions's SHY Position: Q1 2026 in Review

Wealth Advisory Solutions reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.46% in Q1 2026, selling an estimated $4.22K and leaving 11,071 shares worth $914K. The position accounts for 0.2% of the portfolio, ranked #76.

Wealth Advisory Solutions first reported a position in SHY in Q4 2019 and has held it in 25 quarters since. The position peaked at $19M in Q3 2021. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Wealth Advisory Solutions held 11,071 shares of iShares 1-3 Year Treasury Bond ETF worth $914K as of Q1 2026.
  • Wealth Advisory Solutions sold 51 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $4.22K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.2% of Wealth Advisory Solutions's portfolio in Q1 2026, its #76 holding.
  • Wealth Advisory Solutions first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2019 and has held it in 25 quarters since.
  • Wealth Advisory Solutions's iShares 1-3 Year Treasury Bond ETF position peaked at $19M in Q3 2021.
  • 1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Wealth Advisory Solutions's 13F filing for Q1 2026, filed 22 Apr 2026.