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World Investment Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

World Investment Advisors’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 		$9.41M Sell
114,008
-2,426
-2% -$201K 0.15% 154
2025
Q4 		$9.64M Buy
116,434
+3,755
+3% +$311K 0.16% 157
2025
Q3 		$9.35M Buy
112,679
+3,657
+3% +$302K 0.19% 117
2025
Q2 		$9.03M Buy
109,022
+6,706
+7% +$554K 0.2% 111
2025
Q1 		$8.46M Buy
102,316
+2,189
+2% +$180K 0.22% 110
2024
Q4 		$8.21M Buy
100,127
+6,224
+7% +$512K 0.22% 103
2024
Q3 		$7.81M Sell
93,903
-911
-1% -$75.2K 0.24% 102
2024
Q2 		$7.72M Buy
94,814
+19,927
+27% +$1.62M 0.48% 46
2024
Q1 		$6.12M Sell
74,887
-11,429
-13% -$935K 0.88% 22
2023
Q4 		$7.08M Sell
86,316
-862
-1% -$70.1K 0.92% 23
2023
Q3 		$7.06M Buy
87,178
+519
+0.6% +$42K 1.4% 17
2023
Q2 		$7.03M Buy
86,659
+6,441
+8% +$527K 1.36% 18
2023
Q1 		$6.59M Buy
80,218
+3,744
+5% +$305K 1.37% 16
2022
Q4 		$6.21M Buy
76,474
+3,464
+5% +$281K 1.42% 16
2022
Q3 		$5.93M Buy
73,010
+3,431
+5% +$282K 1.41% 17
2022
Q2 		$5.76M Sell
69,579
-15,071
-18% -$1.25M 1.21% 19
2022
Q1 		$7.06M Buy
84,650
+1,766
+2% +$149K 1.46% 17
2021
Q4 		$6.98M Buy
82,884
+5,720
+7% +$491K 1.46% 16
2021
Q3 		$6.65M Buy
77,164
+1,233
+2% +$106K 1.5% 15
2021
Q2 		$6.54M Buy
75,931
+11,131
+17% +$960K 1.5% 15
2021
Q1 		$5.59M Buy
64,800
+4,270
+7% +$369K 1.35% 15
2020
Q4 		$5.23M Buy
60,530
+15,113
+33% +$1.31M 1.32% 17
2020
Q3 		$3.93M Buy
45,417
+3,252
+8% +$281K 1.34% 18
2020
Q2 		$3.65M Buy
42,165
+7,109
+20% +$616K 1.28% 19
2020
Q1 		$3.04M Sell
35,056
-6,014
-15% -$514K 1.41% 20
2019
Q4 		$3.48M Sell
41,070
-41,664
-50% -$3.53M 1.36% 19
2019
Q3 		$7.02M Buy
82,734
+4,978
+6% +$422K 3.01% 10
2019
Q2 		$6.61M Sell
77,756
-23,314
-23% -$1.96M 2.91% 10
2019
Q1 		$8.5M Buy
101,070
+8,724
+9% +$730K 3.87% 7
2018
Q4 		$7.72M Buy
+92,346
New +$7.67M 3.46% 7

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

World Investment Advisors's SHY Position: Q1 2026 in Review

World Investment Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 2.1% in Q1 2026, selling an estimated $201K and leaving 114,008 shares worth $9.41M. The position accounts for 0.15% of the portfolio, ranked #154.

World Investment Advisors first reported a position in SHY in Q4 2018 and has held it in 30 quarters since. The position peaked at $9.64M in Q4 2025. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • World Investment Advisors held 114,008 shares of iShares 1-3 Year Treasury Bond ETF worth $9.41M as of Q1 2026.
  • World Investment Advisors sold 2,426 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $201K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.15% of World Investment Advisors's portfolio in Q1 2026, its #154 holding.
  • World Investment Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and has held it in 30 quarters since.
  • World Investment Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $9.64M in Q4 2025.
  • 1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.