Stapp Wealth Management, Pllc / SHY
Stapp Wealth Management, Pllc’s Ishares Tr Position
Does Stapp Wealth Management, Pllc own Ishares Tr (SHY)? Yes — 13.4K shares worth $1M (+1.41% of its 13F portfolio) as of Q1 2026, up from 13.3K shares the prior filed quarter.
Position Value
$1M
Q1 2026
Shares
13.4K
% of Portfolio
+1.41%
Quarters Held
13
currently held
Position History SHY
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 13.4K | $1M | +1.41% |
| Q4 2025 | 13.3K | $1M | +1.42% |
| Q3 2025 | 4.3K | $354,654 | +0.48% |
| Q2 2025 | 4.3K | $354,227 | +0.51% |
| Q1 2025 | 4.3K | $353,671 | +0.54% |
| Q4 2024 | 4.3K | $350,465 | +0.55% |
| Q3 2024 | 4.3K | $355,466 | +0.57% |
| Q2 2024 | 4.3K | $349,054 | +0.60% |
| Q1 2024 | 4.3K | $349,610 | +0.61% |
| Q4 2023 | 4.3K | $350,721 | +0.59% |
| Q3 2023 | 4.3K | $346,147 | +0.67% |
| Q2 2023 | 4.3K | $346,617 | +0.69% |
| Q1 2023 | 4.3K | $351,000 | +0.48% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Stapp Wealth Management, Pllc’s full portfolio or all institutional holders of SHY.