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

Accurate 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	–	Sell	-14,141	Closed	-$1.17M	–	608
2026 Q1	$1.17M	Buy	+14,141	New	+$1.17M	0.14%	160
2025 Q2	–	Sell	-58,283	Closed	-$4.8M	–	455
2025 Q1	$4.8M	Buy	+58,283	New	+$4.79M	0.92%	16
2023 Q2	–	Sell	-7,616	Closed	-$625K	–	289
2023 Q1	$625K	Sell	7,616 -116,971	-94%	-$9.53M	0.22%	110
2022 Q4	$10.2M	Sell	124,587 -48,900	-28%	-$3.97M	3.74%	2
2022 Q3	$15.5M	Buy	173,487 +33,891	+24%	+$2.79M	6.45%	3
2022 Q2	$11.5M	Sell	139,596 -3,998	-3%	-$332K	6.27%	3
2022 Q1	$12M	Buy	+143,594	New	+$12.1M	5.36%	3

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Accurate Wealth Management's SHY Position: Q2 2026 in Review

Accurate Wealth Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026, closing a stake of 14,141 shares — an estimated $1.17M sold.

Accurate Wealth Management first reported a position in SHY in Q1 2022 and held it in 7 quarters. The position peaked at $15.5M in Q3 2022. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Accurate Wealth Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Accurate Wealth Management sold 14,141 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.17M.
Accurate Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2022 and held it in 7 quarters.
Accurate Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $15.5M in Q3 2022.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.