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

Windward Private 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 Q3	$310K	Hold	3,813	–	–	0.1%	38
2026 Q2	$313K	Buy	3,813 +13	+0.3%	+$1.07K	0.1%	37
2026 Q1	$314K	Sell	3,800 -717	-16%	-$59.4K	0.11%	36
2025 Q4	$374K	Buy	4,517 +13	+0.3%	+$1.08K	0.13%	33
2025 Q3	$374K	Sell	4,504 -123	-3%	-$10.2K	0.13%	33
2025 Q2	$383K	Sell	4,627 -34	-0.7%	-$2.81K	0.14%	33
2025 Q1	$386K	Hold	4,661	–	–	0.15%	33
2024 Q4	$382K	Sell	4,661 -107	-2%	-$8.8K	0.15%	33
2024 Q3	$396K	Sell	4,768 -1,073	-18%	-$88.5K	0.15%	36
2024 Q2	$477K	Sell	5,841 -181	-3%	-$14.7K	0.19%	34
2024 Q1	$492K	Sell	6,022 -499	-8%	-$40.8K	0.2%	34
2023 Q4	$535K	Sell	6,521 -753	-10%	-$61.2K	0.22%	34
2023 Q3	$589K	Buy	7,274 +97	+1%	+$7.86K	0.27%	34
2023 Q2	$582K	Sell	7,177 -581	-7%	-$47.5K	0.26%	33
2023 Q1	$637K	Sell	7,758 -638	-8%	-$52K	0.27%	33
2022 Q4	$682K	Sell	8,396 -2,592	-24%	-$210K	0.3%	33
2022 Q3	$892K	Buy	10,988 +2,454	+29%	+$202K	0.43%	29
2022 Q2	$707K	Sell	8,534 -13,250	-61%	-$1.1M	0.32%	32
2022 Q1	$1.82M	Sell	21,784 -24	-0.1%	-$2.03K	0.75%	19
2021 Q4	$1.86M	Buy	21,808 +208	+1%	+$17.8K	0.72%	23
2021 Q3	$1.86M	Sell	21,600 -763	-3%	-$65.8K	0.76%	23
2021 Q2	$1.93M	Sell	22,363 -2,832	-11%	-$244K	0.79%	23
2021 Q1	$2.17M	Sell	25,195 -3,104	-11%	-$268K	0.96%	20
2020 Q4	$2.44M	Buy	+28,299	New	+$2.44M	1.14%	19

Other funds holding SHY

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Windward Private Wealth Management's SHY Position: Q3 2026 in Review

Windward Private Wealth Management held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q3 2026 at 3,813 shares worth $310K. The position accounts for 0.1% of the portfolio, ranked #38.

Windward Private Wealth Management first reported a position in SHY in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.44M in Q4 2020. 859 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

Windward Private Wealth Management held 3,813 shares of iShares 1-3 Year Treasury Bond ETF worth $310K as of Q3 2026.
Windward Private Wealth Management left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q3 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.1% of Windward Private Wealth Management's portfolio in Q3 2026, its #38 holding.
Windward Private Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and has held it in 24 quarters since.
Windward Private Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $2.44M in Q4 2020.
859 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Windward Private Wealth Management's 13F filing for Q3 2026, filed 10 Nov 2026.