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Weaver Consulting Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Weaver Consulting Group’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 		$531K Sell
6,427
-80
-1% -$6.62K 0.13% 141
2025
Q4 		$539K Sell
6,507
-411
-6% -$34.1K 0.13% 135
2025
Q3 		$574K Sell
6,918
-602
-8% -$49.8K 0.15% 126
2025
Q2 		$623K Sell
7,520
-3,656
-33% -$302K 0.17% 106
2025
Q1 		$925K Sell
11,176
-505
-4% -$41.5K 0.28% 70
2024
Q4 		$958K Sell
11,681
-281
-2% -$23.1K 0.29% 69
2024
Q3 		$995K Sell
11,962
-206
-2% -$17K 0.32% 66
2024
Q2 		$994K Buy
12,168
+6,715
+123% +$546K 0.35% 63
2024
Q1 		$446K Sell
5,453
-143
-3% -$11.7K 0.17% 113
2023
Q4 		$459K Sell
5,596
-695
-11% -$56.5K 0.19% 100
2023
Q3 		$509K Sell
6,291
-660
-9% -$53.4K 0.23% 76
2023
Q2 		$564K Sell
6,951
-320
-4% -$26.2K 0.25% 72
2023
Q1 		$597K Sell
7,271
-9,225
-56% -$752K 0.27% 68
2022
Q4 		$1.34M Buy
16,496
+3,642
+28% +$295K 0.68% 32
2022
Q3 		$1.04M Buy
12,854
+3,493
+37% +$287K 0.6% 37
2022
Q2 		$775K Buy
9,361
+5,754
+160% +$477K 0.43% 45
2022
Q1 		$301K Buy
+3,607
New +$305K 0.15% 131
2021
Q2 		– Sell
-3,723
Closed -$321K – 149
2021
Q1 		$321K Sell
3,723
-4,195
-53% -$362K 0.2% 96
2020
Q4 		$684K Sell
7,918
-9,612
-55% -$830K 0.43% 45
2020
Q3 		$1.52M Sell
17,530
-26,977
-61% -$2.33M 0.87% 24
2020
Q2 		$3.85M Sell
44,507
-7,973
-15% -$691K 2.24% 9
2020
Q1 		$4.55M Sell
52,480
-158,403
-75% -$13.5M 2.97% 9
2019
Q4 		$17.9M Sell
210,883
-55,017
-21% -$4.66M 9.57% 1
2019
Q3 		$22.5M Sell
265,900
-2,766
-1% -$234K 11.91% 1
2019
Q2 		$22.8M Sell
268,666
-10,712
-4% -$902K 12.42% 1
2019
Q1 		$23.6M Buy
+279,378
New +$23.4M 6.66% 2

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

Weaver Consulting Group's SHY Position: Q1 2026 in Review

Weaver Consulting Group reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1.2% in Q1 2026, selling an estimated $6.62K and leaving 6,427 shares worth $531K. The position accounts for 0.13% of the portfolio, ranked #141.

Weaver Consulting Group first reported a position in SHY in Q1 2019 and has held it in 26 quarters since. The position peaked at $23.6M in Q1 2019. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Weaver Consulting Group held 6,427 shares of iShares 1-3 Year Treasury Bond ETF worth $531K as of Q1 2026.
  • Weaver Consulting Group sold 80 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $6.62K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.13% of Weaver Consulting Group's portfolio in Q1 2026, its #141 holding.
  • Weaver Consulting Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2019 and has held it in 26 quarters since.
  • Weaver Consulting Group's iShares 1-3 Year Treasury Bond ETF position peaked at $23.6M in Q1 2019.
  • 1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Weaver Consulting Group's 13F filing for Q1 2026, filed 15 May 2026.