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

Whalen 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	$317K	Sell	3,841 -850	-18%	-$70.4K	0.17%	148
2025 Q4	$389K	Sell	4,691 -11	-0.2%	-$912	0.21%	139
2025 Q3	$390K	Buy	4,702 +242	+5%	+$20K	0.23%	110
2025 Q2	$370K	Buy	+4,460	New	+$368K	0.23%	124
2025 Q1	–	Sell	-4,641	Closed	-$380K	–	167
2024 Q4	$380K	Sell	4,641 -345,857	-99%	-$28.4M	0.26%	83
2024 Q3	$29.1M	Buy	350,498 +11,596	+3%	+$957K	20.61%	1
2024 Q2	$27.7M	Buy	+338,902	New	+$27.6M	21.93%	1

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

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

Whalen Wealth Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 18% in Q1 2026, selling an estimated $70.4K and leaving 3,841 shares worth $317K. The position accounts for 0.17% of the portfolio, ranked #148.

Whalen Wealth Management first reported a position in SHY in Q2 2024 and has held it in 7 quarters since. The position peaked at $29.1M in Q3 2024. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Whalen Wealth Management held 3,841 shares of iShares 1-3 Year Treasury Bond ETF worth $317K as of Q1 2026.
Whalen Wealth Management sold 850 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $70.4K.
iShares 1-3 Year Treasury Bond ETF made up 0.17% of Whalen Wealth Management's portfolio in Q1 2026, its #148 holding.
Whalen Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2024 and has held it in 7 quarters since.
Whalen Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $29.1M in Q3 2024.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.