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

Westwood 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	$3.22M	Buy	+39,050	New	+$3.23M	1.27%	16
2025 Q4	–	Sell	-25,750	Closed	-$2.14M	–	122
2025 Q3	$2.14M	Buy	25,750 +12,250	+91%	+$1.01M	0.78%	18
2025 Q2	$1.12M	Buy	+13,500	New	+$1.11M	0.38%	28

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

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

Westwood Wealth Management opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2026: 39,050 shares worth $3.22M. The stake represents 1.27% of the portfolio and ranks #16 among its holdings. This is a return to the name: Westwood Wealth Management previously reported a position in SHY as recently as Q3 2025.

Westwood Wealth Management first reported a position in SHY in Q2 2025 and has held it in 3 quarters since. 1,218 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Westwood Wealth Management held 39,050 shares of iShares 1-3 Year Treasury Bond ETF worth $3.22M as of Q1 2026.
iShares 1-3 Year Treasury Bond ETF was a new Westwood Wealth Management position in Q1 2026.
iShares 1-3 Year Treasury Bond ETF made up 1.27% of Westwood Wealth Management's portfolio in Q1 2026, its #16 holding.
Westwood Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2025 and has held it in 3 quarters since.
1,218 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Westwood Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.