SHY — iShares 1-3 Year Treasury Bond ETF

Ownership history in Able Wealth Management LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Able Wealth Management LLC reported a position in iShares 1-3 Year Treasury Bond ETF (SHY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.83% (2025 Q4)
Avg. % of fund
0.45%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 69,825 +66,652 +2100.6% 1.83% $5.8M $82.35
2025 Q3 ADDED 3,173 +26 +0.8% 0.10% $263K $81.48
2025 Q2 REDUCED 3,147 -704 -18.3% 0.13% $261K $80.60
2025 Q1 REDUCED 3,851 -64 -1.6% 0.19% $319K $79.69
2024 Q4 REDUCED 3,915 -709 -15.3% 0.21% $321K $78.46
2024 Q3 ADDED 4,624 +23 +0.5% 0.33% $378K $78.53
2023 Q4 INITIATED 4,601 — — 0.34% $377K —
% of Fund (quarterly)    SHY price (monthly, adj. close)

Other funds also holding SHY

As of 2025 Q4 — sorted by position size

Santa Clara Valley Transportation Authority 22.94% Mader & Shannon Wealth Management, Inc. 3Y 7Y 13.65% Birchcreek Wealth Management, LLC 3Y 11.57% Lake Hills Wealth Management, LLC 3Y 9.9% TFC Financial Management, Inc. 3Y 9.69% LWM ADVISORS INC 7.77% America First Investment Advisors, LLC 3Y 7Y 7.62% INSIGHT 2811, INC. 3Y 7Y 7.61% Kiker Wealth Management, LLC 6.28% Mizuho Markets Cayman LP 3Y 6.15%
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