How many shares of SHY does Wealthspire Advisors, LLC own?

As of 2026-Q2, Wealthspire Advisors, LLC holds 817,585 shares of SHY (ISHARES 1-3 YEAR TREASURY BO).

What is Wealthspire Advisors, LLC's SHY position worth?

As of 2026-Q2, Wealthspire Advisors, LLC's SHY position is worth $67.1M.

Is Wealthspire Advisors, LLC buying or selling SHY?

In 2026-Q2, Wealthspire Advisors, LLC increased their SHY position (+4255.6% change in shares).

When did Wealthspire Advisors, LLC first buy SHY?

Based on available 13F filings, Wealthspire Advisors, LLC first reported a position in SHY in 2019-Q1. They have held the position across 30 quarters.

Back to WA Wealthspire Advisors, LLC

SHY
30 quarters

Position history for WAWealthspire Advisors, LLC's holdings in ISHARES 1-3 YEAR TREASURY BO

Current Value

$67.1M

Current Shares

817,585

Total Value Change

+$64.2M

Total Shares Change

+782,359

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	817,585	+4255.6%	$67.1M	0.4%	$81.62	57
2026-Q1	Increased	18,771	+2.1%	$1.5M	0.0%	$81.35	26
2025-Q4	Decreased	18,392	-50.7%	$1.5M	0.0%	$81.13	0
2025-Q3	Increased	37,330	+0.5%	$3.1M	0.0%	$80.27	26
2025-Q2	Decreased	37,156	-1.3%	$3.1M	0.0%	$79.41	0
2025-Q1	Increased	37,640	+221.2%	$3.1M	0.0%	$78.51	43
2024-Q4	Increased	11,718	+21.2%	$960,642	0.0%	$77.31	30
2024-Q3	Increased	9,669	+13.2%	$803,978	0.0%	$77.37	28
2024-Q2	Decreased	8,543	-59.4%	$697,536	0.0%	$75.21	0
2024-Q1	Decreased	21,035	-11.4%	$1.7M	0.0%	$74.60	0
2023-Q4	Decreased	23,739	-49.2%	$1.9M	0.0%	$74.39	0
2023-Q3	Decreased	46,698	-17.2%	$3.8M	0.1%	$72.58	0
2023-Q2	Decreased	56,392	-8.9%	$4.6M	0.1%	$72.12	0
2023-Q1	Decreased	61,880	-9.3%	$5.1M	0.1%	$72.57	0
2022-Q4	Decreased	68,198	-2.3%	$5.5M	0.1%	$71.42	0
2022-Q3	Decreased	69,765	-16.3%	$5.7M	0.1%	$70.93	0
2022-Q2	Decreased	83,362	-16.1%	$6.9M	0.1%	$72.08	0
2022-Q1	Increased	99,324	+19.1%	$8.3M	0.2%	$72.44	39
2021-Q4	Increased	83,371	+13.2%	$7.1M	0.2%	$74.30	37
2021-Q3	Increased	73,630	+7.1%	$6.3M	0.1%	$74.76	35
2021-Q2	Increased	68,726	+104.3%	$5.9M	0.2%	$74.73	52
2021-Q1	Decreased	33,641	-1.9%	$2.9M	0.1%	$74.77	0
2020-Q4	Decreased	34,304	-19.4%	$3M	0.1%	$74.84	0
2020-Q3	Increased	42,586	+15.5%	$3.7M	0.2%	$74.83	37
2020-Q2	Decreased	36,861	-8.2%	$3.2M	0.2%	$74.78	0
2020-Q1	Increased	40,167	+5.4%	$3.5M	0.1%	$74.61	33
2019-Q4	Decreased	38,119	-5.5%	$3.2M	0.2%	$72.64	0
2019-Q3	Decreased	40,323	-1.6%	$3.4M	0.3%	$72.33	0
2019-Q2	Increased	41,001	+16.4%	$3.5M	0.3%	$71.91	37
2019-Q1	New	35,226	-	$3M	0.3%	$70.94	45

Other major holders of SHY: BNP PARIBAS FINANCIAL MARKETS, MORGAN STANLEY

SHY30 quarters

SHY
30 quarters