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 $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

AE Wealth Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 85% in Q2 2026, selling an estimated $4.66M and leaving 9,801 shares worth $805K. The position accounts for ﹤0.01% of the portfolio, ranked #1001.

AE Wealth Management first reported a position in SHY in Q1 2017 and has held it in 35 quarters since. The position peaked at $107M in Q2 2022. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • AE Wealth Management held 9,801 shares of iShares 1-3 Year Treasury Bond ETF worth $805K as of Q2 2026.
  • AE Wealth Management sold 56,703 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $4.66M.
  • iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1001 holding.
  • AE Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2017 and has held it in 35 quarters since.
  • AE Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $107M in Q2 2022.
  • 1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.