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

AE 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
2021
Q4 		– Sell
-5,200
Closed -$1K – 1781
2021
Q3 		$1K Hold
5,200
– – ﹤0.01% 1613
2021
Q2 		$1K Hold
5,200
– – ﹤0.01% 1572
2021
Q1 		$1K Buy
+5,200
New +$449K ﹤0.01% 1469

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AE Wealth Management's SHY Position: Q1 2026 in Review

AE Wealth Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 105% in Q1 2026, buying an estimated $2.82M and bringing the position to 66,504 shares worth $5.49M. The position accounts for 0.03% of the portfolio, ranked #395.

AE Wealth Management first reported a position in SHY in Q1 2017 and has held it in 34 quarters since. The position peaked at $107M in Q2 2022. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • AE Wealth Management held 66,504 shares of iShares 1-3 Year Treasury Bond ETF worth $5.49M as of Q1 2026.
  • AE Wealth Management bought 34,018 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $2.82M.
  • iShares 1-3 Year Treasury Bond ETF made up 0.03% of AE Wealth Management's portfolio in Q1 2026, its #395 holding.
  • AE Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2017 and has held it in 34 quarters since.
  • AE Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $107M in Q2 2022.
  • 1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.