SHY — IShares Barclays 1-3 YR Treasu

Ownership history in GRAYBILL WEALTH MANAGEMENT, LTD.  ·  22 quarters on record

This page tracks every 13F SEC filing in which GRAYBILL WEALTH MANAGEMENT, LTD. reported a position in IShares Barclays 1-3 YR Treasu (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
4.57% (2022 Q3)
Avg. % of fund
3.31%
First filed
2020 Q2
Last filed
2025 Q4
Quarters held
22
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 107,446 +633 +0.6% 2.63% $8.9M $82.35
2025 Q3 ADDED 106,813 +5,291 +5.2% 2.72% $8.9M $81.48
2025 Q2 REDUCED 101,522 -77 -0.1% 2.75% $8.4M $80.60
2025 Q1 REDUCED 101,599 -15 -0.0% 2.88% $8.4M $79.69
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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