4WM
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4J Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

4J Wealth Management’s Portfolio SHY Stock Details SHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.6M Sell
19,521
-2,582
-12% -$212K 0.79% 28
2026
Q1 		$1.83M Sell
22,103
-291
-1% -$24.1K 1.04% 24
2025
Q4 		$1.85M Sell
22,394
-1,068
-5% -$88.5K 1.06% 23
2025
Q3 		$1.95M Sell
23,462
-854
-4% -$70.6K 1.14% 20
2025
Q2 		$2.01M Sell
24,316
-399
-2% -$32.9K 1.36% 17
2025
Q1 		$2.04M Sell
24,715
-29
-0.1% -$2.38K 1.61% 16
2024
Q4 		$2.03M Sell
24,744
-644
-3% -$52.9K 1.64% 13
2024
Q3 		$2.11M Sell
25,388
-33
-0.1% -$2.72K 1.63% 14
2024
Q2 		$2.08M Sell
25,421
-2,634
-9% -$214K 1.72% 15
2024
Q1 		$2.29M Sell
28,055
-371
-1% -$30.4K 1.98% 13
2023
Q4 		$2.33M Sell
28,426
-2,954
-9% -$240K 2.13% 12
2023
Q3 		$2.54M Sell
31,380
-6,420
-17% -$520K 2.53% 9
2023
Q2 		$3.06M Buy
37,800
+1,422
+4% +$116K 2.97% 8
2023
Q1 		$2.99M Buy
36,378
+495
+1% +$40.4K 3.21% 9
2022
Q4 		$2.91M Sell
35,883
-535
-1% -$43.4K 3.38% 8
2022
Q3 		$2.96M Sell
36,418
-3,383
-8% -$278K 3.78% 7
2022
Q2 		$3.29M Buy
39,801
+9,153
+30% +$759K 4.15% 7
2022
Q1 		$2.56M Sell
30,648
-210
-0.7% -$17.7K 2.24% 9
2021
Q4 		$2.64M Buy
30,858
+1,896
+7% +$163K 2.22% 9
2021
Q3 		$2.5M Sell
28,962
-529
-2% -$45.6K 2.17% 12
2021
Q2 		$2.54M Sell
29,491
-1,520
-5% -$131K 2.22% 12
2021
Q1 		$2.67M Sell
31,011
-2,275
-7% -$196K 2.49% 7
2020
Q4 		$2.88M Buy
+33,286
New +$2.88M 2.77% 7

Other funds holding SHY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

4J Wealth Management's SHY Position: Q2 2026 in Review

4J Wealth Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 12% in Q2 2026, selling an estimated $212K and leaving 19,521 shares worth $1.6M. The position accounts for 0.79% of the portfolio, ranked #28.

4J Wealth Management first reported a position in SHY in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.29M in Q2 2022. 528 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • 4J Wealth Management held 19,521 shares of iShares 1-3 Year Treasury Bond ETF worth $1.6M as of Q2 2026.
  • 4J Wealth Management sold 2,582 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $212K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.79% of 4J Wealth Management's portfolio in Q2 2026, its #28 holding.
  • 4J Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • 4J Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $3.29M in Q2 2022.
  • 528 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on 4J Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.