Western Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Western Wealth Management’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	$3.5M	Buy	42,415 +34,793	+456%	+$2.88M	0.13%	158
2025 Q4	$631K	Buy	+7,622	New	+$632K	0.03%	460
2024 Q4	–	Sell	-21,429	Closed	-$1.78M	–	746
2024 Q3	$1.78M	Buy	+21,429	New	+$1.77M	0.1%	204
2024 Q1	–	Sell	-13,396	Closed	-$1.1M	–	714
2023 Q4	$1.1M	Sell	13,396 -1,966	-13%	-$160K	0.08%	258
2023 Q3	$1.24M	Sell	15,362 -911	-6%	-$73.8K	0.11%	207
2023 Q2	$1.32M	Sell	16,273 -2,025	-11%	-$166K	0.11%	189
2023 Q1	$1.5M	Buy	18,298 +3,106	+20%	+$253K	0.14%	168
2022 Q4	$1.23M	Sell	15,192 -4,301	-22%	-$349K	0.13%	184
2022 Q3	$1.58M	Buy	19,493 +15,400	+376%	+$1.27M	0.09%	221
2022 Q2	$339K	Buy	4,093 +92	+2%	+$7.63K	0.02%	579
2022 Q1	$333K	Buy	+4,001	New	+$338K	0.02%	641
2021 Q2	$259K	Buy	3,020 +157	+5%	+$13.5K	0.03%	536
2021 Q1	$247K	Buy	2,863 +145	+5%	+$12.5K	0.03%	453
2020 Q4	$235K	Sell	2,718 -1,524	-36%	-$132K	0.03%	410
2020 Q3	$367K	Buy	4,242 +519	+14%	+$44.9K	0.06%	292
2020 Q2	$322K	Sell	3,723 -33	-0.9%	-$2.86K	0.06%	301
2020 Q1	$325K	Buy	3,756 +34	+0.9%	+$2.9K	0.07%	253
2019 Q4	$315K	Sell	3,722 -4,722	-56%	-$400K	0.05%	303
2019 Q3	$717K	Sell	8,444 -265	-3%	-$22.5K	0.15%	158
2019 Q2	$739K	Buy	8,709 +1,621	+23%	+$137K	0.1%	167
2019 Q1	$596K	Buy	+7,088	New	+$593K	0.13%	181

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

Western Wealth Management's SHY Position: Q1 2026 in Review

Western Wealth Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 456% in Q1 2026, buying an estimated $2.88M and bringing the position to 42,415 shares worth $3.5M. The position accounts for 0.13% of the portfolio, ranked #158.

Western Wealth Management first reported a position in SHY in Q1 2019 and has held it in 21 quarters since. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Western Wealth Management held 42,415 shares of iShares 1-3 Year Treasury Bond ETF worth $3.5M as of Q1 2026.
Western Wealth Management bought 34,793 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $2.88M.
iShares 1-3 Year Treasury Bond ETF made up 0.13% of Western Wealth Management's portfolio in Q1 2026, its #158 holding.
Western Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2019 and has held it in 21 quarters since.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.