Whitcomb & Hess
SHY icon

Whitcomb & Hess’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Whitcomb & Hess’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
Q3 		$2.11M Buy
26,033
+1,844
+8% +$151K 0.45% 23
2026
Q2 		$1.99M Buy
24,189
+105
+0.4% +$8.63K 0.43% 25
2026
Q1 		$1.99M Buy
24,084
+955
+4% +$79.1K 0.46% 23
2025
Q4 		$1.92M Sell
23,129
-292
-1% -$24.2K 0.45% 24
2025
Q3 		$1.94M Buy
23,421
+646
+3% +$53.4K 0.5% 24
2025
Q2 		$1.89M Buy
22,775
+382
+2% +$31.5K 0.53% 24
2025
Q1 		$1.85M Buy
22,393
+226
+1% +$18.6K 0.56% 22
2024
Q4 		$1.82M Sell
22,167
-474
-2% -$39K 0.56% 24
2024
Q3 		$1.88M Sell
22,641
-1,132
-5% -$93.4K 0.56% 23
2024
Q2 		$1.94M Buy
23,773
+1,522
+7% +$124K 0.6% 23
2024
Q1 		$1.82M Buy
22,251
+3,096
+16% +$253K 0.58% 22
2023
Q4 		$1.57M Sell
19,155
-51
-0.3% -$4.15K 0.54% 23
2023
Q3 		$1.56M Buy
19,206
+12,777
+199% +$1.03M 0.58% 20
2023
Q2 		$521K Sell
6,429
-154
-2% -$12.6K 0.19% 30
2023
Q1 		$541K Buy
6,583
+70
+1% +$5.71K 0.2% 29
2022
Q4 		$529K Buy
6,513
+772
+13% +$62.6K 0.21% 26
2022
Q3 		$466K Buy
+5,741
New +$472K 0.21% 25

Other funds holding SHY

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
RPOA Advisors
RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Edge Wealth Management
Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
TFC Financial Management
TFC Financial Management Boston, Massachusetts $893M AUM 15.25% 1-Year Est. Return
Americana Partners
Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Whitcomb & Hess's SHY Position: Q3 2026 in Review

Whitcomb & Hess increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 7.6% in Q3 2026, buying an estimated $151K and bringing the position to 26,033 shares worth $2.11M. The position accounts for 0.45% of the portfolio, ranked #23.

Whitcomb & Hess first reported a position in SHY in Q3 2022 and has held it in 17 quarters since. 700 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

  • Whitcomb & Hess held 26,033 shares of iShares 1-3 Year Treasury Bond ETF worth $2.11M as of Q3 2026.
  • Whitcomb & Hess bought 1,844 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $151K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.45% of Whitcomb & Hess's portfolio in Q3 2026, its #23 holding.
  • Whitcomb & Hess first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2022 and has held it in 17 quarters since.
  • 700 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Whitcomb & Hess's 13F filing for Q3 2026, filed 7 Oct 2026.