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 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

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

Windward Private Wealth Management's SHY Position: Q1 2026 in Review

Windward Private Wealth Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 16% in Q1 2026, selling an estimated $59.4K and leaving 3,800 shares worth $314K. The position accounts for 0.11% of the portfolio, ranked #36.

Windward Private Wealth Management first reported a position in SHY in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.44M in Q4 2020. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Windward Private Wealth Management held 3,800 shares of iShares 1-3 Year Treasury Bond ETF worth $314K as of Q1 2026.
Windward Private Wealth Management sold 717 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $59.4K.
iShares 1-3 Year Treasury Bond ETF made up 0.11% of Windward Private Wealth Management's portfolio in Q1 2026, its #36 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 22 quarters since.
Windward Private Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $2.44M in Q4 2020.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Windward Private Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.