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

Westfuller 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	$466K	Sell	5,646 -56	-1%	-$4.64K	0.2%	81
2025 Q4	$472K	Buy	5,702 +8	+0.1%	+$663	0.19%	79
2025 Q3	$472K	Sell	5,694 -192	-3%	-$15.9K	0.21%	83
2025 Q2	$488K	Buy	5,886 +7	+0.1%	+$578	0.28%	70
2025 Q1	$486K	Sell	5,879 -67	-1%	-$5.51K	0.32%	58
2024 Q4	$487K	Buy	5,946 +10	+0.2%	+$822	0.31%	62
2024 Q3	$494K	Buy	+5,936	New	+$490K	0.35%	56
2024 Q1	$509K	Buy	+6,222	New	+$509K	0.61%	43

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

Westfuller Advisors's SHY Position: Q1 2026 in Review

Westfuller Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.98% in Q1 2026, selling an estimated $4.64K and leaving 5,646 shares worth $466K. The position accounts for 0.2% of the portfolio, ranked #81.

Westfuller Advisors first reported a position in SHY in Q1 2024 and has held it in 8 quarters since. The position peaked at $509K in Q1 2024. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Westfuller Advisors held 5,646 shares of iShares 1-3 Year Treasury Bond ETF worth $466K as of Q1 2026.
Westfuller Advisors sold 56 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $4.64K.
iShares 1-3 Year Treasury Bond ETF made up 0.2% of Westfuller Advisors's portfolio in Q1 2026, its #81 holding.
Westfuller Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2024 and has held it in 8 quarters since.
Westfuller Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $509K in Q1 2024.
1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Westfuller Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.