Bison Wealth, LLC SHY — ISHARES TR

Ownership history in Bison Wealth, LLC  ·  5 quarters on record

AI Ownership Summary

Bison Wealth, LLC reported ISHARES TR (SHY) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.68% in 2025 Q4. The latest visible filing shows SHY at 0.60% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SHY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bison Wealth, LLC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SHY was reported at 0.60% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.68% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SHY stock page Bison Wealth, LLC fund profile Bison Wealth, LLC full holdings
How Bison Wealth, LLC held SHY — position size vs. price
% of Fund (quarterly)    SHY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 75,446 +1,829 +2.5% 0.60% $6.2M 2026-05-15 $82.06
2025 Q4 REDUCED 7.0% +0.3% ❌ 73,617 -5,514 -7.0% 0.68% $6.1M 2026-03-24 $81.82
2025 Q3 ADDED — — — 79,131 +13,932 +21.4% 0.60% $6.6M 2025-11-12 $81.39
2025 Q2 ADDED — — — 65,199 +22,823 +53.9% 0.43% $5.4M 2025-07-15 $79.91
2025 Q1 INITIATED — — — 42,376 — — 0.33% $3.5M 2025-05-08 $79.47

🏢 Other funds also holding SHY

As of 2026 Q1 — sorted by position size

PineBridge Investments Asia Ltd 78.12% CRITERIA CAIXA, S.A.U. 50.24% Transmarket Holdings LP 29.63% Santa Clara Valley Transportation Authority 22.63% McElhenny Sheffield Capital Management, LLC 3Y 21.8% SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 20.62% GenWealth Group, Inc. 3Y 7Y 14.07% Innova Wealth Partners 3Y 12.43% Birchcreek Wealth Management, LLC 3Y 11.63% TFC Financial Management, Inc. 3Y 10.08%

FAQ About Bison Wealth, LLC and SHY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bison Wealth, LLC reported owning SHY?

Bison Wealth, LLC reported SHY across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported SHY position in Bison Wealth, LLC's portfolio?

The largest reported portfolio weight for SHY was 0.68% in 2025 Q4.

What is the latest reported SHY position on this page?

The most recent filing on this page is 2026 Q1, when Bison Wealth, LLC reported 75,446 shares, equal to 0.60% of portfolio, with an estimated market value of $6.2M.

What does the chart on this SHY ownership page compare?

The chart compares Bison Wealth, LLC's quarterly SHY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Bison Wealth, LLC time their SHY position?

Based on 13F filing dates vs. subsequent SHY price moves, Bison Wealth, LLC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on SHY relative to SPY over the holding period was -21.6%.

← Back to Bison Wealth, LLC Holdings