SEC 13F Intelligence

Stronghold Wealth Management L.L.C. / SHY

Stronghold Wealth Management L.L.C.’s Ishares Tr Position

Does Stronghold Wealth Management L.L.C. own Ishares Tr (SHY)? Yes — 15.9K shares worth $1M (+1.98% of its 13F portfolio) as of Q1 2026, down from 16.3K shares the prior filed quarter.

Position Value
$1M
Q1 2026
Shares
15.9K
% of Portfolio
+1.98%
Quarters Held
2
currently held

Position History SHY

Reported value by quarter
Q4 ’25: $1MQ4 ’25Q1 ’26: $1MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202615.9K$1M+1.98%
Q4 202516.3K$1M+1.99%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Stronghold Wealth Management L.L.C.’s full portfolio or all institutional holders of SHY.