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West Paces Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

West Paces Advisors’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 		$1.17M Sell
14,151
-2,026
-13% -$168K 0.23% 53
2025
Q4 		$1.34M Sell
16,177
-13,561
-46% -$1.12M 0.26% 47
2025
Q3 		$2.47M Buy
29,738
+15,430
+108% +$1.28M 0.49% 28
2025
Q2 		$1.19M Buy
14,308
+1,745
+14% +$144K 0.25% 49
2025
Q1 		$1.04M Sell
12,563
-505
-4% -$41.5K 0.24% 56
2024
Q4 		$1.07M Sell
13,068
-2,720
-17% -$224K 0.26% 50
2024
Q3 		$1.31M Sell
15,788
-5,716
-27% -$472K 0.32% 42
2024
Q2 		$1.76M Sell
21,504
-8,775
-29% -$714K 0.46% 35
2024
Q1 		$2.48M Sell
30,279
-4,433
-13% -$363K 0.65% 21
2023
Q4 		$2.85M Sell
34,712
-3,300
-9% -$268K 0.8% 18
2023
Q3 		$3.08M Sell
38,012
-1,765
-4% -$143K 0.96% 16
2023
Q2 		$3.23M Buy
39,777
+22
+0.1% +$1.8K 0.95% 17
2023
Q1 		$3.27M Sell
39,755
-5,112
-11% -$417K 1.01% 16
2022
Q4 		$3.64M Sell
44,867
-4,908
-10% -$398K 1.16% 15
2022
Q3 		$4.04M Buy
49,775
+47,336
+1,941% +$3.9M 1.44% 13
2022
Q2 		$202K Buy
2,439
+2,400
+6,154% +$199K 0.07% 121
2022
Q1 		$3.25K Hold
39
– – ﹤0.01% 453
2021
Q4 		$3.34K Sell
39
-6
-13% -$515 ﹤0.01% 471
2021
Q3 		$3.88K Hold
45
– – ﹤0.01% 444
2021
Q2 		$3.88K Hold
45
– – ﹤0.01% 457
2021
Q1 		$3.88K Hold
45
– – ﹤0.01% 398
2020
Q4 		$3.89K Hold
45
– – ﹤0.01% 377
2020
Q3 		$3.89K Hold
45
– – ﹤0.01% 375
2020
Q2 		$3.9K Hold
45
– – ﹤0.01% 388
2020
Q1 		$3.9K Buy
45
+24
+114% +$2.05K ﹤0.01% 384
2019
Q4 		$1.78K Hold
21
– – ﹤0.01% 458
2019
Q3 		$1.78K Hold
21
– – ﹤0.01% 445
2019
Q2 		$1.78K Hold
21
– – ﹤0.01% 442
2019
Q1 		$1.77K Hold
21
– – ﹤0.01% 442
2018
Q4 		$1.76K Hold
21
– – ﹤0.01% 444
2018
Q3 		$1.75K Hold
21
– – ﹤0.01% 450
2018
Q2 		$1.75K Buy
+21
New +$1.75K ﹤0.01% 459

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

West Paces Advisors's SHY Position: Q1 2026 in Review

West Paces Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 13% in Q1 2026, selling an estimated $168K and leaving 14,151 shares worth $1.17M. The position accounts for 0.23% of the portfolio, ranked #53.

West Paces Advisors first reported a position in SHY in Q2 2018 and has held it in 32 quarters since. The position peaked at $4.04M in Q3 2022. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • West Paces Advisors held 14,151 shares of iShares 1-3 Year Treasury Bond ETF worth $1.17M as of Q1 2026.
  • West Paces Advisors sold 2,026 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $168K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.23% of West Paces Advisors's portfolio in Q1 2026, its #53 holding.
  • West Paces Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2018 and has held it in 32 quarters since.
  • West Paces Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $4.04M in Q3 2022.
  • 1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on West Paces Advisors's 13F filing for Q1 2026, filed 5 May 2026.