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 Q3	$873K	Sell	10,746 -22	-0.2%	-$1.8K	0.18%	81
2026 Q2	$884K	Sell	10,768 -303	-3%	-$24.9K	0.18%	77
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	$14M	Buy	166,850 +72,922	+78%	+$6.29M	2.91%	4
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return

Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return

Wealth Advisory Solutions's SHY Position: Q3 2026 in Review

Wealth Advisory Solutions reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.2% in Q3 2026, selling an estimated $1.8K and leaving 10,746 shares worth $873K. The position accounts for 0.18% of the portfolio, ranked #81.

Wealth Advisory Solutions first reported a position in SHY in Q4 2019 and has held it in 27 quarters since. The position peaked at $19M in Q3 2021. 341 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

Wealth Advisory Solutions held 10,746 shares of iShares 1-3 Year Treasury Bond ETF worth $873K as of Q3 2026.
Wealth Advisory Solutions sold 22 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $1.8K.
iShares 1-3 Year Treasury Bond ETF made up 0.18% of Wealth Advisory Solutions's portfolio in Q3 2026, its #81 holding.
Wealth Advisory Solutions first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2019 and has held it in 27 quarters since.
Wealth Advisory Solutions's iShares 1-3 Year Treasury Bond ETF position peaked at $19M in Q3 2021.
341 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Wealth Advisory Solutions's 13F filing for Q3 2026, filed 20 Oct 2026.