Weaver Consulting Group
SHY icon

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
Q3 		$442K Sell
5,447
-225
-4% -$18.4K 0.09% 186
2026
Q2 		$466K Sell
5,672
-755
-12% -$62.1K 0.1% 172
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 		$3.86M 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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
RPOA Advisors
RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return
Edge Wealth Management
Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
New Harbor Financial Group
New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Weaver Consulting Group's SHY Position: Q3 2026 in Review

Weaver Consulting Group reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 4% in Q3 2026, selling an estimated $18.4K and leaving 5,447 shares worth $442K. The position accounts for 0.09% of the portfolio, ranked #186.

Weaver Consulting Group first reported a position in SHY in Q1 2019 and has held it in 28 quarters since. The position peaked at $23.6M in Q1 2019. 381 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

  • Weaver Consulting Group held 5,447 shares of iShares 1-3 Year Treasury Bond ETF worth $442K as of Q3 2026.
  • Weaver Consulting Group sold 225 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $18.4K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.09% of Weaver Consulting Group's portfolio in Q3 2026, its #186 holding.
  • Weaver Consulting Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2019 and has held it in 28 quarters since.
  • Weaver Consulting Group's iShares 1-3 Year Treasury Bond ETF position peaked at $23.6M in Q1 2019.
  • 381 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.