WNY Asset Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

WNY Asset 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	$329K	Buy	+3,981	New	+$330K	0.03%	193
2025 Q3	$443K	Sell	5,345 -674	-11%	-$55.7K	0.04%	153
2025 Q2	$499K	Buy	6,019 +229	+4%	+$18.9K	0.06%	140
2025 Q1	$479K	Buy	5,790 +1,410	+32%	+$116K	0.06%	145
2024 Q4	$359K	Sell	4,380 -3,073	-41%	-$253K	0.04%	152
2024 Q3	$620K	Buy	7,453 +2,306	+45%	+$190K	0.07%	128
2024 Q2	$420K	Buy	5,147 +114	+2%	+$9.28K	0.06%	158
2024 Q1	$412K	Sell	5,033 -86	-2%	-$7.04K	0.06%	162
2023 Q4	$420K	Buy	+5,119	New	+$416K	0.07%	156

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

WNY Asset Management's SHY Position: Q1 2026 in Review

WNY Asset Management opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2026: 3,981 shares worth $329K. The stake represents 0.03% of the portfolio and ranks #193 among its holdings. This is a return to the name: WNY Asset Management previously reported a position in SHY as recently as Q3 2025.

WNY Asset Management first reported a position in SHY in Q4 2023 and has held it in 9 quarters since. The position peaked at $620K in Q3 2024. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

WNY Asset Management held 3,981 shares of iShares 1-3 Year Treasury Bond ETF worth $329K as of Q1 2026.
iShares 1-3 Year Treasury Bond ETF was a new WNY Asset Management position in Q1 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.03% of WNY Asset Management's portfolio in Q1 2026, its #193 holding.
WNY Asset Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and has held it in 9 quarters since.
WNY Asset Management's iShares 1-3 Year Treasury Bond ETF position peaked at $620K 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 WNY Asset Management's 13F filing for Q1 2026, filed 22 May 2026.