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

WESCAP Management 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	$4.53M	Buy	54,901 +4,711	+9%	+$390K	0.89%	29
2025 Q4	$4.16M	Buy	50,190 +3,915	+8%	+$325K	0.84%	30
2025 Q3	$3.84M	Buy	46,275 +4,944	+12%	+$409K	0.81%	31
2025 Q2	$3.42M	Sell	41,331 -1,029	-2%	-$85K	0.78%	35
2025 Q1	$3.5M	Buy	42,360 +21,879	+107%	+$1.8M	0.86%	30
2024 Q4	$1.68M	Buy	20,481 +741	+4%	+$60.9K	0.41%	46
2024 Q3	$1.64M	Buy	19,740 +6,821	+53%	+$563K	0.41%	46
2024 Q2	$1.05M	Buy	12,919 +4,204	+48%	+$342K	0.3%	57
2024 Q1	$713K	Buy	+8,715	New	+$713K	0.21%	63

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

WESCAP Management Group's SHY Position: Q1 2026 in Review

WESCAP Management Group increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 9.4% in Q1 2026, buying an estimated $390K and bringing the position to 54,901 shares worth $4.53M. The position accounts for 0.89% of the portfolio, ranked #29.

WESCAP Management Group first reported a position in SHY in Q1 2024 and has held it in 9 quarters since. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

WESCAP Management Group held 54,901 shares of iShares 1-3 Year Treasury Bond ETF worth $4.53M as of Q1 2026.
WESCAP Management Group bought 4,711 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $390K.
iShares 1-3 Year Treasury Bond ETF made up 0.89% of WESCAP Management Group's portfolio in Q1 2026, its #29 holding.
WESCAP Management Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2024 and has held it in 9 quarters since.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on WESCAP Management Group's 13F filing for Q1 2026, filed 12 May 2026.