Wealthspire Advisors (New York)’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Wealthspire Advisors (New York)’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	$1.55M	Buy	18,771 +379	+2%	+$31.4K	0.01%	322
2025 Q4	$1.52M	Sell	18,392 -18,938	-51%	-$1.57M	0.01%	344
2025 Q3	$3.1M	Buy	37,330 +174	+0.5%	+$14.4K	0.02%	211
2025 Q2	$3.08M	Sell	37,156 -484	-1%	-$40K	0.02%	220
2025 Q1	$3.11M	Buy	37,640 +25,922	+221%	+$2.13M	0.02%	205
2024 Q4	$961K	Buy	11,718 +2,049	+21%	+$168K	0.01%	379
2024 Q3	$804K	Buy	9,669 +1,126	+13%	+$92.9K	0.01%	407
2024 Q2	$698K	Sell	8,543 -12,492	-59%	-$1.02M	0.01%	370
2024 Q1	$1.72M	Sell	21,035 -2,704	-11%	-$221K	0.02%	226
2023 Q4	$1.95M	Sell	23,739 -22,959	-49%	-$1.87M	0.03%	200
2023 Q3	$3.78M	Sell	46,698 -9,694	-17%	-$785K	0.06%	120
2023 Q2	$4.57M	Sell	56,392 -5,488	-9%	-$449K	0.07%	101
2023 Q1	$5.08M	Sell	61,880 -6,318	-9%	-$515K	0.09%	97
2022 Q4	$5.54M	Sell	68,198 -1,567	-2%	-$127K	0.1%	90
2022 Q3	$5.67M	Sell	69,765 -13,597	-16%	-$1.12M	0.12%	85
2022 Q2	$6.9M	Sell	83,362 -15,962	-16%	-$1.32M	0.14%	74
2022 Q1	$8.28M	Buy	99,324 +15,953	+19%	+$1.35M	0.19%	52
2021 Q4	$7.13M	Buy	83,371 +9,741	+13%	+$836K	0.16%	66
2021 Q3	$6.34M	Buy	73,630 +4,904	+7%	+$423K	0.13%	81
2021 Q2	$5.92M	Buy	68,726 +35,085	+104%	+$3.03M	0.16%	63
2021 Q1	$2.9M	Sell	33,641 -663	-2%	-$57.2K	0.07%	132
2020 Q4	$2.96M	Sell	34,304 -8,282	-19%	-$715K	0.09%	101
2020 Q3	$3.68M	Buy	42,586 +5,725	+16%	+$495K	0.22%	55
2020 Q2	$3.19M	Sell	36,861 -3,306	-8%	-$286K	0.22%	52
2020 Q1	$3.48M	Buy	40,167 +2,048	+5%	+$175K	0.15%	81
2019 Q4	$3.23M	Sell	38,119 -2,204	-5%	-$187K	0.23%	31
2019 Q3	$3.42M	Sell	40,323 -678	-2%	-$57.5K	0.28%	24
2019 Q2	$3.48M	Buy	41,001 +5,775	+16%	+$486K	0.3%	21
2019 Q1	$2.96M	Sell	35,226 -1,415	-4%	-$118K	0.27%	18
2018 Q4	$3.06M	Buy	+36,641	New	+$3.05M	0.3%	19

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

Wealthspire Advisors (New York)'s SHY Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 2.1% in Q1 2026, buying an estimated $31.4K and bringing the position to 18,771 shares worth $1.55M. The position accounts for 0.01% of the portfolio, ranked #322.

Wealthspire Advisors (New York) first reported a position in SHY in Q4 2018 and has held it in 30 quarters since. The position peaked at $8.28M in Q1 2022. 1,218 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Wealthspire Advisors (New York) held 18,771 shares of iShares 1-3 Year Treasury Bond ETF worth $1.55M as of Q1 2026.
Wealthspire Advisors (New York) bought 379 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $31.4K.
iShares 1-3 Year Treasury Bond ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #322 holding.
Wealthspire Advisors (New York) first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and has held it in 30 quarters since.
Wealthspire Advisors (New York)'s iShares 1-3 Year Treasury Bond ETF position peaked at $8.28M in Q1 2022.
1,218 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.