Welch Group
SHY icon

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

Welch 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 		$2.33M Sell
28,686
-244
-0.8% -$19.9K 0.08% 79
2026
Q2 		$2.38M Sell
28,930
-533
-2% -$43.8K 0.08% 81
2026
Q1 		$2.43M Sell
29,463
-16,151
-35% -$1.34M 0.09% 80
2025
Q4 		$3.78M Buy
45,614
+7,065
+18% +$586K 0.15% 69
2025
Q3 		$3.2M Buy
38,549
+4,020
+12% +$332K 0.12% 67
2025
Q2 		$2.86M Buy
34,529
+9,337
+37% +$771K 0.12% 65
2025
Q1 		$2.08M Buy
25,192
+5,265
+26% +$433K 0.09% 69
2024
Q4 		$1.63M Buy
19,927
+2,241
+13% +$184K 0.07% 81
2024
Q3 		$1.47M Buy
17,686
+3,666
+26% +$302K 0.06% 80
2024
Q2 		$1.14M Buy
14,020
+1,753
+14% +$143K 0.06% 89
2024
Q1 		$1M Buy
12,267
+72
+0.6% +$5.89K 0.05% 84
2023
Q4 		$1M Buy
+12,195
New +$991K 0.05% 90
2023
Q1 		– Sell
-29,090
Closed -$2.36M – 224
2022
Q4 		$2.36M Buy
+29,090
New +$2.36M 0.14% 65
2020
Q2 		– Sell
-57,209
Closed -$4.96M – 149
2020
Q1 		$4.96M Buy
+57,209
New +$4.89M 0.53% 33

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
TFC Financial Management
TFC Financial Management Boston, Massachusetts $893M AUM 15.25% 1-Year Est. Return
Americana Partners
Americana Partners Houston, Texas $4.67B AUM 26.97% 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
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 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

Welch Group's SHY Position: Q3 2026 in Review

Welch Group reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.84% in Q3 2026, selling an estimated $19.9K and leaving 28,686 shares worth $2.33M. The position accounts for 0.08% of the portfolio, ranked #79.

Welch Group first reported a position in SHY in Q1 2020 and has held it in 14 quarters since. The position peaked at $4.96M in Q1 2020. 517 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

  • Welch Group held 28,686 shares of iShares 1-3 Year Treasury Bond ETF worth $2.33M as of Q3 2026.
  • Welch Group sold 244 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $19.9K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.08% of Welch Group's portfolio in Q3 2026, its #79 holding.
  • Welch Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2020 and has held it in 14 quarters since.
  • Welch Group's iShares 1-3 Year Treasury Bond ETF position peaked at $4.96M in Q1 2020.
  • 517 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.